- JPMorgan Chase (Irvine, CA)
- …best investment solutions to meet their financial needs. As a Regional Director of Wealth in JP Morgan Wealth Management , you will be responsible for ... customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of...and skills** + 10+ years proven experience coaching and managing multiple layers of management and employees… more
- Bank of America (San Francisco, CA)
- …Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
- City National Bank (Los Angeles, CA)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth ... of the Internal Audit leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the development of… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- HUB International (Newport Beach, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... a similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least 10+ years of work experience… more
- City National Bank (Los Angeles, CA)
- …a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of ... Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is...an public accounting firm. * Minimum 3 years experience managing direct reports and demonstrated ability to develop people… more
- Citigroup (Beverly Hills, CA)
- …fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional ... of responsibility over technical strategy. Responsible for handling resource management and allocation of work within the team/project. **Key Responsibilities:**… more
- BMO Financial Group (Newport Beach, CA)
- …a sustainable future, and an inclusive society. We are seeking a top performing Managing Director , Group Manager for our Emerging Middle Market Group, leading ... including adherence to audit, regulatory and compliance policies. The Managing Director , Group Manager is a critical...will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as… more
- Comerica (Los Angeles, CA)
- Job Description Loan Syndication Managing Director I The Loan Syndication Managing Director I role will be responsible for providing expertise in ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- BMO Financial Group (San Francisco, CA)
- …meeting or exceeding revenue and service targets. + Work with the Commercial Banking, Wealth Management & Capital Markets in planning processes, as appropriate + ... management including reviewing and recommending financial solutions while managing risk. This role also requires a strong sales...regional market environment; develop an action plan, and update Managing Director on any changes that may… more