- 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 ... a shifting federal funding and policy landscape. The Executive Director will work in close coordination with RCF funding...crises. We also know our region's racial and ethnic wealth gap is a major contributing factor to issues… more
- Plante Moran (Southfield, MI)
- …the team with technical operational support. This role works directly with the Director of Project Management and will be internally focused as a key resource ... but not be limited to: * Collaborate with the Director of Project Management to provide technical operational support...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- American Lebanese Syrian Associated Charities (Kansas City, MO)
- …mission: Finding cures. Saving children.(R) Job Description As the Area Managing Director , you will serve as the dynamic second-in-command within our main area ... trends and potential areas of opportunity. Oral and written communication. High wealth donor engagement and moves management. A track record of progressive… more
- Plante Moran (Southfield, MI)
- …required; LSS (Lean Six Sigma) is preferred Clinical leadership experience (manager, director or above) is strongly preferred 10+ years relevant experience in ... 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 makes us… 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 ... and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase sales productivity,… more
- Citigroup (New York, NY)
- ** Director , Wealth Communications** The Enterprise Services and Public Affairs (ESPA) team's mission is to enhance how our internal and external stakeholders - ... looking for an experienced and driven strategic leader to join our Citi Wealth Communications team. The individual in this role will be responsible for developing… more
- TIAA (East Lansing, MI)
- ** Wealth Management** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to ... + Oversight and management of an assigned group of Wealth Management Advisors. + Grows and maintains strong client...Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director , Wealth Benchmarks Product Management** **The Impact** : S&P Dow ... strategy and financial health. **The Role:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This role involves… more
- JPMorgan Chase (San Francisco, CA)
- …derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director , Wealth Planner within JP Morgan Wealth Management, you ... Wealth Planning & Advice is a group of...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- TIAA (Pasadena, CA)
- ** Wealth Management Coach** The Director , Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective ... as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial… more
- JPMorgan Chase (Milwaukee, WI)
- …clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create ... range of clients, from those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our customers which results in all… more
- HSBC (New York, NY)
- Director of Wealth , Private Banking and Insurance Regulatory Compliance Brand: HSBC Area of Interest: Risk and Compliance Location: New York, NY, US, 10001 Work ... of non-financial risks in accordance with HSBC Group's risk framework. The Director of Wealth , Private Banking and Insurance Regulatory Compliance for US is the… 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 to join a highly reputable and established team in providing investment and wealth … more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a variety ... professionals to deliver tax services to clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation, estate,… more
- JPMorgan Chase (Newark, DE)
- …and shape the future of wealth management at every level. As the Product Director within the Asset & Wealth Management team you will have the opportunity to ... has experience in design, product management, and product execution related to wealth management prospect, client, advisor, and service experience. They have a… 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 ... experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for...client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi Wealth… more
- Citigroup (New York, NY)
- …and strategic leader to serve as Head of Brand & Creative Strategy for Citi Wealth . This role will shape the future of our global brand, leading the development and ... audiences. This leader will serve as the brand steward for Citi Wealth -owning our visual identity, creative expression, media strategy, and brand narrative across… more
- BMO Financial Group (Indianapolis, IN)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Citigroup (New York, NY)
- …Execution acts as the central integrator and planning partner for Citi Wealth Marketing. This role ensures that the function operates with clarity, cohesion, ... and accountability - helping the leadership team set priorities, track performance, and communicate effectively across the organization. Sitting at the intersection of operations, planning, and internal strategy, this leader drives alignment across marketing… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... addressing the wealth needs of high net worth and ultra-high net...net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase … more
