- 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 (Sales ... and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase sales productivity,… more
- KeyBank (New York, NY)
- …the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship ... New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- JPMorgan Chase (Houston, TX)
- …derivative-based transactions, and exchange funds) will also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth Management, you will ... Wealth Planning & Advice is a group of...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- Manulife (Boston, MA)
- …and Institutional) and are a major player in North America, Asia and Europe. The Director , Wealth Strategy is a key contributor to the overall strategy, growth, ... and transformation of the MIM franchises. Reporting to Head, Wealth and Retirement Strategy, the Director will have a specific focus on our NA Wealth … more
- Zions Bancorporation (Midvale, UT)
- …Western United States. Essential Functions: We are seeking a dynamic and experienced Marketing Director - Wealth Management to join our team and drive our ... regulatory bodies like FINRA. They will collaborate closely with the Director of Enterprise Wealth Management and Executive Director of Enterprise Retail… 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 ... Engineering Background + Needs to drive Engineering Choices for Wealth Business + Background of Engineering Wealth ...for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/advisor and UHNW client… more
- JPMorgan Chase (West Harrison, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create ... range of clients, from those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our customers which results in all… 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 Management and ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the...by the Senior Manager/ Manager and reviewed by the Director of Audit. * Directs coordination of co-sourced internal… more
- DXC Technology (Austin, TX)
- …boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can partner ... successful candidate will lead sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side by side with account… more
- Charles Schwab (Southlake, TX)
- …and evolve the Compliance program to ensure alignment with regulatory expectations. The Director , Schwab Wealth Advisory Compliance will serve as a second line ... an enterprise-wide perspective. The role will report to the Director of Schwab Wealth Advisory Compliance. *This is an individual contributor position. **What… more
- Vanguard (Scottsdale, AZ)
- The Regional Director , Personal Investor Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing wealth ... What it takes + Leads a team of Arizona-based Wealth Advisor Executives who manage the wealth of the largest and most complex individual investors (and… more
- Equitable (New York, NY)
- Director of Analytics, Wealth Management and Group Retirement ( 2500005V ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable ... that will help unlock your potential? Equitable is seeking a strategic, Director of Analytics leader to drive data-driven decision-making for our Wealth… more
- BMO Financial Group (Winnetka, IL)
- **NOT A LEADERSHIP ROLE** **We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network ... Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team....is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank… more
- ADP (CT)
- **ADP is hiring a** **Sr. Director , Actuary - Health & Wealth Benefits organization** . In this role, you will apply statistical and mathematical techniques to ... work with large data sets; and provide actionable insights. **As the Sr. Director in TotalSource,** you will have a passion for health insurance--a motivated… more
- JPMorgan Chase (New York, NY)
- Wealth Planning & Advice (WP&A) is a group of...Director - Athlete Center of Excellence on the Wealth Planning & Advice Team, you will have a thorough ... with advisors and their clients to educate them about wealth planning opportunities both simple and complex. We provide...complex. We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in… 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....mitigate current and emerging credit / investment risk across Wealth Management. + Management of global and regional coverage… more
- Charles Schwab (Washington, DC)
- **Your opportunity** The Wealth and Advice Solutions enterprise defines and executes Schwab's holistic wealth management strategy delivering personalized advice ... As investor demand for advice continues to grow, integrating wealth and advice strategy, products, expertise, and capabilities, allows...of these and other products and programs. The Managing Director and his/her team will play a highly visible… more
- Kestra Financial (Novi, MI)
- …(Goals-Based Analysis and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or Abilities: ... The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides… more
- First Horizon Bank (TX)
- …On site in Louisiana or Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams ... compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts in their markets....with First Horizon Advisors. First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking… more
- Citigroup (Greenwich, CT)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
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