- Citigroup (New York, NY)
- …championing the leadership principles. + Expert technical knowledge of executive search in Wealth Management , US Consumer Banking , or other related fields, ... ability to manage complex international hiring processes + Strong project management skills + Digitally aware, ensuring deployment of effective CRM systems… more
- City National Bank (Minneapolis, MN)
- ** HEAD OF WEALTH MANAGEMENT , DATA...business goals of the entertainment banking , private banking and wealth management division. You ... **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Head of Wealth Management (WM),...data-driven decision-making within the entertainment banking , private banking , and wealth management division.… more
- Citigroup (New York, NY)
- …wealth in partnership with Wealth Tech and Design team across wealth management and related digital financial services. + Experience delivering end-to-end ... **Global Head of Wealth Platform and Experience**...and North America. It delivers the full range of wealth products across investments, banking , lending, insurance,… more
- Citigroup (New York, NY)
- …wealth requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals ... generation/inherited wealth , law firms and attorneys. From banking and cash management to lending, investment...a portfolio exposure of approximately $170 Billion within Citi Wealth . The Head of Lending manages the… more
- Wells Fargo (St. Louis, MO)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... **Wells Fargo Wealth & Investment Management (WIM)** provides...segments **About this role:** Wells Fargo is seeking a Head of WIM Mortgage with full business management… more
- JPMorgan Chase (New York, NY)
- The Strategy Lead - Wealth Management and Business Banking Partnership ("Business & Wealth Strategy Lead") will be responsible for all aspects of the ... strategic relationship between Wealth Management and Business Banking ... Head of Investments & Advice for Chase Wealth Management , Personal Advisors, and Self-Directed. They… more
- Citigroup (New York, NY)
- …corporate and investment banking , securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief...internal control functions and regulators within the US; particularly banking and AML regulators** **Ability to influence and lead… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... management , trust and estate planning, investment finance and banking . By building on the strengths and capabilities across...and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and… more
- 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... services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth … more
- Truist (Houston, TX)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace + Excellent written, ... + The role requires significant leadership, sales and relationship management , business development, presentation and sales skills that establish...and offer strategic advice and competitive analysis to the Head of Specialty Wealth in order to… more
- HSBC (New York, NY)
- …Financial Planning Lead leads the strategic financial planning delivery for the US Wealth & Personal Banking business, serves as subject-matter expert on ... to formulate and implement holistic financial planning advice. HSBC Wealth & Personal Banking US is an...furtherance of a client's stated financial goals + Assist Head of Wealth Planning and the WPB… more
- TIAA (Waltham, MA)
- …etc. + Oversees the strategy and development of a coaching plan to support Wealth Management Coaches to work with their teams on meeting/exceeding the ... and Solutions Coaching Region Manager reports to the MD, Head of Wealth Sales & Solutions Coaching....Shapes and adopts the client engagement process and practice management that drives the success of the Wealth… more
- HSBC (New York, NY)
- …qualifications to succeed in this role: + Minimum of 10 years proven Wealth Management supervisory or related investment supervisory experience required. + ... our people, our investors, our communities and the planet we all share. Wealth Supervisors ("WS") are responsible for overseeing the supervision of the Wealth… more
- Truist (New York, NY)
- …sales goals, identifying and delivering on client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth ... Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and...Bachelor's Degree 2. 8 years or more of private banking experience in wealth -focused roles 3. FINRA:… more
- JPMorgan Chase (Fort Worth, TX)
- …+ Advanced degree such as JD or MBA + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management ... title issues. **Responsibilities:** + Work closely with the Global Head of Mineral Asset Management to ensure..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Citizens (San Francisco, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking , grow deposits, and expand in key ... Additionally, a dynamic, industry leader has been appointed as Head of Citizens Private Wealth Managers to...+ Undergraduate degree a plus + Foundational knowledge of investment/ wealth and banking products + Detail oriented… more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... The Risk organization's Head of Project Management Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment to manage… more
- JPMorgan Chase (Plano, TX)
- …of SQL queries experience with a strong analytical background; compensation, project management and Wealth Management experience + **Strong organizations ... critical to recruiting, motivating, and retaining Advisors. The Advisor Performance Management and Incentive Strategy team is responsible for end-to-end design and… more
- Citigroup (Glen Head, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order… more
- Citigroup (Irving, TX)
- …**Responsibilities:** + Lead the Issue Management vertical supporting Services, Markets, Banking , USPB and Wealth Fraud and Financial Crimes. + Deliver ... Head of Fraud and Financial Crimes Issue Management manages multiple teams through other managers and is...supports Financial Crimes and Fraud Prevention across US Personal Banking and Wealth as well as Fraud… more