- Citizens (New York, NY)
- Description As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you'll work in a fast ... customer service and performance of Operations. This role will directly support the Head of Citizens Securities and, at times, his team, with daily administrative… more
- MassMutual (Boston, MA)
- … Management to implement process enhancements across the agency system + Advising the Head of Wealth Management on training and practice management ... **The Opportunity** The Wealth Management business is a key...for our Financial Advisor salesforce of ~7,000 advisors. The Head of Business Governance will lead efforts to identify… more
- Morgan Stanley (New York, NY)
- …in financial services to support several Managing Directors, including the Department Head / Wealth Management Chief Investment Officer, with a variety ... providing a wide range of investment banking, securities, investment management and wealth management services....2 years of professional experience required, preferably as a sales assistant * Familiarity with Morgan Stanley and the… 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 ... the regulatory and self-regulatory agencies that govern the firm's businesses. Wealth Management Compliance Monitoring functions to conduct trade surveillance… more
- TIAA (New York, NY)
- …Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management ... experience and efficiency. **Key Responsibilities and Duties** + Interact with regional wealth distribution leaders and the Head of Workplace Optimization to… more
- MassMutual (Windsor, CT)
- …**The Minimum Qualifications** + Undergraduate degree + 6+ years experience in the wealth management industry + 3+ years experience with advanced wealth ... Wealth & Tax Strategist will report to the Head of Fiduciary & Wealth Services. There...trust documents as well. **The Impact:** + Provide advanced sales consultation on case design by identifying client needs,… more
- PNC (Charlotte, NC)
- …Asset Management businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing ... contribute to the company's success. Position Summary: As the Head of Private Bank and Asset Management ...is a great opportunity for a leader with strong wealth management experience, who is a change… more
- Tradeweb (New York, NY)
- … sales or a related field, with at least 7 years of experience in sales management and significant experience leveraging data in sales and marketing ... contractual terms for financial data. + Strong proficiency in CRM software and sales management analytical tools; Salesforce preferred. + Strong leadership and… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 15 ** Head of Technology Business Management ** **Location:** London, New York The Enterprise Solutions ... the delivery leads of the business segments, ES Business Management overall ES Head of Business Performance,...revenue and margin performance across ES including resolution of sales and channel processing issues + Analyses and resolves… more
- Manulife (Boston, MA)
- …leader, with experience in customer acquisition and particular expertise in direct retail sales and management within the IRA rollover and advice space. The ... for Personal Investing's customer acquisition strategy. Reporting to the Head of Personal Investing, the Head of...the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals,… more
- Manulife (Boston, MA)
- …**The Opportunity** This role is within the marketing organization of Manulife Investment Management , the global brand for the global wealth and asset ... John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At… more
- Arrow Financial Corporation (Clifton Park, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... an experienced professional to join Clifton Park team as: Head Teller This opportunity may be perfect for you...to co-workers and customers. Direct problem resolution > Support sales efforts of Company; actively participate in Cross-Sell program… more
- S&P Global (New York, NY)
- …the overall Head of Business Performance, the Heads of Business Management and Business Insights, as well as various internal stakeholders to drive continuous ... **About the Role:** **Grade Level (for internal use):** 14 ** Head of Enterprise Solutions Business Performance Operations** The Enterprise Solutions business within… more
- JPMorgan Chase (Chicago, IL)
- …Morgan's Wholesale Business which include Commercial Lending, Investment Banking, and Asset & Wealth Management -and allow them to meet clients' domestic and ... ** Head of Wholesale Lending Services** Wholesale Lending Services...Global Wholesale Lending Operations and partner and collaborate with sales , product development, technology, and various other leaders and… more
- Santander US (New York, NY)
- …Tax Strategy and Tax Policies of the Group for retail banking, consumer finance, wealth management and corporate and investment banking divisions. + Review of ... US Head of Tax New York, United States of...tax returns, including Federal and state income tax, indirect sales & use tax, and other regulatory filings. +… more
- Citigroup (New York, NY)
- …Citibank serves as a trusted advisor to our retail, mortgage, small business, and wealth management clients at every stage of their financial journey. Our ... continue this mission, we are seeking to hire a Head of Unsecured Lending for the US Personal Bank...as a senior leader in all aspects of business management (strategy, sales , people leadership, operations, financial… more
- RampRate (Santa Monica, CA)
- …Hearst, CBS/Viacom, XPrize Foundation, and other market leaders. Job Summary The Head of Finance and Operations role for an exciting impact-focused startup ... ensure that the financial and operational infrastructure needed to support the company's sales , consulting, and product development teams is in place. Areas that you… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Head of Equity Optimization in Managed Solutions as part of Wealth & Investment Management (WIM). This role will lead the transition for the ... managers + Manage allocation of people and financial resources for Investment Portfolio Management + Develop and guide a culture of talent development to meet… 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+ years of ... MA** **Job Summary:** We are looking for an entrepreneurial Head of Product Delivery to help innovate, lead and...5+ year of close collaboration across entire organization - sales , operations, marketing, etc. * 6+ years of experience… more
- Siemens Gamesa Renewable Energy (Orlando, FL)
- …our global team. Position Overview: We are seeking an experienced and dynamic leader to head for our Inverter Service team in North America. In this role you will ... operations and customer satisfaction. + Collaborate with cross-functional teams ( sales , marketing, product development) to enhance service product offerings and… more