- Truist (Atlanta, GA)
- …with Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan ... of America) **Please review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...Review, address and escalate significant issues and activities to senior management . **Understand and monitor the legal,… more
- US Bank (Minneapolis, MN)
- …/ Senior Audit Director , in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and ... - Wealth , Commercial, Capital Markets is a senior level management position that supports the...management position that supports the Regulatory Compliance Audit Director / Senior Audit Director of the… more
- Scotiabank (New York, NY)
- …in alignment with business goals, drivers and the GWM Brand Promise of "Total Wealth Advice" for International Wealth Management . Primary Technology partner ... Managing Director , Engineering & International Wealth Lead...for the SVP, International Wealth Management , the VP will be responsible for transforming the… more
- Charles Schwab (Westlake, TX)
- …of the companywide compliance risk management program. Schwab seeks a Managing Director , Schwab Compliance, to support the firm's Wealth and Advice Solutions ... unit (WAS) was created to transform lives through accessible wealth management for every stage of the...a consistent and intentional big picture view. Each Managing Director , Schwab Compliance, engages with Senior and… more
- Morgan Stanley (Purchase, NY)
- …Stanley sponsored benefit programs. **Job:** **Finance* **Title:** * Wealth Management Finance Balance Sheet Controllers, Director /AVP* **Location:** *New ... providing a wide range of investment banking, securities, investment management and wealth management services....as advisor to Morgan Stanley's various businesses and its senior management team. Finance is responsible for… more
- JPMorgan Chase (Irvine, CA)
- …and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in Chase Wealth ... JP Morgan Wealth Management provides individuals, advisors and...and verbal communication skills; must be comfortable dealing with senior management + Possess excellent leadership skills… more
- HUB International (Fort Lauderdale, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ ... a proven track record to serve as Head of Wealth Management in our Fort Lauderdale, FL...ability to work collaboratively with cross-functional groups and support senior management . + Bachelor's Degree, CFP designation… more
- TIAA (New York, NY)
- …Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2024-06-01 Base ... ** Wealth Distribution Workplace Optimization** The Wealth Distribution Workplace Optimization Field Director ... of real estate portfolio needs + Strong relationship management skills and ability to influence senior … more
- Charles Schwab (Lone Tree, CO)
- …together. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab's ... wealth management strategy, while delivering industry-leading experiences, through solutions like...a broad range of investment products and solutions. The Director , Senior Tax Planning Specialist role is… more
- Charles Schwab (New York, NY)
- …seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker. The Schwab Private Wealth Services team is seeking a ... can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and technology products. The Director will communicate the strategy to senior management and secure the necessary commitments for development and launch. ... days a week at our St. Petersburg, FL, corporate office. Job Summary The Director of Product Management Planning and Strategy is responsible for partnering with… more
- US Bank (New York, NY)
- …Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief ... Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory...+ Performing other duties as requested by the Audit Director and Senior Audit Director .… more
- BMO Financial Group (San Jose, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Citigroup (New York, NY)
- …The Director of the Wealth Risk Reporting team is a senior management level position responsible for managing all aspects of reporting department ... Risk and Legacy Franchises/Banking & International Retail Risk Management . The Wealth Risk Reporting Director...staff and partnership with delivery/execution peers. This highly visible Director role is a senior management… more
- US Bank (Milwaukee, WI)
- …systemic approach to evaluate and improve the effectiveness of risk management , control, and governance processes. Our comprehensive scope of responsibilities ... the company, making us a valuable resource to executive management as they work to accomplish overall goals and...that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for… more
- TIAA (Charlotte, NC)
- …+ Demonstrated ability to work collaboratively with cross-functional groups and support senior management + A highly collaborative business partner who can ... advisory, broker-dealer, and securities regulatory requirements, and 3+ years of management experience + Ability to think critically and find creative, practical… more
- Comerica (Dallas, TX)
- DIVISIONAL HR DIRECTOR The Human Resource Director will direct, lead, plan, develop, and coordinate the policies, activities, and staff of the Human Resource ... communication skills. Position Responsibilities Business Unit: * Collaborates with senior leadership to understand the organizations goals and strategy related… more
- World Insurance Associates, LLC. (Iselin, NJ)
- … Management . In this role, you will collaborate closely with the Marketing Director to support our Wealth Management Services marketing efforts. The ... Position / Title: Manager, Marketing Communications - Wealth Management Location: Remote Position Objective, Typical Duties and Responsibilities Pensionmark, the… more
- Citigroup (Irving, TX)
- …and internal control environment for key stakeholders including the Board of Directors, senior management and Citi's numerous regulators globally. IA is a change ... the control culture of Citigroup worldwide and thereby support senior management decision making around the globe....teams responsible for Markets, Services, US Personal Banking and Wealth Management globally, and supporting the global… more