- JPMorgan Chase & Co. (New York, NY)
- …Job summary: As a Managing Director , Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk and ... supporting the JPM Wealth Management business. You will lead the risk management...Officers and Analysts. Provide recommendations to business partners and senior management during the prescreen, structuring, and approval-to-pitch process.… more
- JPMorgan Chase & Co. (Plano, TX)
- …and strategy, and providing valuable regulatory insight. As Insurance Attorney: Executive Director , Assistant General Counsel within our Wealth Management Legal ... support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including… more
- Citigroup, Inc. (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... strategic direction of the function within both Citi Wealth and the firm more broadly. Responsibilities: Execute against...the global Lending team. Develop business cases to drive strategic partnership across Wealth that give Citi… more
- Allocate (Menlo Park, CA)
- …investment vehicles. Proven ability to build and maintain relationships with senior -level decision-makers at wealth advisory firms. Strong communication and ... tracking, analytics, and administration tools. Role Overview We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand… more
- NPAworldwide (Chatham, NJ)
- Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ (On-site) Industry: Financial Services / Family Office Compensation: Base salary up ... benefits (100% employer-paid) Please note: Candidates in public accounting (Manager, Senior Managers or Directors) who are exceptionally motivated to contribute and… more
- Voya Financial, Inc. (New York, NY)
- …Profile Summary: Lead a team in conducting rigorous analysis, developing strategic recommendations, and effectively communicating to drive C-suite and/or Board-level ... landscape and recent market developments within each business to inform strategic priorities and create actionable business execution plans Monitor execution… more
- Citigroup, Inc. (Houston, TX)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Integrity Marketing Group (Norwell, MA)
- …GarityAdvantage GarityAdvantage is an independent marketing organization that specializes in the senior market - namely, Medicare products. The firm is also proud to ... typically provided by our Account Success Representatives with the ongoing strategic account management typically delivered by our National Account Directors. The… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… 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 (Sales ... Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for the… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **About the Role:** Director , Wealth Benchmarks Product Management **The Team:** The Product Management ... product strategy and financial health. **Responsibilities and Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and… more
- Citigroup (Jersey City, NJ)
- …The Wealth Technology BEL Team is responsible for driving the strategic priorities of the Wealth Technology organization within Citigroup. Responsibilities ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational analysis across the global team, driving… more
- Truist (Philadelphia, PA)
- …for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and competitive analysis ... to the Truist Wealth Division Director and the Head of Wealth in...the implementation of Truist's Touch and Technology = Trust strategic goal * Establish and maintain mutually beneficial business… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... strategic direction of the function within both Citi Wealth and the firm more broadly. **Responsibilities:** + Execute...global Lending team. + Develop business cases to drive strategic partnership across Wealth that give Citi… more
- Citizens (New York, NY)
- Description Citizens is seeking a driven and strategic communications leader to join our Private Banking & Wealth Communications team. The successful candidate ... will develop and execute strategic , integrated communications plans and messaging strategies for Citizens' Wealth Management. This role is ideal for a highly … more
- Citigroup (San Francisco, CA)
- The Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional ... coverage and product partners, coordinating Wealth 's engagement across the Global Family Office ...sales efforts around suitable Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...be your comprehensive financial partner. The Banker is a strategic professional who closely follows latest trends in own… more
- Citigroup (Atlanta, GA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...Firm Segment of our business. The Banker is a strategic professional who closely follows latest trends in own… more
- Vanguard (Malvern, PA)
- Marketing Director - Advice & Wealth Management...goals with a positive ROI. + Act as a strategic advisor to senior management by building ... has launched a new division focused on Advice & Wealth Management (AWM), reaffirming our commitment to advised and...to advised and up-market investors. We are seeking a strategic marketing leader to unify and elevate our AWM… more
- JPMorgan Chase (New York, NY)
- As a Business Program Director on the Chase Wealth Management Chief Operations Executive Team, you will create and execute on transformative business strategies ... large-scale programs and business initiatives, balancing tactical execution with strategic foresight. This role demands exceptional communication skills, strong… more
