- Unknown (Michigan City, IN)
- President of Wealth and Senior Trust Officer About the Company Prominent financial institution Industry Banking Type Privately Held About the Role The Company is ... seeking a President & Senior Trust Officer to lead its Wealth Management Division.... management team, overseeing trust administration, investment services, and compliance functions, and driving business growth through strategic planning… more
- Unknown (New York, NY)
- Chief Executive Officer (CEO), Wealth Management About the Company Wealth management operating company Industry Financial Services Type Privately Held About ... the Role The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division....of business plans, managing key client relationships, and ensuring compliance with industry regulations. The CEO will also be… more
- Unknown (Richardson, TX)
- Vice President, Chief Operating Officer of Marcus, Wealth Management, Asset & Wealth Management About the Company Prominent global investment bank Industry ... Classifications B2B About the Role The Company is seeking a Chief Operating Officer for its direct-to-consumer business. The successful candidate will be a key… more
- Unknown (Washington, DC)
- Chief Compliance Officer & Head of Anti-Money Laundering About the Company Dynamic investment advisory firm specializing in cryptocurrency & blockchain services ... Role The Company is in search of a Chief Compliance Officer (CCO) to take on a...business model, which combines venture capital, fund, and private wealth management within the digital asset ecosystem. The ideal… more
- Unknown (Irving, TX)
- Vice President, Compliance Officer , Global Data Insights & Analytics About the Company Expanding financial group Industry Financial Services Type Public Company ... consumer banking and retail banking About the Role The Company is seeking a Compliance Officer for Global Data Insights and Analytics at the Vice President… more
- Unknown (Jersey City, NJ)
- Vice President, Senior Compliance Officer About the Company Recognized banking organization with an international presence Industry Banking Type Privately Held, ... Business Classifications B2B About the Role The Company is seeking a Senior Compliance Officer with a focus on Global Banking Regulations. The successful… more
- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer & Fiduciary Legal Counsel About the Company Reputable full-service bank Industry Banking Type Privately Held Founded ... Employees 1001-5000 Specialties mortgage commercial lending banking consumer loans wealth management investment management personal insurance business insurance home… more
- Unknown (Ridgecrest, CA)
- Chief Financial Officer (CFO) About the Company Well-established credit union Industry Financial Services Type Privately Held Founded 1947 Employees 201-500 ... mobile banking business banking mortgages consumer lending credit cards wealth management youth accounts insurance services and community events...the Role The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will… more
- Unknown (Omaha, NE)
- Chief Operations Officer (COO) About the Company Successful wealth management firm Industry Financial Services Type Privately Held About the Role The Company is ... seeking a Chief Operations Officer to join their dynamic team. The successful candidate...budgeting, forecasting, performance analysis, billing, payroll, facilities, vendor management, compliance , and human resources. This role is pivotal in… more
- Unknown (Merrillville, IN)
- Chief Lending Officer About the Company Pioneering family-owned bank Industry Banking Type Privately Held Founded 1895 Employees 501-1000 Specialties personal ... banking business banking wealth management mortgages and mortgages About the Role The...the Role The Company is seeking a Chief Lending Officer (CLO) to join their team. The CLO will… more
- Unknown (San Antonio, TX)
- Chief Information Officer (CIO) About the Company Established bank offering personalized financial services Industry Banking Type Public Company Founded 1946 ... Employees 201-500 Specialties banking mortgage trusts wealth management and insurance About the Role The Company...the Role The Company is seeking a Chief Information Officer (CIO) to join its Executive Leadership Team. The… more
- Unknown (Marquette, MI)
- Chief Lending Officer About the Company Established community bank providing personal & business financial services Industry Banking Type Privately Held Founded 1887 ... and business loans mortgage loans home equity loans trust wealth management and home loans About the Role The...the Role The Company is seeking a Chief Lending Officer (CLO) to join its executive leadership team. The… more
- Unknown (Houston, TX)
- Chief Financial Officer (CFO) About the Company Innovative investment decision-making platform Industry Financial Services Type Privately Held About the Role The ... Company is seeking a Chief Financial Officer (CFO) to join their dynamic team. The CFO...through global expansion. While not required, experience with SEC compliance , IPO readiness, or M&A execution in fintech or… more
- Unknown (Newport News, VA)
- Chief Financial Officer (CFO) About the Company Prominent credit union & financial services provider Industry Financial Services Type Non Profit Founded 1936 ... The Company is in search of a Chief Financial Officer (CFO) to play a pivotal role in the...the financial operations, capital management, enterprise risk management, and compliance functions, with a focus on ensuring financial strength,… more
- Unknown (Newburyport, MA)
- President & Chief Executive Officer (CEO) About the Company Dynamic shared services company Industry Financial Services Type Privately Held Founded 2023 Employees ... The Company is seeking a President and Chief Executive Officer to lead its mutual holding company and three...lending, finance, IT and digital fluency, retail, operations, marketing, wealth management, and a solid understanding of credit, risk… more
- Unknown (Chicago, IL)
- …ratings private markets public markets investment management credit ratings and wealth management Business Classifications B2B About the Role The Company is ... construction and capital projects, financial management, service delivery, vendor management, compliance , and team leadership. Applicants for the Global Head of Real… more
- Zions Bancorporation (Salt Lake City, UT)
- …the opportunity. **We are currently seeking a** **Risk and Compliance Testing Officer ** **within the Market, Liquidity, Wealth Risk & Compliance Team.** ... **Description** A Market, Liquidity, and Wealth Risk & Compliance (MLW) Testing Officer works closely with team members and business line personnel to… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance , Finance, and client-facing teams to… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- City National Bank (Wilmington, DE)
- *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, ... WHAT WILL YOU DO? * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters,… more
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