- 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
- NYC KIDS RISE (Long Island City, NY)
- …asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, ... for their educational futures. Position Summary As a universal community driven wealth -building platform for New York City neighborhoods, the Save for College… more
- Plante Moran (Southfield, MI)
- …management consulting team focuses on our clients' critical business needs. From strategy to operations and everything in between, our integrated solution approach ... (Lean Six Sigma) is preferred Clinical leadership experience (manager, director or above) is strongly preferred 10+ years relevant...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- Citigroup (New York, NY)
- …are seeking a visionary and strategic leader to serve as Head of Brand & Creative Strategy for Citi Wealth . This role will shape the future of our global brand, ... leader will serve as the brand steward for Citi Wealth -owning our visual identity, creative expression, media strategy... Wealth -owning our visual identity, creative expression, media strategy , and brand narrative across the full wealth… more
- Citigroup (New York, NY)
- …a digitally fluent, strategically minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead ... Wealth . **Responsibilities:** + Develop and lead Citi Wealth 's global digital marketing strategy , spanning client...and lead Citi Wealth 's global digital marketing strategy , spanning client and advisor-facing platforms across the full… 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 ... (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase… 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 ... and financial health. **The Role:** We are seeking a Director to support our Wealth Benchmark initiatives...Wealth Benchmarks. Key Responsibilities: + Execute product development strategy , focusing on a suite of indexing solutions designed… more
- HSBC (New York, NY)
- Director of Wealth , Private Banking and Insurance...the US Compliance capability + Give input on the strategy of the Head of IWPB RC US for the ... 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
- Citigroup (New York, NY)
- …across the Investment Solutions business to ensure proper alignment of business strategy with Wealth 's strategic objectives and will have end-to-end ownership ... **About Citi Wealth ** Citi Wealth is focused on...will also be responsible for establishing a unified data strategy and analytics to help establish accountability and transparency… 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 - ... Newsletter, etc.) + Drive a strategic media relations strategy for Citi Private Bank, Citigold, Wealth ...relations strategy for Citi Private Bank, Citigold, Wealth at Work through proactive media engagement, executive communications… 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
- M&T Bank (Wilmington, DE)
- …as the leader of the agile cross-functional technology team in M&T Wilmington Trust's Wealth line of business. Reporting directly to the Divisional CIO for Wealth ... build and expand the current IT team supporting the Wealth group. Wealth is a critical income...and business growth. + Develop and execute a technology strategy that drives cloud adoption and aligns with the… 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 ... to increase market share + Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding of… more
- JPMorgan Chase (New York, NY)
- …spanning the risk spectrum and capital stack. **Job Summary** As the Executive Director , Investment Specialist on the Real Estate Americas client strategy team, ... share for our real estate products through the Private Wealth channel. Within this role, you will be a...broker-dealer partners. + Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both… more
- JPMorgan Chase (Summit, NJ)
- …you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. ... new and existing clients + Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making +… more
- Citigroup (Palo Alto, 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 ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… 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)
- …for this next-generation client segment. **Responsibilities:** + Define the global marketing strategy for Citi's Wealth at Work business, spanning brand, ... The Global Head of Wealth at Work Marketing leads the brand, engagement,...at Work Marketing leads the brand, engagement, and communications strategy for Citi's fastest-growing segment: employees and executives served… more
- JPMorgan Chase (Charlotte, NC)
- …provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, ... planning needs are identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...the alternative platform offering fits the Global Private Bank strategy within a market context + Actively participating in… more
