- City National Bank (Raleigh, NC)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes...by the Senior Manager/ Manager and reviewed by the Director of Audit. * Directs coordination of co-sourced internal… more
- Eastern Bank (Lynn, MA)
- …digital strategy. **Stakeholder Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other ... The Director of Wealth Operations will play...team in managing and optimizing the operations of the wealth management division. This role involves strategic… more
- JPMorgan Chase (Chicago, IL)
- …and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JP Morgan Wealth ... JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through… more
- Citizens (Charlotte, NC)
- …a Managing Director with sector expertise and transaction experience in FIG - RIA/ Wealth Management . The Managing Director is responsible for leading all ... role in Citizens' efforts to build a leading advisory position within RIA/ Wealth Management and other responsibilities include strategic planning, developing and… more
- Zions Bancorporation (Midvale, UT)
- …the Western United States. Essential Functions: We are seeking a dynamic and experienced Marketing Director - Wealth Management to join our team and drive ... and regulatory bodies like FINRA. They will collaborate closely with the Director of Enterprise Wealth Management and Executive Director of Enterprise… more
- PNC (Pittsburgh, PA)
- …technical initiatives within PNC's business technology organization (specifically for wealth management /private bank), ensuring that strategic technology plans ... contribute to the company's success. As a Technology Execution Director within PNC's Line of Business CIO Group, you...role. Also, knowledge of technology used to support the wealth management /private bank business stream will also… more
- BMO Financial Group (Winnetka, IL)
- …and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops ... credit qualification process, policies, and procedures. + Expert leadership and people management skills. + Expert negotiation skills. + Proven track record in… more
- City National Bank (Jersey City, NJ)
- … Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge ... *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The...for managing complex Wealth Management audits and assisting the Audit Director … more
- JPMorgan Chase (New York, NY)
- …Wealth Plan) with your strategic vision and influence. **Summary:** As a Product Director in Wealth Management you lead innovation through the development ... investing in enhancements to achieve business objectives + Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop… more
- JPMorgan Chase (Denver, CO)
- …best investment solutions to meet their financial needs. As a Regional Director of Wealth in JP Morgan Wealth Management , you will be responsible for ... growth across the region, creating a culture of effective management , and developing great leaders. You will play a...customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of… more
- JPMorgan Chase (Tigard, OR)
- …the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture of ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to give our… more
- JPMorgan Chase (Chicago, IL)
- …security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director within JP Morgan Wealth ... manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the… more
- JPMorgan Chase (Columbus, OH)
- …and striving to be best-in-class. **Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you ... Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help… more
- JPMorgan Chase (Plano, TX)
- …As Insurance Attorney: Executive Director , Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal ... The US Wealth Management Legal team is seeking...The US Wealth Management Legal team is seeking an attorney to...attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service. As a Client… more
- Robert Half Finance & Accounting (Pittsburgh, PA)
- Description Position Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client's organization. As a ... Tax Director specializing in wealth management , you will lead the development and execution of advanced tax strategies for high-net-worth individuals,… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... strongly preferred + Financial services/business consultancy background, preferably in Wealth Management + Digital transformation and client experience… more
- Bank of America (San Francisco, CA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... Wealth Client Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management...offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of… more
- Berkshire Bank (Boston, MA)
- Division: Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer, Wealth Management ... will provide leadership and strategy for the compliance and risk management of the Wealth Management (Trust department) business and the Berkshire Banc… more
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