- Truist (Atlanta, GA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management...offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of… more
- Tompkins Community Bank (Pittsford, NY)
- …assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; ... lead wealth management business development efforts within the...Leadership and corporate marketing to maintain and grow TFA's public image. + Participate as a member of senior… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities include: + This leader will serve… more
- Morgan Stanley (Purchase, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Finance* **Title:** * Wealth Management Finance, Director /AVP* **Location:** *New ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Truist (Charlotte, NC)
- …Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan spanning the ... review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery... Wealth business, including advisory, brokerage/investment management , lending,… more
- Citizens (Johnston, RI)
- …immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility ... analyzing, and identifying emerging risks, escalating to the Senior Director / Director of First Line Risk where appropriate....focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material… more
- S&P Global (Chicago, IL)
- …financings and federally enhanced housing issues across the country. As the Associate Director , you will participate in the management of a complex portfolio ... Level (for internal use):** 12 **The Team** The Americas Public Finance Housing team covers a portfolio of about...this opportunity. **Responsibilities and Impact** : As the Associate Director , you will analyze a portfolio of housing entities… more
- S&P Global (Boulder, CO)
- **About the Role:** **Grade Level (for internal use):** 12 **The** **Role:** Associate Director , US Public Finance - **Cross Analytic Practice Expertise (CAPE)** ... and excited while balancing the broader needs of Americas Public Finance. We have a strong culture of analytical...analysts on multiple sectors. **The Role** As an Associate Director on the CAPE team, you will be responsible… more
- Immigration and Customs Enforcement (Washington, DC)
- …This is not a bargaining unit position. Responsibilities As a Supervisory Public Affairs Specialist (Deputy Communications Director ), you will perform the ... for internal and external use; and advise on potential media and public reaction to proposed policies and programs. Requirements Conditions of Employment… more
- S&P Global (Monterey, CA)
- …the Role:** **Grade Level (for internal use):** 14 **The Team:** The Americas Public Finance Ratings department has an opportunity for a Sector Lead role covering ... including state housing finance agencies, social housing providers including public housing authorities, community development financial institutions (CDFIs), rental… more
- Harvard University (Cambridge, MA)
- …Location:USA - MA - Cambridge Business Title:Assistant Director , Research and Prospect ManagementSub-Unit: Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) ... + A minimum of four (4) years of experience with wealth -related research or related experience, preferably in a development-related environment. Additional… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Assistant Director of Research, Prospect Management , and Data Analytics - Penn Engineering ... of Development and in collaboration with Penn Engineering development staff, the Assistant Director for Research, Prospect Management , and Data Analytics will be… more
- Broadridge Financial Solutions (Edgewood, NY)
- …career, while helping others along the way, come join the Broadridge team. Sr. Director , Category Management - Print Production will have responsibility for ... of Print Production and Logistics is to assist Senor Director , Facilities Category Management with promoting and...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge,… more
- Johns Hopkins University (Baltimore, MD)
- …Development Analytics team in support of the institution's fundraising initiatives. The Director of Relationship Management & Prospect Analytics analyzes trends ... Director Strategic Prospect Information Job Posting Title (Working Title): Director of Relationship Management and Prospect Analytics Role/Level/Range:… more
- The Chicago Community Trust (Chicago, IL)
- Job Descriptions: The Director , Impact Investments role encompasses all aspects of mission-aligned investing at The Chicago Community Trust, ranging from ESG ... investing to catalytic capital. The Director , Impact Investment will report to the AVP/Chief of...important to consider racial and gender diversity in the management of our investment portfolio, and we are committed… more
- Wesleyan University (Middletown, CT)
- …and build a pipeline of donors for the future. Reporting to the Senior Director of Advancement Information Management , the Assistant Director , Business ... relationship and contact information. + Assist front-line fundraising staff in prospect management including the promotion of wealth and inclination indicators,… more
- University of Pennsylvania (Philadelphia, PA)
- …and Research is integral to the University's prospect identification and pipeline management efforts. The Director of Prospect Development and Research will ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- …high-level written product and advance student understanding of the rule of law in public life. The CERL Executive Director assists the fundraising efforts of ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...and resources, and much more. Posted Job Title Executive Director , Center for Ethics & the Rule of Law… more
- Harvard University (Cambridge, MA)
- …Department Office Location:USA - MA - Boston Business Title:Associate Director , Prospect and Development Research, External RelationsSub-Unit: Salary Grade ... required, including at least 3 years in direct research and prospect management within a not-for-profit development environment. + Proficiency in Word, Excel… more
- Johns Hopkins University (Kansas City, MO)
- …an i-team focused on building prosperous futures through climate action and advancing racial wealth equity. The Director works closely with the mayor and their ... **_i-team Director , Kansas City, MO_** Koya Partners (https://diversifiedsearchgroup.com/) ,...Seven or more years of experience in business administration, public policy, organizational development, strategy development, change management… more