- Creative Financial Staffing (Crystal Lake, IL)
- …is a rapidly growing Public Accounting business who are looking to add a Director of Operations to their team. The company has enjoyed incredible success in the ... $100,000 As an integral part of the team, the Director of Operations is responsible for ensuring all the...of Operations serves as a critical linchpin between the wealth management and accounting and tax services teams. Strong… more
- Children's Hunger Fund (Frisco, TX)
- …Campaign to fund the new CHF office location in Prosper, Texas. Reports To: Senior Director , Dallas Relates Closely With: Development Team, Donor Care Team, ... Ministry Development Team, Leadership Team, Executive Director of Relationship Development, Senior Vice President, President Primary Executive: Executive … more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery ... Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a...dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit… more
- Citigroup (New York, NY)
- …in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- US Bank (Charlotte, NC)
- …at-all from Day One. **Job Description** **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager - Wealth , Commercial, Capital Markets is a ... senior level management position that supports the Regulatory Compliance Audit Director / Senior Audit Director of the Risk Management and Compliance audit… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …days a week at our corporate office in St. Petersburg, FL. Job Summary The Director of Product Management - Wealth Management is responsible for partnering with ... for new and revised solutions and technology products. The Director will communicate the strategy to senior ...+ Experience in the following: + Project Management. + Wealth Management. + Enterprise Implementation. + Leadership Experience. +… more
- Citizens (Boston, MA)
- Description The Director of Non-Financial Risk Oversight (NFRMO) has overall responsibility for independent review and credible challenge of the Front-Line Unit ... aligned with our key business lines and departments with a focus on the wealth management, Commercial capital markets, and the Private Banking business areas. The … more
- Citigroup (Fort Lauderdale, FL)
- Serves as a senior business & product compliance risk manager for Independent Compliance Risk Management (ICRM) coverage of the US Citigold/CPC business segment ... within Wealth , as well as insurance and brokerage product offerings....messaging + Ability to interact and communicate effectively with senior leaders + Significant knowledge and expertise of Compliance… more
- BMO Financial Group (Sacramento, CA)
- …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
- World Insurance Associates, LLC. (Iselin, NJ)
- … Management. In this role, you will collaborate closely with the Marketing Director to support our Wealth Management Services marketing efforts. The ideal ... Position / Title: Manager, Marketing Communications - Wealth Management Location: Remote Position Objective, Typical Duties and Responsibilities Pensionmark, the… more
- Bank of America (Chicago, IL)
- …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 (Alpharetta, GA)
- …have an exciting opportunity for an executive recruiter to join our growing Wealth Management Talent Acquisition team. As an executive recruiter at Morgan Stanley, ... key talent. As an executive recruiter you will own and execute on Executive Director and Managing Director -level searches and will be well-versed in all aspects… more
- Citigroup (Tampa, FL)
- Senior Vice President - Operational Risk - Wealth Management Reporting to the Director , Global Wealth Products Lead, this position provides effective ... mitigation processes. "Business" in this context refers to the Wealth Global Products functions (CIO & Investment Solutions, Deposits...by the P&L owners who own the Risk. The Wealth Products ORM coverage team performs their role through… more
- CIBC (New York, NY)
- …second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of business by ... innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily… more
- Citigroup (Irving, TX)
- …expert (SME) audit teams, forming partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering a strong QA ... internal control environment for key stakeholders including the Board of Directors, senior management and Citi's numerous regulators globally. IA is a change agent… more
- JPMorgan Chase (Columbus, OH)
- …Supervision forums, front office or business partners outside Supervision, as well as senior management + Work with various wealth management teams, including ... will have the ability to make decisions/recommendations, with frequent exposure to senior leaders/stakeholders. You will also have the ability to manage and… more
- JPMorgan Chase (Chicago, IL)
- …and inclusion. As a Vice President Sales Practice Manager within JP Morgan Wealth Management, you will have the opportunity to identify and review potential sales ... practice issues. You will manage complex, high-risk escalations and communicate with senior level stakeholders. This role provides a unique opportunity to contribute… 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
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Senior Associate Athletic Director , Student-Athlete Development Job Profile Title Associate ... Director , Athletics Senior Job Description Summary The Senior Associate Athletic Director is responsible for overseeing the Pottruck Center for… more
- CIBC (Chicago, IL)
- …services units (commercial/retail banking, wealth management, and capital markets). The Senior Director , US AML Governance & Advisory, leads the teams ... President, US Chief AML Officer & Global Sanctions, the Senior Director , US AML Governance & Advisory...AML laws and regulations and strong understanding of banking, wealth management and capital markets products and services and… more
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