- Citigroup (Chicago, IL)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy… more
- JPMorgan Chase (Los Angeles, CA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As an Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- Bank of America (Charlotte, NC)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey ... a difference. Join us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management...Bank and GWIM Banking. The candidate will manage a group of subject matter experts for each of these… more
- JPMorgan Chase (New York, NY)
- …20 offices. As an Executive Director, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to present on capital markets as well as ... The JP Morgan Wealth Management (USWM) business is focused on helping...workshops for advisor development + Act as speaker for Group Meeting Presentations, and Zoom Office Hours + Schedule… more
- Morgan Stanley (FL)
- …client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for ... more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director, Wealth Strategies Broker Channel* **Location:** *Florida-Florida*… more
- Morgan Stanley (Los Angeles, CA)
- …client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for ... more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director, Wealth Strategies RIA Channel* **Location:** *California-Los… more
- JPMorgan Chase (New York, NY)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset Wealth Management, you will need to work well in ... Become an integral part of the Asset Wealth Management team where you will have the...a team environment, be able to represent the manager/ group with professional courtesy and acumen, and deliver flawless… more
- Citigroup (New York, NY)
- … Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging ... to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare… more
- Citigroup (New York, NY)
- …them achieve their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth business lines, you'll lead a team that designs ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...aspects of Design & UX for a significant business group or division. The User Experience executive … more
- Truist (Raleigh, NC)
- …relevant practice management models. 6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant ... in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth . Regularly collaborate, offer guidance, suggestions, and… more
- Equitable (Oak Brook, IL)
- Wealth Management Associate - Retirement Benefits Group - IL, Oak Brook (4092) ( 2200013U ) **Primary Location** : UNITED STATES-IL-Oak brook **Organization** : ... Equitable Advisors **Description** **Equitable Advisors- Retirement Benefits Group Job Description** Equitable Advisors is a leading firm...senior partner in a firm model, to employee and executive benefits and other specialized areas of focus +… more
- Morgan Stanley (Purchase, NY)
- …attorneys covering corresponding businesses within Morgan Stanley's Institutional Securities Group . Wealth Management's Structured Investments business is an ... * Wealth Management Capital Markets Attorney VP/ED* *Company Profile:*...Legal and Compliance Division is seeking to hire an Executive Director or Vice President (commensurate with experience) to… more
- Citigroup (New York, NY)
- …to tell a story + Establish and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various Citi businesses and ... as we provide comprehensive solutions and advice to help our clients create Wealth . This will be achieved by 1) Systematic collaboration across Citi's Banking and… more
- Citigroup (New York, NY)
- ** Group Description** Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (Tampa, FL)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… 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 Agency ... In June of 2021, we partnered with Integrity Marketing Group , the nation's largest independent distributor of life and...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more
- Citigroup (Miami, FL)
- **Job Description** Wealth Supervision Coordinator is an individual contributor providing essential support to the Wealth Supervision organization. The role is ... scale and mitigating risk. The candidate will work closely with Wealth Supervision and Fiduciary Oversight Leadership Team, Technology, Operations, Independent… more
- TIAA (Houston, TX)
- ** Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and ... the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of Investment product management and its… more
- JPMorgan Chase (New York, NY)
- …Chase's Consumer & Community Bank, you will be a part of the US Wealth Management team. You will work on strategic finance, financial analysis, reporting, and ... If you have a strong interest in financial markets, wealth management, FIN Tech, and helping us deliver a...with finance team and senior stakeholders in Online Investing group to execute on strategic priorities and provide financial… more