- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... effective coaching, and ongoing talent development for regional fiduciary team. + Provides management and guidance through...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- JPMorgan Chase (Houston, TX)
- …closely with the Fiduciary Management team on a National basis. **Job Summary:** As a Regional Trust Team Lead within the South markets, you will supervise a ... the firm as a fiduciary. + Promote Sales: Grow the fiduciary business and the Regional Trust Team Lead works closely with Trust Officers and partners in the… more
- Truist (Atlanta, GA)
- …CPA, CFA or CFP * 5 years of proven experience leading and managing multi- regional wealth teams * Completion or enrollment in professional level certification ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing...and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust … more
- Truist (Houston, TX)
- …(United States of America) **Please review the following job description:** The Specialty Wealth Regional Managing Director is responsible for leading, ... JD, CPA, CFA or CFP + 5 years of proven experience leading and managing multi- regional wealth teams, preferably in the legal or medical industry + Completion or… more
- JPMorgan Chase (Los Angeles, CA)
- …derivative-based transactions, and exchange funds) will also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth Management, you will ... Wealth Planning & Advice is a group of...clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how… more
- The Chicago Community Trust (Chicago, IL)
- … wealth while excluding Black and Latinx families. Our Approach The Trust 's Growing Household Wealth strategy is organized around this simple equation: ... remote workspace tools Keyword: (Hybrid) October 2024 - May 2025 Community Impact Internship - Critical Needs/Household Wealth From: The Chicago Community Trust more
- JPMorgan Chase (Columbus, OH)
- …managers, and may have additional approval authority as assigned by the CHAM Regional Director or Team Lead. **Job Responsibilities:** + Conduct due diligence ... JPMorgan Asset & Wealth Management, with client assets of $2.8 trillion,...corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most… more
- DXC Technology (Austin, TX)
- …boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can partner ... flexible policies. Insurers need insights on how to drive trust and engagement, achieve growth and transform their operations....lead sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- BMO Financial Group (Kansas City, MO)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... stakeholders. + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the… more
- Bank of America (New York, NY)
- …Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's ... Merrill Private Wealth Supervision Manager New York, New York **Job...on managing risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor.… more
- Truist (Charlotte, NC)
- …(SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, ... change from time to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth...and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a… more
- Bank of America (New York, NY)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... Private Wealth Market Client Relationship Manager New York, New...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- TIAA (Frisco, TX)
- Regional Director The Senior Director , Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support ... Wealth Management. Partners with the Managing Director ...portfolios, while meeting compliance standards + Ensure adherence to Trust Company policies and procedures as mandated by the… more
- Signature Healthcare (Taylorsville, KY)
- …landscape of long-term care forever. Through education and empowerment, we earn the trust of every resident, family member, and the community we serve. Signature ... years in a row and Modern Healthcare's "Best Places to Work!" Overview Executive Director , Licensed Nursing Home Administrator (LNHA), Area Leader - Be a part of the… more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Director of Business Management is responsible for supporting the ... Private Wealth Management business in achieving its vision to be...all levels of leadership at the firm (Client Service, Regional Leadership, Relationship Managers, Team Heads; Senior Management )… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Director , Annual Giving Job Profile Title Assistant Development Officer...relationships. Job Description Duties + Maintain a rigorous local, regional and national travel schedule, meeting with current donors… more
- HUB International (Portsmouth, NH)
- **Position Summary:** As a FinPath Director of Business Development, you will play a pivotal role in driving the adoption and distribution of the FinPath financial ... be on establishing and nurturing strategic partnerships with national and regional leadership, local advisors, empowering them to deliver comprehensive financial… more
- Cherry Bekaert (Cincinnati, OH)
- …with us. As our firm expands, we have an opportunity for a seasoned Tax Director , looking to make an impact, who will be responsible for growing and serving our ... of experience in business taxation working for a Big 4, large national, or regional accounting firm + Experience with executing the strategy and plans to grow a… more
- BMO Financial Group (Chicago, IL)
- …execute creative solutions for the client. + Monitors performance results at the regional , market and professional level; develops action plans to resolve gaps. + ... stakeholders. + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the… more
- HUB International (Burlington, NC)
- …The Agency Management Systems Trainer (Epic/Benefit Point) works with the COO/ Director of Training, Operations Managers, Regional and Local Operations ... technology, and process training for new and existing employees. + Work with COO/ Director of Training, Local/ Regional Operations Managers and Leaders, and … more