- KeyBank (Tarrytown, NY)
- …the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship ... - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with...the nation's largest financial services companies. Key provides investment management , retail and commercial banking, consumer finance … more
- Charles Schwab (Westlake, TX)
- …they can help themselves, and our clients, create a better future. Members of the Wealth Management Consulting Team play a critical role in enhancing the branch ... helping us "challenge the status quo" and transform the finance industry together._ As a company, we were established...network's client engagement skills. The Wealth Management Consultants (WMCs) primary role is… more
- BlackRock (Sumter, SC)
- **About this role** **What team will you be on?** The Portfolio Management Group (PMG) at BlackRock is a dynamic and ambitious investment team that includes active ... important?** We are looking for a Vice President or Director in Miami to drive the expansion of our...the expansion of our Active business in the Offshore Wealth segment. Your role will be crucial in guiding… more
- Truist (Charlotte, NC)
- …Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan spanning the ... review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery... Wealth business, including advisory, brokerage/investment management , lending,… more
- 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 ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Director of Operations Location: San Francisco, CA (hybrid) Salary: 130k-150k base + ... Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management . Key Responsibilities: + Manage, train, and support a team of four… more
- Charles Schwab (Westlake, TX)
- … Wealth Management Learning & Coaching Strategy, will report to the Director , Wealth Management Learning & Coaching Strategy. The **Senior Manager, ... build with clients and delivers on our holistic modern wealth management value proposition in local communities...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- KeyBank (Pepper Pike, OH)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service,… more
- KeyBank (Cincinnati, OH)
- …one of the nation's largest financial services companies. Key provides investment management , retail and commercial banking, consumer finance and investment ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- ServiceNow, Inc. (New York, NY)
- …business. You will focus on enterprise customers in the Banking, Insurance, and Wealth Management industries. This role includes responsibility for meeting sales ... projects to smooth hyperscaler adoption across ServiceNow inclusive of operations, finance , reporting, enablement, and deal desk. . Responsible for weekly pipeline… more
- Bank OZK (Fort Lauderdale, FL)
- …with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the ... Managing Director , Chief Development Officer, Investment Advisors, and other Trust...the development of individual business development plans. + Provides management with insight on market industry trends, best practices,… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Director of Project Management - Student Registration and Financial Services , ... Division of Finance Job Profile Title Information Technology Project Leader Job...Title Information Technology Project Leader Job Description Summary The Director of Project Management in Student Registration… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Executive Director , Finance and Administration Job Profile Title Executive Director ... for Facilities and Real Estate Services (FRES), the Executive Director of Finance and Administration is responsible...and Maintenance, and Real Estate). Collaborate with Divisions of Finance and the Office of Budget and Management… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Director , Clinical Research Finance (Abramson Cancer Center) Job Profile Title ... Job Description Summary Penn Medicine's Abramson Cancer Center (ACC) seeks a full-time Director of Clinical Research Finance (" Director ") to oversee all… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Associate Director of Administration & Finance Job Profile Title Associate Director ... D, Research, Administration Job Description Summary The Associate Director of Division Administration and Finance (ADAF) will oversee the non-clinical and… more
- S&P Global (Washington, DC)
- …communications programs for key corporate/enterprise functions and stakeholders in Finance , Legal, Government Affairs, Security, Risk & Compliance, Digital Solutions ... of Excellence, Divisional Communications, and business partners. **The Role:** The Director of Corporate Communications will report to the New York-based Global… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Infrastructure & Project Finance -...respect to operational, compliance, AML/ATF/sanctions, and conduct risk. Relationship management and cross collaboration including: Coordinate with the various… more
- S&P Global (New York, NY)
- …internal use):** 12 **The Team** : S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and ... by a wide variety of nontraditional assets. In this role, the Associate Director will be responsible for end-to-end rating process, research, cash flow, credit, and… more
- Huntington National Bank (Harrisburg, PA)
- …opportunities to other areas of the commercial bank (other credit-based products, insurance, wealth management , etc.). + Act as point person for all ... transactions as well as participating in other banks' transactions. The Managing Director , Originations - Lender Finance is responsible for originating new… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 70 countries across the ... a business and financial professional to join our growing Finance & Accounting department in support of the recently...pricing decisions and approvals + Partner with Investment Product Management to negotiate distribution fees paid to ICD by… more