- 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...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- TIAA (San Francisco, CA)
- ** 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, to include compliance and...will establish relationships across all touch points (NCC, Retail Operations , Technology, etc.) to ensure advocacy for client/participant needs.… more
- Wells Fargo (Charlotte, NC)
- …skills. + Experience in portfolio management , investment strategy, broker/dealer operations , wealth management , fiduciary and trust services. **Job ... Audit Manager - Executive Director on the Wealth and Investment Management (WIM) Audit Team...Advice and Planning, WIM Control, WIM Marketing, and WIM Operations . Learn more about our career areas and lines… more
- HUB International (Fairfield, CT)
- …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
- US Bank (Irving, TX)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable to ... to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, … 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
- Morgan Stanley (New York, NY)
- …seeking someone to join our team as a Tax Advisory Director in Wealth Management Operations to perform advisory on tax reporting/withholding relating to ... along with mergers and tender offers events. In the Operations division, we partner with business units across the...client relationships. This is an Advanced Specialist position at Director level within core services to perform and manage… more
- US Bank (New York, NY)
- … Management and Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit ... other internal audit subject matter teams (Anti-Money Laundering, Compliance, Risk Management , Data, Operations , etc.) to ensure appropriate and efficient… more
- US Bank (Milwaukee, WI)
- …systemic approach to evaluate and improve the effectiveness of risk management , control, and governance processes. Our comprehensive scope of responsibilities ... the company, making us a valuable resource to executive management as they work to accomplish overall goals and...that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for… more
- Morgan Stanley (Alpharetta, GA)
- …Morgan Stanley sponsored benefit programs. **Job:** **Other* **Title:** * Wealth Management Contracts Attorney* **Location:** *Georgia-Alpharetta* **Requisition ... plan administration business. This position will report directly to the Managing Director responsible for overall legal oversight of Morgan Stanley at Work.… 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 ... partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering...subject matter expert in any of the following areas: Wealth management , Cards, Consumer protection rules, Risk,… more
- Kestra Financial (Columbus, OH)
- The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent ... management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/ Operations Director of a large book of business including handling… more
- University of Pennsylvania (Philadelphia, PA)
- … of health and wellness programs and resources, and much more. Posted Job Title Director of Academic Operations - Office of Academic Services - Penn Engineering ... Director of the Office of Academic Services, the Director of Academic Operations is a collaborative...management . They will manage and develop a high-performing Operations team, guiding them and the entire OAS staff… more
- University of Pennsylvania (Philadelphia, PA)
- …Description Job Responsibilities + Assists the Associate Director , Facility Operations with supervision and management of recreation facilities, including ... and wellness programs and resources, and much more. Posted Job Title Assistant Director , Recreation Facility Operations Job Profile Title Associate Director … more
- DriveTime (Tempe, AZ)
- …difference with us! **That's Nice, But What's the Job?** In short, as an Assistant Director of Inventory Operations Process Management you and your team ... align with the organization's goals. In long, our Inventory Operations Process Management team is responsible for:...where our mouth is. + **Wellness Program.** Health is wealth ! This program includes self-guided coaching and journeys, cash… more
- Wells Fargo (New York, NY)
- …role will also have the added responsibility of managing the relationship with the Wealth and Investment Management (WIM) Operations leader. Together with ... **About this role:** Wells Fargo is seeking a Technology Director (Wholesale Operations , Market & Investment) as...and agree on SLAs + Good business acumen in Wealth & Investment Management + Experienced in… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Associate Director , Admission Operations / Slate Manager Job Profile Title Associate ... Director C, Student Services, Admissions Job Description Summary The Associate Director of Admissions Operations is responsible for supporting, monitoring,… more
- BlackRock (Philadelphia, PA)
- …large projects, driving change, and managing teams. + Experience within asset management operations and familiarity with separately managed accounts a strong ... foundations. **About this Role** We are looking for a director to lead the SMA Operations Transformation...SMA Operations Transformation will partner with SMA Operations Leaders, SMA Infrastructure team, Portfolio Management … more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Assistant Director of Equipment Operations Job Profile Title Manager, Athletic Equipment Job ... Description Summary Under the direction of the Director of Equipment this position is responsible for the...are not limited to: oversight of select equipment room operations including purchasing, fitting, inventory / auditing, supervision of… more
- Brunswick (Bonita Springs, FL)
- …corporate clubs to manage, operate, scale, and unlock operating efficiencies. **Opportunity:** The Director of Operations serves as the regional leader for their ... + Analyze, report out and improve KPI metrics across all locations to ensure operations are within or exceeding standards + Manage operating budget for the district… more