- Tradeweb (New York, NY)
- …brand health, recommending areas of improvement, and communicating progress with senior management and other functional leaders. Their strategic thinking, ... brand strategies into execution. + Has background which includes presenting to senior management . + Can translate quantitative data into qualitative insights… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... Tradeweb's growing Internal Audit Department. This role will report directly to Director , Technology Audit, Internal Audit. This role offers the opportunity to… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... management for 3 teams: Digital, Data & Strategy; Wealth Management , Operations and Risk; and Advice,...and Solutions within our AWM division . T he Senior Director will be an executive leader… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management -level position responsible for managing a Citi Global Wealth credit portfolio within an ... line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio… more
- Wells Fargo (Charlotte, NC)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... Wells Fargo is seeking a Finance Director to serve as the Finance Leader for...prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management ** Wells Fargo Wealth… more
- Citigroup (Smithtown, NY)
- …Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for the business ... The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives… more
- Huntington National Bank (Chicago, IL)
- …segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the creation and ... Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution… more
- JPMorgan Chase (New York, NY)
- …to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JPMA, you will be ... JP Morgan Wealth Management provides individuals, advisors and...and verbal communication skills; must be comfortable dealing with senior management + Excellent leadership skills in… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts...trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory team, you… more
- Charles Schwab (Austin, TX)
- …our ongoing commitment to democratize access to investing and financial planning. Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab ... Technology Services dedicated to supporting the technology needs of the Wealth and Advice Solutions (WAS) business. Our mission is to empower high-net-worth (HNW)… more
- TIAA (Charlotte, NC)
- …Qualifications:** + University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a senior risk leader or an ... Level** 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management ,...to work collaboratively with cross functional groups and support senior management . + Ability to evaluate appropriate… more
- Vanguard (Malvern, PA)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and ... part in developing solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or investors. The role… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (Palo Alto, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... and differentiated digital experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for both clients and… more
- BMO Financial Group (Rolling Meadows, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management , boasting a robust network of COIs, ... assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on...is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge… more
- Citigroup (New York, NY)
- …operating efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales._ + _Participate ... _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and...strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including… more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service,… more
- Truist (Nashville, TN)
- …with multiple priorities 8. Strong understanding of banking, lending, commercial and wealth management solutions 9. Excellent interpersonal and relationship ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
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