- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...employees, and as needed, participate in the design and delivery of training as required to inform employees of… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and needs is an important part of our culture. Department Overview Wealth Management 's Global Investment Office produces macro-to-micro research and analysis… more
- HUB International (Fort Lauderdale, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ ... a proven track record to serve as Head of Wealth Management in our Fort Lauderdale, FL... industry, with a track record of client experience delivery and product strategy for managed account solutions. +… more
- Truist (Atlanta, GA)
- …1st shift (United States of America) **Please review the following job description:** The Director of Truist Wealth Center for Family Legacy will be to work ... Services, the Managing Directors, Directors and Specialists to develop the family wealth programs and supporting tools and resources pertinent to their role. The… more
- Truist (Atlanta, GA)
- …Senior Director is responsible for leading the coordination and delivery of value-added independent, objective risk-based internal audit assurance services for ... Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan for Brokerage… more
- BMO Financial Group (San Jose, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet… more
- TIAA (Charlotte, NC)
- …policies. + Manages performance of the direct reports to ensure the delivery of strong regulatory and risk compliance processes and project engagements **Educational ... advisory, broker-dealer, and securities regulatory requirements, and 3+ years of management experience + Ability to think critically and find creative, practical… more
- Citigroup (New York, NY)
- …for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management . The Wealth Risk Reporting Director role and function is ... of that leadership The Director of the Wealth Risk Reporting team is a senior management...stakeholders, management of staff and partnership with delivery /execution peers. This highly visible Director role… more
- Truist (Atlanta, GA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... Wealth Advisor 1 will execute the needs-based solution delivery and integration of a broad range of investment,...to time. **Responsibilities :** * Reporting to the Sr. Wealth Advisor or Managing Director of SEG… more
- JPMorgan Chase (Plano, TX)
- …future with your strategic vision and influence. As a Product Director on the Wealth Plan team within Wealth Management , you lead innovation through the ... **Job responsibilities** + Oversees the product roadmap, vision, development, execution, risk management , and business growth targets + Leads the entire product life… more
- Citigroup (Irving, TX)
- …with the audit teams responsible for Markets, Services, US Personal Banking and Wealth Management globally, and supporting the global QA team. The role ... achieved and is maintaining appropriate standards of internal audit delivery (set against both IA's own internal standards and...subject matter expert in any of the following areas: Wealth management , Cards, Consumer protection rules, Risk,… more
- JPMorgan Chase (Boston, MA)
- …**Required skills, attributes and qualifications:** * 10+ years of experience in Product Management and/or Product Delivery in wealth tech/fintech * 10+ ... MA** **Job Summary:** We are looking for an entrepreneurial Head of Product Delivery to help innovate, lead and execute product initiatives across the company.… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Director Information Technology Service Management Job Profile Title Information Technology ... IT Technical Director for Organizational Effectiveness, the Director of IT Service Management enhances the...and use of IT infrastructure, and directing related change management processes. They support the end-to-end delivery … more
- Alight (DE)
- Job Description - Regional Director , Service Readiness **What you would do** The role of the Regional Director , SR is the oversight of multiple global Service ... manager for the Global Program Managers assigned to the Region. The Regional Director ensures that all Service Readiness (SR) programmes deliver the right quality of… more
- Alight (IL)
- …the meaning of Be Alight. Learn more at careers.alight.com. **Position Summary** This Director of Demand Management will drive demand growth through high impact ... market potential + Uphold continuity and governance in Demand Management Framework + Manage and develop a team of...capital technology and services provider that powers confident health, wealth and wellbeing decisions for 36 million people and… more
- Alight (Lincolnshire, IL)
- …Alight. Learn more at careers.alight.com. **About the Role:** The Sales Ops Director role is a strategic sales operations role, supporting the commercial ... organization as a partner to the business. The Director will be responsible for driving operational improvements across the aligned business segment; combining… more
- Broadridge Financial Solutions (Edgewood, NY)
- …career, while helping others along the way, come join the Broadridge team. Director Category Management - Capital Equipment, Commodities, & Supply Chain will ... units within the company, and its subsidiaries. To carry out this mission, the Director Category Management - Capital Equipment, Commodities, & Supply Chain will… more
- University of Pennsylvania (Philadelphia, PA)
- …Systems Infrastructure + Incorporate best practices in data privacy, security and knowledge management within OAS + Coordinate with the Director of Advising & ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- The Overlook (Charlton, MA)
- Job Description Position Title: Director of Culinary Operations FLSA STATUS: Exempt (Salary) REPORTS TO: Chief Operating Officer; dotted line to Health Center ... Administrator and Independent Living Executive Director SUPERVISES: Chef de Cuisine - Health Center Culinary Services, Baker & Executive Chef - Independent Living… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Director , Head of Portfolio and Project Management...role in the organization focusing on large scale project delivery and managing the overall roadmap for technology planning… more