- American Lebanese Syrian Associated Charities (Kansas City, MO)
- …identifying trends and potential areas of opportunity. Oral and written communication. High wealth donor engagement and moves management . A track record of ... cures. Saving children.(R) Job Description As the Area Managing Director , you will serve as the dynamic second-in-command within...alignment with the budget for your assigned area. Team Management : Lead and develop a team of dedicated people… 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 ... career journey and help you achieve your professional goals. Join us. Our management consulting team focuses on our clients' critical business needs. From strategy… more
- NYC KIDS RISE (Long Island City, NY)
- …performance management and data tracking systems; Oversee the data operations and analytics team, and provide strategic direction on all related data ... asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research,… more
- JPMorgan Chase (Chicago, IL)
- …Trusts & Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & ... Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global… 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
- 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 ... and management of an assigned group of Wealth Management Advisors. + Grows and maintains...will establish relationships across all touch points (NCC, Retail Operations , Technology, etc.) to ensure advocacy for client/participant needs.… more
- JPMorgan Chase (Newark, DE)
- …leadership will drive innovation, transform products, and shape the future of wealth management at every level. As the Product Director within the Asset & ... experience in design, product management , and product execution related to wealth management prospect, client, advisor, and service experience. They have a… more
- M&T Bank (Wilmington, DE)
- …compliance. + Identify emerging technologies and evaluate their applicability to enhance wealth management operations . + Oversee the integration of ... Provide deep technical expertise, leadership, and a strong understanding of the Wealth Management business to ensure technology solutions drive operational… 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
- 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...brings a unique blend of digital thought leadership, marketing operations savvy, and the ability to unify global teams… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... personalized advice. The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as… 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, ... communicate effectively across the organization. Sitting at the intersection of operations , planning, and internal strategy, this leader drives alignment across… more
- KeyBank (Amherst, NY)
- …and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional ... the status quo. The ideal candidate will have experience managing a team of wealth management and trust testing or compliance professionals, strong knowledge of… more
- Bank of America (Atlanta, GA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's … more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- JPMorgan Chase (Newark, DE)
- …business and client needs, driving data strategy, quality, and risk mitigation across Wealth Management . Collaborating closely with operations , advisors, and ... As a driving force behind data excellence in Wealth Management , the Product Manager for...analytics, and support agile transformation. Reporting to the Executive Director , you will champion data excellence, innovation, and continuous… 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
- University of Pennsylvania (Philadelphia, PA)
- …in data governance, knowledge management , and student success infrastructure. The Director will manage and develop a high-performing Operations team, guiding ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...programs and resources, and much more. Posted Job Title Director of Academic Operations - Office of… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Director , Clinical Research Operations Job Profile Title Director , Clinical ... Research Operations Job Description Summary The Director , Clinical Research Operations will report to...and Drug Administration (FDA). In addition to clinical trial management , the Director is responsible for working… more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Associate Director of Facilities Operations Job Profile Title Associate Director ... broad range of services including capital planning, design and construction management , space planning, building operations , maintenance, security, housekeeping,… more
