- Eastern Bank (Lynn, MA)
- …Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations , Management Team , and other stakeholders. + Facilitate ... The Director of Wealth Operations ...The Director of Wealth Operations will play a pivotal...supporting the executive team in managing and optimizing the operations of the wealth management … more
- TIAA (Phoenix, AZ)
- ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility ... and management of an assigned group of Wealth Management Advisors. + Grows and maintains...will establish relationships across all touch points (NCC, Retail Operations , Technology, etc.) to ensure advocacy for client/participant needs.… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Wealth Underwriting Director Working at Wells Fargo | Jobs and Careers at Wells ... Wealth Clients. WIM Mortgage is seeking a Wealth Underwriting Director to lead the underwriting...underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing… more
- City National Bank (Raleigh, NC)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes...by the Senior Manager/ Manager and reviewed by the Director of Audit. * Directs coordination of co-sourced internal… more
- Citigroup (Jersey City, NJ)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on ... We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- HUB International (Newport Beach, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... of integration are complete. + In partnership with RPW operations team, leverage existing training materials and processes to...the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least… more
- JPMorgan Chase (New York, NY)
- **Job Description** JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment ... solutions. Our Risk Management team is dedicated to safeguarding the firm's assets...integrate risk considerations into all aspects of the firm's operations . + Promote a Risk-Aware Culture by fostering a… more
- City National Bank (Jersey City, NJ)
- … Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge ... for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of auditors to assess risks and internal control… more
- Bank of America (San Francisco, CA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's … more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... in Las Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- Kestra Financial (Novi, MI)
- …system (Goals-Based Analysis and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations . Knowledge, Skills, and/or ... The Wealth Associate position is a client service position...skills, both verbally and in writing. + Strong time management and organizational skills; able to work independently and… more
- Broadview FCU (Albany, NY)
- …of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: ... Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM,...liaison between the Director , Advisory Sales and Director , Advisory Operations when needing user input… more
- University of Pennsylvania (Philadelphia, PA)
- …in data governance, knowledge management , and student success infrastructure. The Director will manage and develop a high-performing Operations team, guiding ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...programs and resources, and much more. Posted Job Title Director of Academic Operations - Office of… more
- University of Pennsylvania (Philadelphia, PA)
- …wellness programs and resources, and much more. Posted Job Title Associate Director , Admissions Operations //Slate Manager Job Profile Title Associate Director ... C, Student Services, Admissions Job Description Summary The Associate Director of Admissions Operations /Slate Manager is a critical component of the Admissions… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Director , RHS Fiscal Operations ; Business Services Division Job Profile Title ... Director , Fiscal Operations Job Description Summary The Director of...staff of 5 to lead and manage the fiscal operations of RHS, including: budgeting and financial management… more
- Citizens (New York, NY)
- …lending and our custom credit products. As the Lending Operations Transformation Director for Private and Wealth Specialty Lending, you will be responsible ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...Professional Credentials + 10+ years experience in financial services operations , product management and/or sales in partner… more
- Brokers International (Urbandale, IA)
- Job Title: Director of Operations Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... BI on a new journey of accelerated growth and success. Job Summary The Director of Operations is accountable for the overall success of operational processes… more
- IGT (Sacramento, CA)
- … operations department. **Qualifications** + Bachelor's degree in Business Administration, Operations Management , Computer Science, or related field. + 10+ ... Director Site Operations Location: Sacramento, CA,...role is responsible for overseeing all aspects of account management , including business operations , best practices, day-to-day… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Associate Director , Design and Construction (Space Planning & Operations ) Job Profile Title ... implementation of PSOM construction, renovation, and relocation projects. The Associate Director applies sound management practices to projects involving… more