• Managing Director - Wealth

    Tompkins Community Bank (Pittsford, NY)
    …assigned 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 or manage assigned wealth management accounts in accordance with legal… more
    Tompkins Community Bank (10/11/24)
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  • Merrill Private Wealth Supervision Manager

    Bank of America (Los Angeles, CA)
    …Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's functions as a ... Supervision Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of... risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor. Their… more
    Bank of America (11/06/24)
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  • Merrill Private Wealth Supervision Manager

    Bank of America (San Francisco, CA)
    …Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's functions as a ... make a difference. Join us! **Job Description:** Merrill Private Wealth Division provides comprehensive wealth management... risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor. Their… more
    Bank of America (10/17/24)
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  • Merrill Private Wealth Market Client…

    Bank of America (Los Angeles, CA)
    …Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
    Bank of America (11/16/24)
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  • Wealth Regional Managing

    Truist (Atlanta, GA)
    …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing...the delivery and integration of a broad range of wealth products and services (financial planning, asset management more
    Truist (10/17/24)
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  • Private Wealth Management Group…

    Morgan Stanley (Pasadena, CA)
    …(M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth Management Group Director **Location:** *California-Pasadena* ... helps shape the vision of client service and business management for the Financial Advisor / Private Wealth...opportunities, and overseeing client meetings and events. The Group Director supports the Financial Advisor / Private Wealth more
    Morgan Stanley (10/26/24)
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  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    …skills, adaptability, and flexibility in constantly changing environments. As an Executive Director , Strategy Lead Wealth Management and Business Banking ... The JP Morgan Wealth Management (USWM) business, with ~$600...fully serve small businesses and provide a bridge to managing wealth for company employees and owners… more
    JPMorgan Chase (11/01/24)
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  • Managing Director , Head of Fixed…

    Citigroup (Queens, NY)
    The Model/Anlys/ValidExec Grp Mgr role resides in Citi's Global Model Risk Management (MRM) group and manages multiple teams of highly specialized and quantitative ... of the different theories and practices relevant to the Model Risk Management function. In-depth knowledge of the industry and relevant regulatory requirements are… more
    Citigroup (09/27/24)
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  • Senior Vice President, Regional Director

    Aristotle Capital Management (Denver, CO)
    management and client success. We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team. The SVP, Regional ... Director - Wealth Management Group will assist the Company...work: required + Proven track record of success in managing multi state, multi strategy sales territory: required +… more
    Aristotle Capital Management (11/12/24)
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  • Compliance Director - Citizens Private…

    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 ... and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities include: + This leader will serve… more
    Citizens (10/26/24)
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  • Wealth Management Finance,…

    Morgan Stanley (Purchase, NY)
    …and other Morgan Stanley sponsored benefit programs. **Job:** **Finance* **Title:** * Wealth Management Finance, Director /AVP* **Location:** *New ... providing a wide range of investment banking, securities, investment management and wealth management services....Finance PMO organization, the individual will be responsible for managing small and large projects across the WM Finance… more
    Morgan Stanley (10/07/24)
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  • Wealth Development and Business Enablement…

    Huntington National Bank (Columbus, OH)
    …and effective manner. Duties and Responsibilities: + In coordination with the Wealth Management lines of business, develops the bank's overall training ... Description Summary: Managing a team to direct design of all Wealth Training and development programs and initiatives including Mass Affluent Academy, Licensed… more
    Huntington National Bank (10/18/24)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
    Citigroup (11/01/24)
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  • Tax Director at Wealth

    Robert Half Finance & Accounting (San Francisco, CA)
    …$50 billion in assets, specializes in exclusive family office services and personalized wealth management solutions. This position offers a hybrid work schedule ... to client goals. + Collaborate with cross-functional teams to design integrated wealth planning strategies. + Deliver expert tax advice and leverage technology to… more
    Robert Half Finance & Accounting (11/10/24)
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  • Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... on NAM region + Responsible for the partnership between Banking and Wealth Investment Solutions to optimize retail participation in Direct Private Investment… more
    Citigroup (11/21/24)
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  • Wealth Management Solutions, Private…

    JPMorgan Chase (New York, NY)
    …serve as the Treasurer/Principal Financial Officer for a fund complex within JP Morgan Wealth Management . The ideal candidate will have a strong background in ... accounting oversight, and financial reporting, with a proven track record of managing complex fund structures and leading diverse teams. This crucial role within… more
    JPMorgan Chase (11/24/24)
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  • International Private Bank- Wealth Advisor-…

    JPMorgan Chase (Miami, FL)
    …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the International Private Bank, you will...+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals +… more
    JPMorgan Chase (10/19/24)
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  • Audit Director , Distribution, Store…

    TD Bank (New York, NY)
    …details for this role. **Line of Business:** Audit **Job Description:** The Audit Director , Distribution, Store Support, Wealth , CC & ATM is responsible for ... overseeing, planning, executing the audit activities for customer facing roles including Wealth , Stores/Branches & Support, Contact Centers and ATM for all TD Bank… more
    TD Bank (11/14/24)
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  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... 3,500 branches and 20 offices. As a JP Morgan Wealth Management - Associate, Sales Strategy Support...the weekly Field Leadership Team staff meeting, bi-monthly Regional Director calls, weekly Market Director calls and… more
    JPMorgan Chase (11/09/24)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Plano, TX)
    JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… more
    JPMorgan Chase (10/16/24)
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