- Aristotle Capital Management (Denver, CO)
- …and client success. We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team. The SVP, Regional Director ... Company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the mountain… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery ... with Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit… more
- Truist (Atlanta, GA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to assist in the successful accomplishment of overall Wealth … 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 ... corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth management leadership experience + Expert… more
- Wells Fargo (Charlotte, NC)
- …moderate complexity within scope of responsibility + Collaborate with and influence Wealth Management Banking professionals, including senior managers, as well ... a flatter, more nimble organization that is easier to do business with, ** Wealth and Investment Management (WIM)** has created horizontal functions known as centers… more
- Tompkins Community Bank (Pittsford, NY)
- …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 market; oversee...written information; manage profitability; participate as a member of senior management at TFA in overall policy and planning… more
- Morgan Stanley (Pasadena, CA)
- …(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Investments is a senior service level position for aFinancial Advisor(s) ... its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Private Wealth Management Director of Investments - Bilingual English/Mandarin… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Risk & Analytics (IR&A) is responsible for review of Global Wealth Management business. IR&A's Client Risk team is responsible for ... and fiduciary activities, metrics, and control activities for JPM Wealth Management (JPMWM). You will work closely with other...risks. **Job summary** As a Fiduciary and Suitability Risk Director on the WM Investment Risk & Analytics (IR&A)… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...product and control groups as well as visibility from senior business leaders. **Qualifications:** + 15+ years of experience,… 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 ... regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management. Responsibilities include: + This leader will serve as the… more
- Citigroup (Jersey City, NJ)
- …(AML) Risk Management Director for US Retail Brokerage/Broker-Dealer and Consumer Wealth is a senior management level position responsible for establishing ... the AML risk management program for the US broker dealer and consumer wealth business lines, manage a team, utilize in-depth specialty knowledge to identify… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …our St Petersburg, FL Corporate Office. **Job Summary:** As part of the IT Wealth Management division, the Director of Product Management is responsible for ... for new and revised solutions and technology products. The Director will communicate the strategy to senior ...The Director will communicate the strategy to senior management and secure the necessary commitments for development… more
- BMO Financial Group (Madison, WI)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Bank of America (Los Angeles, CA)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
- Morgan Stanley (Purchase, NY)
- * Wealth Management Capital Markets Attorney VP/ED* *Company Profile:* Morgan Stanley is a leading global financial services firm providing a wide range of investment ... banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide...and Compliance Division is seeking to hire an Executive Director or Vice President (commensurate with experience) to provide… more
- Citizens (Tarrytown, NY)
- …will have responsibilities within the compliance program for the Citizens Private Wealth segment of Citizens Wealth Management, including its registered ... of the regulatory environment, strong leadership skills, and experience working in Wealth Management. At Citizens, we're more than a bank and here you'll… more
- City National Bank (Jersey City, NJ)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/ Director and senior management in meetings, presentations, ... *MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager...synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written… more
- Kestra Financial (Columbus, OH)
- The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer ... management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/Operations Director of a large book of business including handling all… more
- Vanguard (Malvern, PA)
- …inclusive of appropriate operational and supervisory oversight within the business. The Senior Compliance Director , Head of Retail Regulatory Enablement will: + ... growing and evolving service offerings, Vanguard is seeking a highly skilled senior compliance professional to lead strategic compliance support related to business… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …connections and value diversity, equity, and inclusion. We are currently seeking a Senior Associate Director of Pipeline Optimization. This position will support ... Analyzes complex financial disclosure documents, real estate, and other wealth indicators for the purpose of determining accurate ...DETAILS: In addition to the duties outlined above, the Senior Associate Director may be required to:… more
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