- VERMONT FOODBANK (Barre, VT)
- …Outlook, Word, Excel, teleconferencing applications, and familiarity with database management . Comfort using wealth screening software.Experience with ... Position Purpose:The Director of Strategic Giving will lead a team of effective...they will support the grant manager/s in the fiscal management and reporting of private and government grants; coordinating… more
- WSFS Bank (Wilmington, DE)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... corporate environments and enterprise-wide projectsExperience must include leading change management initiatives , communications strategies, organizational design and… more
- WSFS Bank (Philadelphia, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... an understanding of banking products and services for retail, commercial, cash management , wealth and other niche businessesExcellent organization and project … more
- WSFS Bank (Bryn Mawr, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... management , and recognition systems are applied to support strategic objectivesImplement effective workforce planning techniques by analyzing forecasting and… more
- WSFS Bank (Wilmington, DE)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or… more
- Creative Financial Staffing (Crystal Lake, IL)
- …delivered. The Director of Operations serves as a critical linchpin between the wealth management and accounting and tax services teams. Strong candidates ... budget Work with senior leadership to execute on the strategic initiatives for the firm and roll...operations experience in a tax and accounting firm and/or wealth management setting is preferred, but not… more
- Rose International (Minneapolis, MN)
- …negotiating contracts that arise out of our combined Operations and our Wealth , Corporate, Commercial, and Institutional Banking business lines.Top 2 MUST HAVE ... and make recommendations Preferred Skills: - JD or MBAVendor management Banking industry experience.Contracts Analyst Summary:Our Enterprise Procurement Partners… more
- JPMorgan Chase (New York, NY)
- …a fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance Team lead - Vice ... President within the Strategic Initiatives , Marketing & Functional Finance team,...managing and promoting strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management… more
- JPMorgan Chase (New York, NY)
- …Banking, Consumer Banking, and the Private Bank. **Job summary:** As the ** Strategic Initiatives Lead** on the **Field Performance and Incentives Team** ... , you will own the end-to-end delivery of strategic initiatives working across a large group...execution within the financial services industry, preferably in a wealth management or investments organizations + Able… more
- Morgan Stanley (New York, NY)
- …business units and Wealth Management functions to support alignment of Wealth Management Strategic Initiatives . Bachelor's Degree in ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Citigroup (Jersey City, NJ)
- …experience in operations, strategic planning, or related roles, preferably in wealth management or financial services. + Proven experience in leading ... programs and initiatives that align with the strategic goals of Wealth Operations, ensuring end-to-end...including senior management , to ensure alignment on strategic priorities and operational initiatives . + Communicate… more
- Morgan Stanley (New York, NY)
- …and be a high impact team member. Responsibilities include: * Strategic Initiatives : Assist with the project management and execution of UHNW strategic ... Morgan Stanley Wealth Management provides a range of...development, analysis, and execution of a broad range of strategic and tactical business initiatives , including: overall… more
- Citigroup (New York, NY)
- …for Citi for AML matters relevant to Wealth .** **Set, develop, and implement strategic AML compliance risk management direction for the Wealth group ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Citigroup (New York, NY)
- …Security Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to ... role will partner with cross-functional stakeholders to influence and drive implementation of strategic change initiatives from the CISO and in support of the… more
- BMO Financial Group (Naperville, IL)
- …team, you will play a key role in enabling the data & analytics ambition for Wealth Management , a high-growth business for the bank. Wealth Management ... all Wealth businesses - in alignment with Wealth Management Data Governance Program to enable...and ensures alignment. + Supports development and execution of strategic initiatives in collaboration with internal and… more
- JPMorgan Chase (New York, NY)
- …funds (ETFs), and separately managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. You will lead ... managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment...that meet the needs of our clients. We drive strategic initiatives to ensure our platforms and… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- Citizens (Charlotte, NC)
- …and consultation to Wealth leadership and their teams + Execute strategic initiatives as appropriate + Develop high-quality presentations for various levels ... Description Citizens Wealth Management is seeking a highly...will work closely with senior leaders and stakeholders on strategic initiatives , distribution processes and routines, executive… more
- JPMorgan Chase (New York, NY)
- …fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the Strategic ... managing and propelling strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management...alignment and compliance with firm policies + Collaborate with Strategic Initiatives team on business cases for… more
- JPMorgan Chase (New York, NY)
- The US Wealth Management **Business Transformation Office (BTO)** is seeking an experienced Vice President to join their team in New York or Columbus. This role ... for the end-to-end strategy definition and execution for the firm's top strategic initiatives . BTO partners across functions, business lines and leadership… more
