- JPMorgan Chase (Columbus, OH)
- …to be best-in-class. **Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will ... Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and...play a significant role in managing risk and supporting the global lending practice. As… more
- Charles Schwab (Washington, DC)
- … and Advice Solutions enterprise defines and executes Schwab's holistic wealth management strategy delivering personalized advice and investing solutions ... digitalization of these and other products and programs. The Managing Director and his/her team will play...+ 15+ years of legal experience in asset and wealth management business including people leadership. Deep… more
- First Horizon Bank (TX)
- …are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams of Financial Advisors in a defined market territory. ... and compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts...with First Horizon Advisors. First Horizon Advisors is the Wealth Management business of First Horizon, a… more
- Citigroup (San Francisco, CA)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ... terminations. Will function as an integral member of US Wealth Management senior leadership team. **Responsibilities:** + Regional Director is responsible… more
- 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 ... of the Internal Audit leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the development of… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- Citigroup (Jersey City, NJ)
- The Director of Wealth Advisory Engineering Solutions manages multiple teams through other managers. In-depth understanding of how own sub-function contributes ... on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget… more
- Citigroup (Wilmington, DE)
- …Execution oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and ... and identify, monitor and mitigate current and emerging credit / investment risk across Wealth Management . + Management of global and regional coverage plan… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... on NAM region + Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions + Responsible for maintaining… more
- Citigroup (Greenwich, CT)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Charles Schwab (Lone Tree, CO)
- …Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services to both retail and registered investment advisor ... (RIA) clients. The team is responsible for Schwab's wealth management strategy, while delivering industry-leading experiences,...clients. This Senior Manager role will report to the Director of the Risk Program team in WAS. The… more
- Bangor Savings Bank (Portland, ME)
- Working under the direction and guidelines established by the Director of Wealth Management , the Senior Relationship Manager is primarily responsible for ... calling and new fee goals, as approved by the Director of Wealth Management . +...authority to achieve shared goals + Previous experience in managing assigned staff of professionals Physical Demands/Conditions Requirements: General… more
- Truist (Miami, FL)
- …client servicing and advisor support + Escalate potential at-risk relationships to advisor/regional managing director + Serve as the on-site local contact for ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high...priorities + Strong understanding of banking, lending, commercial and wealth management solutions + Excellent interpersonal and… more
- JPMorgan Chase (San Francisco, CA)
- …States, JP Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among ... helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an...territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach… more
- Citigroup (Irving, TX)
- …control deficiencies on service delivery capabilities Building upon Citi's Operational Risk Management Framework, this Managing Director position will have ... , USPB and Legacy Franchise organizations. The coverage area responsibilities for this Managing Director position entail the following: + Leading a large second… more
- Bank OZK (Fort Lauderdale, FL)
- …+ Creates market-wide business development plan in conjunction with the Managing Director , Chief Development Officer, Investment Advisors, and other ... Job Purpose & Scope Responsible for developing, managing , and maintaining revenue generating investment and trust relationships and assists in the development of… more
- Citigroup (New York, NY)
- …fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional ... of responsibility over technical strategy. Responsible for handling resource management and allocation of work within the team/project. **Key Responsibilities:**… more
- Citigroup (Queens, NY)
- …them achieve their goals. The Financial Crimes and Shared Client Controls Capabilities Managing Director will be responsible for overseeing a global team ... enhanced engagement with 2nd LOD, audit and regulators. + Significant Wealth Management Team interactions and Governance Committee presentations.… more
- Charles Schwab (Naples, FL)
- **Your opportunity** **MD, Head of Relationship Management & Service** The Managing Director , Head of Relationship Management & Service will lead the ... reduce operating risk and cost, and drive growth. The Managing Director , Head of Relationship Management...utilization of our MI solutions. + Secure alignment within Wealth Advice Services and Schwab Asset Management … more
- Scotiabank (New York, NY)
- Managing Director , Global Identity Access Management **Requisition ID:** 223872 **Salary Range:** 247,200.00 - 411,000.00 _Please note that the Salary Range ... in our employees and helping you continue your career at Scotiabank. **_Purpose_** The Managing Director , Identity Access Management (The MD) is responsible… more
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