- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... addressing the wealth needs of high net worth and ultra-high net...ethical behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. +… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...foreign trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and… more
- JPMorgan Chase (New York, NY)
- …and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic ... time. **Qualifications** + Bachelor's degree in Business, Finance, or related field; advanced degree preferred. + 10+ years of experience in business development,… more
- First National Bank of Omaha (Omaha, NE)
- …it fits into our organization's success.** **Summary of the Job:** The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and ... prospects that want to build, grow and preserve wealth . The typical customer will have Investible Assets of >$5MM with sophisticated and complex needs. Through a… more
- First National Bank of Omaha (Omaha, NE)
- …**Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving innovation while ensuring systems ... **Strategic Leadership** + Develop and execute technology roadmaps aligned with Wealth Management and Capital Markets business objectives + Partner with division… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... and differentiated digital experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for both clients and… more
- Vanguard (Malvern, PA)
- …and Advice, Distribution and Solutions within our AWM division . T he Senior Director will be an executive leader who combines technical expertise with business ... Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across… more
- JPMorgan Chase (New York, NY)
- …team to create education for private bank advisors on foundational and advanced executive compensation concepts, plan design, and regulatory considerations. + ... **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management… more
- US Bank (Atlanta, GA)
- …**Job Description** The Corporate Audit Services (CAS) Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports ... the Regulatory Compliance Audit Director /Senior Audit Director of the Risk Management...leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business lines with demonstrated expertise… more
- First National Bank of Omaha (Omaha, NE)
- …this role offers the rare opportunity to shape the future of our Wealth division while gaining significant executive visibility across the enterprise. The ... **Summary of the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and… more
- JPMorgan Chase (Los Angeles, CA)
- …and review management succession plans and objectives + Partner with our Wealth Advisors/ Wealth Strategists to advise on pre- and post-transaction planning ... strategies and integrate within family wealth transfer plans + Review and propose corporate governance structures + Review corporate documents including operating… more
- JPMorgan Chase (New York, NY)
- …proficient knowledge of financial and capital markets + Credit trained, with advanced business and financial analytical skills + Knowledge of Commercial Real Estate ... closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management, trusts and financial planning + Ability… more
- JPMorgan Chase (Boston, MA)
- …Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment ... JP Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the most… more
- Truist (Orlando, FL)
- …meet client firm needs. 6. Create advocacy and connectivity with both executive partner committees and senior administrative staff within client and prospect firms ... new business engagements and support retention efforts. 7. Partner with National Director of Legal Specialty, and internal counsel to determine "Balance of Trade"… more
- University of Pennsylvania (Philadelphia, PA)
- …serves as a trusted advisor and critical operations partner to the Executive Director , providing high-level, proactive administrative and strategic support to ... and edit presentation decks and communications; and coordinate all logistics for Executive Director travel and reimbursement. This position also supports… 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 Director , Finance and Operations Job Profile Title Administrative and...financial and administrative specialist for the Office of the Executive Vice President (EVP). This role is responsible for… more
- JPMorgan Chase (Columbus, OH)
- …support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and ... Become an integral part of the JPMorgan Wealth Management Service and Administration team where you...partners. + Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. + Manage routine… more
- Georgetown Univerisity (Washington, DC)
- …is central to achieving our goals in support of Georgetown's mission. The Associate Director is a key member of Advancement's Data & Analytics Group (DAG). In ... as well as the broader Advancement Data Strategy & Operations team, the Associate Director oversees and serves as a lead, executes, and presents on a variety of… more
- JPMorgan Chase (Dallas, TX)
- …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 ... Become an integral part of the Asset & Wealth Management team where you will have the...output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.… more
- Stanley Black and Decker (Towson, MD)
- …CADET(R), and HUSTLER(R). **The Role** Stanley Black and Decker is seeking a Director , Advanced Methods and Computer-Aided Engineering (CAE). In this role, you ... ** Director , Computer-Aided Engineering - Hybrid** **Towson, MD** Come...responsible for driving the vision, development, and execution of advanced methods and CAE initiatives across the organization. This… more