- 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 Management ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the...and tools. * Reviews audit reports drafted by the Senior Manager/ Manager and reviewed by the Director… 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 a pivotal role in supporting the executive team in managing and optimizing the operations of the wealth … more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to assist in the successful accomplishment of overall Wealth … more
- Citigroup (Jersey City, NJ)
- …We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of ... clients across the entire wealth spectrum. It has been...through interactive dashboarding capabilities. The CGWT BEL is a senior technology leader with deep experience in program management,… more
- Citigroup (San Francisco, CA)
- …Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product ... partners, coordinating Wealth 's engagement across the Global Family Office ...client community. + Coordinate with the full suite of senior product partners across CPB's global advisory services, including… more
- JPMorgan Chase (Plano, TX)
- …and strategy, and providing valuable regulatory insight. As Insurance Attorney: Executive Director , Assistant General Counsel within our Wealth Management Legal ... support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including… more
- Citigroup (Los Angeles, 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 ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Atlanta, GA)
- 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 ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Significant external communication with senior … 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 ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
- Citigroup (New York, NY)
- The Director position resides within the Client Delivery team, which maintains a mandate to help deliver the best of Citi across our client franchise, ensuring we ... The job requires a comprehensive understanding of the Institutional and Wealth client businesses, combined with a solid conceptual / practical grounding… more
- Citigroup (Wilmington, DE)
- …oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and Wholesale ... for assigned book of work and provide assurance for wealth businesses in accordance with the applicable Risk Policy....The individual will lead discussions and provide updates to senior independent risk leadership and key business & functional… more
- JPMorgan Chase (Chicago, IL)
- …planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JP Morgan ... JP Morgan Wealth Management provides individuals, advisors and institutions with...and verbal communication skills; must be comfortable dealing with senior management + Excellent leadership skills in change management… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...product and control groups as well as visibility from senior business leaders. **Qualifications:** + 15+ years of experience,… 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...and Analysts. + Provide recommendations to business partners and senior management during the prescreen, structuring, and approval-to-pitch process.… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Technology Execution Director within PNC's Line of Business CIO Group, you will be based in one ... be performed remotely, at the manager's discretion. This role is a senior -level position responsible for overseeing the implementation and delivery of technical… more
- JPMorgan Chase (New York, NY)
- …create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and ... regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance,… more
- BMO Financial Group (Stevens Point, WI)
- We are currently seeking a Senior Wealth Management professional who excel in sales and relationship management, boasting a robust network of COIs, Business ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Product Manager to support the continued growth and success of our Wealth Advisory Services platform. This role is instrumental in enhancing advisor engagement, ... driving marketing initiatives, and delivering actionable insights to senior leadership. The ideal candidate is a collaborative problem-solver with a strong… more
- Charles Schwab (Chicago, IL)
- **Your opportunity** The Director , SPWS Complex Reporting Consultant will be an **Addepar** expert engaging directly with Schwab ultra-high net worth (UHNW) clients ... to understand personalized needs and execute solutions. The Schwab Private Wealth Services (SPWS) Custom Reporting Team will broadly support the adoption and… more
- JPMorgan Chase (Columbus, OH)
- …striving to be best-in-class. **Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will ... and ensure compliance with relevant accounting policies. + Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves. + Mentor… more
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