- Tradeweb (New York, NY)
- …brand health, recommending areas of improvement, and communicating progress with senior management and other functional leaders. Their strategic thinking, ... brand strategies into execution. + Has background which includes presenting to senior management . + Can translate quantitative data into qualitative insights… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... Tradeweb's growing Internal Audit Department. This role will report directly to Director , Technology Audit, Internal Audit. This role offers the opportunity to… more
- TIAA (East Lansing, MI)
- ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility ... + Oversight and management of an assigned group of Wealth Management Advisors. + Grows and maintains strong client and participant relationships evidenced… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader that… more
- Equitable (Syracuse, NY)
- Director of Strategy, Wealth Management ( 250000L5 ) **Primary Location** : UNITED STATES-NY-Syracuse **Other Locations** : UNITED STATES-NY-New York, UNITED ... dynamic Director of Strategy to join our Wealth Management team. In this pivotal role,...presentations for senior audiences including the Board, senior management , and investor relations. **Market Intelligence… more
- Citigroup (Chicago, IL)
- …Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for the business ... The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives… more
- JPMorgan Chase (New York, NY)
- …to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JPMA, you will be ... JP Morgan Wealth Management provides individuals, advisors and...and verbal communication skills; must be comfortable dealing with senior management + Excellent leadership skills in… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... management for 3 teams: Digital, Data & Strategy; Wealth Management , Operations and Risk; and Advice,...and Solutions within our AWM division . T he Senior Director will be an executive leader… more
- JPMorgan Chase (Columbus, OH)
- …various governance frameworks and conducting testing reviews. You will report to the JPMorgan Wealth Management Chief Risk Officer and will work closely with ... quo and striving to be best-in-class. As the Executive Director in risk management within the risk...senior management in risk, all four business...senior management in risk, all four business channels, and supporting… more
- Charles Schwab (Austin, TX)
- …within WAS Tech reports directly to the Director of WAS Technology - Wealth Management . The role will lead discovery and implementation of client and advisor ... Schwab. This Director position...shared channel capabilities, and the next generation of portfolio management tools supporting Schwab's flagship wealth advisory… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Boston, MA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... required in order to negotiate internally, often at a senior level. Significant external communication with senior ...achieve broad financial/investment goals related to the creation and management of wealth . + Plan and prioritize… more
- Vanguard (Malvern, PA)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and ... part in developing solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or investors. The role… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (Palo Alto, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... and differentiated digital experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for both clients and… more
- JPMorgan Chase (New York, NY)
- …rollout and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, ... performance, and provide regular feedback to drive results. + Partner with senior leaders, product, sales, and operations teams to coordinate implementation efforts… more
- BMO Financial Group (Rolling Meadows, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management , boasting a robust network of COIs, ... assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on...is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge… more
- Citigroup (New York, NY)
- …manage multiple priorities under demanding time frames + Strong knowledge on asset products, wealth management is a plus. + Flexibility to meet changing work ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
