- 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...The Director of Wealth Operations will play a pivotal role in...team in managing and optimizing the operations of the wealth management division. This role involves strategic … more
- Citigroup (Jersey City, NJ)
- …The Wealth Technology BEL Team is responsible for driving the strategic priorities of the Wealth Technology organization within Citigroup. Responsibilities ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational analysis across the global team, driving… more
- Truist (Philadelphia, PA)
- …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...the implementation of Truist's Touch and Technology = Trust strategic goal * Establish and maintain mutually beneficial business… more
- Citigroup (San Francisco, CA)
- The Global Family 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 ...sales efforts around suitable Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the… 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...be your comprehensive financial partner. The Banker is a strategic professional who closely follows latest trends in own… 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...Firm Segment of our business. The Banker is a strategic professional who closely follows latest trends in own… 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 (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 ... to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business,… more
- Citigroup (New York, NY)
- …complex, multi-faceted projects. + Lead the implementation of the bank's segment-level strategic initiatives by partnering with senior business leaders and ... The Director position resides within the Client Delivery team,...job requires a comprehensive understanding of the Institutional and Wealth client businesses, combined with a solid conceptual /… more
- PNC (Pittsburgh, PA)
- …technical initiatives within PNC's business technology organization (specifically for wealth management/private bank), ensuring that strategic technology plans ... 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… 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...various committees and projects which convene to collaborate on strategic initiatives **Required qualifications, capabilities, and skills** + 10+… more
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.… 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Strategy:** Analyze key performance metrics, identify trends, and present strategic recommendations to senior leadership. + **Product Development:** ... internal teams to support the expansion of referral programs and other strategic initiatives. **Qualifications:** + Experience in wealth management, financial… 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
- JPMorgan Chase (New York, NY)
- …approach to overseeing risks business. Offer insightful risk management counsel to senior leadership, guiding strategic decisions with a holistic view of ... and striving to be best-in-class. **Job summary** As a Senior Risk Manager within the Asset Management Risk team,...framework within the organization. We are looking for a strategic thinker with a deep understanding of financial markets,… more
- BMO Financial Group (San Francisco, CA)
- …to senior leaders for making business decisions and implementing strategic initiatives. + Develops an expert understanding of business/group challenges. + ... plans/strategies that are consistent with brand standards and align to strategic objectives. Develops, recommends and executes marketing plans for initiatives to… more
- BMO Financial Group (Winnetka, IL)
- …base to manage the risks of the loan portfolio. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the ... + Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. + Partners with the leadership team on strategic … 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 for ... managing complex Wealth Management audits and assisting the Audit ...performed, and effectively communicate audit results to the Audit Director , senior management and applicable Board/Committees in… more
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