- Citigroup (New York, NY)
- …directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, ... also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance… more
- Wells Fargo (Salt Lake City, UT)
- …strategy, and business strategies. **About this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) Working at Wells Fargo | Jobs and ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...and services, so it's easier for clients to do business with us and for advisors to support their… more
- Truist (Atlanta, GA)
- …Net Worth or Ultra High Net Worth clients within the Truist Private Banking Wealth Management segment or Specialty clients, such as Medical Practices or Law Firms. ... Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... aviation, fine art and collectibles. **Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing...the US and Internationally. + Establish a reputation of execution and excellence. + Create a strong partnership with… more
- BlackRock (New York, NY)
- **About this role** ** Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...& Technical Assessment meetings + Deliver Proposal deck & lead Exec Summary, Execution Strategy, and E&A… more
- Citigroup (New York, NY)
- …businesses across Consumer Bank and Citi Private Bank. **Job Background/Context** The Wealth Lending business provides financing against liquid and marketable ... The role sits within the Wealth Credit Management team of Citi Global ...escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the… more
- Citigroup (New York, NY)
- …managed investments, portfolio management, lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... tailored solutions to target market clients of the different business segments of Wealth . The Wealth...due diligence for the credit approval, 1LOD approval, deal execution and closing as well as ongoing portfolio monitoring,… more
- Citigroup (Tampa, FL)
- …and Lending businesses. **Responsibilities:** + Provide compliance product coverage to Global Wealth SBL business . Provide compliance guidance on SBL rules and ... the assigned Global Wealth Deposits and Lending businesses. + Support the Global Wealth SBL business in performing timely compliance and Global Wealth … more
- Citigroup (New York, NY)
- …on the investment relationship in partnership with the Banker. + Arrange and lead regular (quarterly) investment and business reviews with assigned clients. + ... The Investment Counselor Team Lead manages a team of Investment Counselors and...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... Lead and manage the end-to-end project planning and execution of a major digital initiative within our ...execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives, scope, requirements,… more
- HSBC (Washington, DC)
- …our people, our investors, our communities and the planet we all share. Wealth Supervisors ("WS") are responsible for overseeing the supervision of the Wealth ... or Office of Supervisory Jurisdiction (OSJ) in conjunction with the Market Manager. Wealth Supervisors work closely with the Market Managers and various Wealth … more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Truist (Charlotte, NC)
- …term (3 year) strategies to meet and exceed Truist financial goals and grow each business in existing and new markets. Lead a national dispersed across the ... with the Strategic Client Group in the case of business transitions, in order to acquire new family clients...Exchange Commission) as a senior leadership representative for Truist Wealth . Lead a culture of continuous improvement… more
- Truist (Philadelphia, PA)
- …Shift:** 1st shift (United States of America) **Please review the following job description:** Lead , develop and coach a team of wealth support specialists and ... activities may change from time to time. 1. Supervise, lead , train and coach a geographically disbursed team of..., train and coach a geographically disbursed team of wealth support specialists 2. Oversee daily execution … more
- Citigroup (New York, NY)
- **Job Summary:** We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the ... Wealth division. The Head of NAM Regulatory Reporting and...alignment with the global compliance and risk management framework. Lead initiatives to enhance the efficiency, accuracy, and reliability… more
- Bank of America (Northbrook, IL)
- …in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique ... Wealth Management Specialist - NPD Northbrook, Illinois **Job...through specific goals, metrics, and behaviors related to the execution of the EGP model. This position is subject… more
- Plante Moran (Southfield, MI)
- Wealth Management Marketing Coordinator + Location: United States, Michigan, Southfield + Location: United States, Illinois, Chicago Count on us. Working on the ... Wealth Management Marketing Team is a great way to...role, you will be the point of connt, event execution and activation, working with our cross-functional marketing team,… more
- Plante Moran (Southfield, MI)
- …platform experience implementing and managing CRM solutions + Experience with financial/ wealth management business operations and regulations required + ... Wealth Management - Dynamics CRM Manager + Location:...collaborative mindset + Experience translating technical information into easy-to-understand business concepts + Strong strategic planning and execution… more
- Guardian Life (Bethlehem, PA)
- …Wealth Management will play a crucial role in supporting the development and execution of marketing initiatives for our Wealth Management division. This role ... + Assist in implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and growth targets.… more
- Truist (Orlando, FL)
- …job description:** Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited ... while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.… more