- The Chicago Community Trust (Chicago, IL)
- Job Description Title: Executive Director , Resilient Chicago Fund Reports to : President & CEO Direct Reports: Manager Classification: Regular; Full-time FLSA ... Cook County amid a shifting federal funding and policy landscape. The Executive Director will work in close coordination with RCF funding partners to support… more
- Plante Moran (Southfield, MI)
- …different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what ... to support the team with technical operational support. This role works directly with the Director of Project Management and will be internally focused as a key… more
- American Lebanese Syrian Associated Charities (Kansas City, MO)
- …our shared mission: Finding cures. Saving children.(R) Job Description As the Area Managing Director , you will serve as the dynamic second-in-command within our ... identifying trends and potential areas of opportunity. Oral and written communication. High wealth donor engagement and moves management . A track record of… more
- Bank of America (Atlanta, GA)
- …Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
- PrincePerelson & Associates (Salt Lake City, UT)
- ** Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor...investment strategies, risk management , income and liquidity management , estate planning, insurance, wealth transfers, philanthropy,… more
- Citigroup (Boston, MA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including ... management of people, budget and planning, to include duties...Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for… more
- JPMorgan Chase (San Francisco, CA)
- …and 20 offices. As the Divisional Director of Lending within JP Morgan Wealth Management , you will be responsible for promoting growth and profitability of ... experience in financial services, with a focus on lending solutions within wealth management . + Proven experience managing , mentoring, and developing junior… more
- HSBC (New York, NY)
- Director of Wealth , Private Banking and...Banking (IWPB) business as it relates to the individual wealth planning, retail wealth management ... risks in accordance with HSBC Group's risk framework. The Director of Wealth , Private Banking and Insurance...and good market practices. With primary focus on retail wealth planning, retail wealth management … more
- JPMorgan Chase (New York, NY)
- Real Estate Americas is part of JP Morgan Private Markets in Asset Management . With over $67 billion in AUM, the Real Estate Americas team is one of the largest ... of open-end real estate funds. The team has been managing real estate investments on behalf of our clients...spectrum and capital stack. **Job Summary** As the Executive Director , Investment Specialist on the Real Estate Americas client… more
- M&T Bank (Wilmington, DE)
- …Provide deep technical expertise, leadership, and a strong understanding of the Wealth Management business to ensure technology solutions drive operational ... a technology strategy that drives cloud adoption and aligns with the firm's wealth management goals, including client relationship management , portfolio … more
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive ... team of 8 oil & gas professionals. Along with managing the team, the Team Leader will also be..."best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or… more
- Dow Jones (New York, NY)
- …strategies for personal and professional growth. You will report to the Managing Director , Barron's Wealth and Asset Management . You have an attitude of ... of the most successful and influential financial advisors in the wealth management industry. The summits are an excellent opportunity for elite financial… 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 ... financial goals. This position is focused on developing and managing client relationships in the Law Firm Segment of...achieve broad financial/investment goals related to the creation and management of wealth . + Plan and prioritize… more
- Vanguard (Malvern, PA)
- …as 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
- Wellington (Boston, MA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the Texas region. This sales ... management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can...wire houses in region + Proven background in asset management and alternative investments + Expertise in managing… 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
- Citigroup (San Francisco, CA)
- Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, ... accountants, asset managers and management professionals with deep industry specific expertise. The Investment...industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- JPMorgan Chase (Charlotte, NC)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the US Private Bank, you will...+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals +… more
