- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... effective coaching, and ongoing talent development for regional fiduciary team. + Provides management and guidance through...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Truist (Atlanta, GA)
- …CPA, CFA or CFP * 5 years of proven experience leading and managing multi- regional wealth teams * Completion or enrollment in professional level certification ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing...and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust … more
- JPMorgan Chase (Boston, MA)
- …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...clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading the ... and services to institutions and clients of the Huntington Private Bank with significant wealth and complexity Location: Columbus, OH - Chicago, IL - Detroit, MI -… more
- BMO Financial Group (Chicago, IL)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... management / sales / business development role. Not a leadership role. The Director title references the level of experience you have in sourcing and servicing… 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 ... flexible policies. Insurers need insights on how to drive trust and engagement, achieve growth and transform their operations....lead sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- Bank of America (Los Angeles, CA)
- …Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's ... Merrill Private Wealth Supervision Manager Los Angeles, California **Job Description:**...on managing risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor.… more
- Bank of America (Los Angeles, CA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... Merrill Private Wealth Market Client Relationship Manager Los Angeles, California...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Truist (Atlanta, GA)
- …client servicing and advisor support. 8. Escalate potential at-risk relationships to advisor/ regional managing director . 9. Serve as the on-site local contact ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....for wealth support advisory org teammates and leadership. 10. Maintain… more
- JPMorgan Chase (New York, NY)
- …+ Manage materials for the weekly Field Leadership Team staff meeting, bi-monthly Regional Director calls, weekly Market Director calls and the ... The JP Morgan Wealth Management (USWM) business is focused on helping...Demonstrate strong ability to "tell the story" + Build trust and rapport through all interactions to deliver the… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Director , Annual Giving Job Profile Title Assistant Development Officer...relationships. Job Description Duties + Maintain a rigorous local, regional and national travel schedule, meeting with current donors… more
- HUB International (Covington, LA)
- …casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in offices ... mergers and acquisitions. **Overview of Position** The Human Resources Director will serve as a thought leader and change...and optimization, rewards programs and employee engagement** in a regional capacity for HUB in ways that help drive… more
- HUB International (Chicago, IL)
- …our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more… more
- Cherry Bekaert (Cincinnati, OH)
- …with us. As our firm expands, we have an opportunity for a seasoned Tax Director , looking to make an impact, who will be responsible for growing and serving our ... of experience in business taxation working for a Big 4, large national, or regional accounting firm + Experience with executing the strategy and plans to grow a… more
- HUB International (Chicago, IL)
- …our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more… more
- Huntington National Bank (Charlotte, NC)
- …and its affiliates provide consumer, small business, commercial, treasury management, wealth management, brokerage, trust , and insurance services. Huntington ... About Huntington Huntington Bancshares Incorporated is an approximately $189 billion regional bank holding company headquartered in Columbus, Ohio with a network… more