- Citizens (Charlotte, NC)
- …Director with sector expertise and transaction experience in FIG - RIA/ Wealth Management . The Managing Director is responsible for leading all phases ... and drive new business origination and prospecting efforts. The Managing Director plays an integral role in...Citizens' efforts to build a leading advisory position within RIA/ Wealth Management and other responsibilities include strategic… 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 ... an in-depth understanding of the financial planning/advisory approach utilized in managing client relationships. + Demonstrates an in-depth understanding of the… more
- 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
- 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 ... customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of...and skills** + 10+ years proven experience coaching and managing multiple layers of management and employees… more
- Bank of America (San Francisco, CA)
- …Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing...the delivery and integration of a broad range of wealth products and services (financial planning, asset management… more
- JPMorgan Chase (New York, NY)
- …summary:** As a Managing Director , Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing ... risk and supporting the JPM Wealth Management business. You will lead the risk management...new loans, modifications, risk grades, and annual reviews while managing and developing junior Credit Officers and Analysts. +… 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
- Eastern Bank (Lynn, MA)
- …the executive team in managing and optimizing the operations of the wealth management division. This role involves strategic planning, project management ... Managing standard reporting and metrics to support the wealth division governance committees, performance, and driving outcomes. **Project...+ Serve as a liaison between the Head of Wealth , Senior Director Operations, Management … 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
- JPMorgan Chase (New York, NY)
- …and effective. Your strong analytical and communication skills will be key in managing risk within the asset management industry. **Job responsibilities** + ... **Job Description** JP Morgan Asset Management is a leading global asset manager with...managing compliance-related risks. + Experience in leading risk management initiatives in a global or multi-national asset … 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
- 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...securities / investment industry + 5+ years of experience managing a team of people required + Licenses required… more
- Insight Global (Cleveland, OH)
- …team providing their expertise in strategic wealth planning to support the Managing Director in empowering the client to achieve their goals. Position ... Description Day to Day: Insight Global is seeking a Director of Trust and Estates, Wealth Strategist...Planning Group for one of our top clients, a wealth management firm. This position uses expertise… 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
- PNC (Pittsburgh, PA)
- …technical initiatives within PNC's business technology organization (specifically for wealth management /private bank), ensuring that strategic technology plans ... optimum success in this role. Also, knowledge of technology used to support the wealth management /private bank business stream will also be very helpful. **Job… more
- Citigroup (Atlanta, GA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... financial goals. This position is focused on developing and managing client relationships in the Law Firm Segment of...achieve broad financial/investment goals related to the creation and management of wealth . + Plan and prioritize… 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
- HUB International (San Diego, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... a similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least 10+ years of work experience… more
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