- Citigroup (Chicago, IL)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy… more
- JPMorgan Chase (Boston, MA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As an Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- JPMorgan Chase (New York, NY)
- …20 offices. As an Executive Director, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to present on capital markets as well as ... The JP Morgan Wealth Management (USWM) business is focused on helping...workshops for advisor development + Act as speaker for Group Meeting Presentations, and Zoom Office Hours + Schedule… more
- Morgan Stanley (FL)
- …client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for ... more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director, Wealth Strategies Broker Channel* **Location:** *Florida-Florida*… more
- Morgan Stanley (Los Angeles, CA)
- …client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for ... more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director, Wealth Strategies RIA Channel* **Location:** *California-Los… more
- Citigroup (New York, NY)
- …demonstrating and championing the leadership principles. + Expert technical knowledge of executive search in Wealth Management, US Consumer Banking, or other ... external and internal market + Manage, lead and develop a team of executive talent acquisition professionals + Drive creative strategies to achieve the best senior… more
- JPMorgan Chase (Atlanta, GA)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Consumer & Community Banking, you will need to work well in a ... team environment, be able to represent the manager/ group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes… more
- Regions Bank (Charlotte, NC)
- …Corporate Compliance Division Manager resides in the Compliance and Regulatory Risk group which is responsible for developing a strategy, process and practices to ... risks and issues + Manages a team of compliance group managers and specialists who are capable of researching...on compliance-related matters + May act as the business group Chief Conflicts Officer with oversight of conflicts identification… more
- Citigroup (New York, NY)
- …them achieve their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth business lines, you'll lead a team that designs ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...aspects of Design & UX for a significant business group or division. The User Experience executive … more
- Truist (Raleigh, NC)
- …relevant practice management models. 6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant ... in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth . Regularly collaborate, offer guidance, suggestions, and… more
- Equitable (Oak Brook, IL)
- Wealth Management Associate - Retirement Benefits Group - IL, Oak Brook (4092) ( 2200013U ) **Primary Location** : UNITED STATES-IL-Oak brook **Organization** : ... Equitable Advisors **Description** **Equitable Advisors- Retirement Benefits Group Job Description** Equitable Advisors is a leading firm...senior partner in a firm model, to employee and executive benefits and other specialized areas of focus +… more
- Citigroup (New York, NY)
- …to tell a story + Establish and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various Citi businesses and ... as we provide comprehensive solutions and advice to help our clients create Wealth . This will be achieved by 1) Systematic collaboration across Citi's Banking and… more
- Citigroup (New York, NY)
- ** Group Description** Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (Tampa, FL)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Bank of America (Los Angeles, CA)
- … Market Client Relationship Manager** (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the ... Merrill Private Wealth Market Client Relationship Manager Los Angeles, California...performance and contributions of their line of business and/or group ; and the overall success of the Company. Benefits… more
- Bank of America (Los Angeles, CA)
- …Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private Wealth Business Segment Supervision Executive (BSSE), with dual reporting to ... Merrill Private Wealth Supervision Manager Los Angeles, California **Job Description:**...performance and contributions of their line of business and/or group ; and the overall success of the Company. Benefits… more
- Bank of America (San Francisco, CA)
- …Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private Wealth Business Segment Supervision Executive (BSSE), with dual reporting to ... Merrill Private Wealth Supervision Manager San Francisco, California **Job Description:**...performance and contributions of their line of business and/or group ; and the overall success of the Company. Benefits… more
- Morgan Stanley (Purchase, NY)
- …attorneys covering corresponding businesses within Morgan Stanley's Institutional Securities Group . Wealth Management's Structured Investments business is an ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... In June of 2021, we partnered with Integrity Marketing Group , the nation's largest independent distributor of life and...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more
- Morgan Stanley (Purchase, NY)
- …procedures, tools and job aids to help facilitate effective administration of the Wealth Management Risk group * Support ad-hoc projects to ensure appropriate ... providing a wide range of investment banking, securities, investment management and wealth management services. With offices in more than 41 countries, the Firm's… more