- City National Bank (Dallas, TX)
- …The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for ... managing complex Wealth Management audits and assisting the Audit Director in supervising a team of auditors to assess risks and internal control environment of… more
- Wells Fargo (The Woodlands, TX)
- Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the National Sales ... ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the… more
- Wells Fargo (Fort Worth, TX)
- …training, consultation, and performance analysis. Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the ... **About the Role:** The Lending Director leads strategic lending initiatives across a defined...financial goals. + Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support… more
- JPMorgan Chase (Dallas, TX)
- …**Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... last 160 years, we have been serving the world's wealthiest families as wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Senior Audit Manager/ Director and senior management in meetings, presentations, and/or written reports… more
- Truist (Austin, TX)
- …meet its firm and regulatory obligations. Works closely with the Division Director , Regional Directors, and client facing teammates as well as other leadership ... in the designated geography, the Wealth leadership team and the Compliance, Supervision and Risk...of potential areas of risk and emerging risk for Wealth . Following is a summary of the essential functions… more
- Charles Schwab (Westlake, TX)
- …frameworks that enable scalable, compliant, and client-centric delivery of advanced wealth management services. **What You'll Do:** This Director role ... **Your opportunity** Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading...the WAS Business Unit Risk Team is hiring a Director to manage and enhance Schwab's Investment Advisory governance… more
- Truist (Dallas, TX)
- …following job description:** Responsible for the development and performance of a Wealth Brokerage market, which is comprised of a smaller strategic market within ... a region, working closely with the Regional Director . Duties include executing on the market's and firm's strategic priorities, managing the overall performance of… more
- Charles Schwab (Westlake, TX)
- …our organization, leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab. Within WAS, The Director , Retail Alternative ... "challenge the status quo" and transform the finance industry together.** Schwab's Wealth & Advice Solutions (WAS) organization is tasked with driving our strategy… more
- TIAA (Frisco, TX)
- The Divisional Director , Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build relationships ... both virtual meeting settings and in-person engagement. The Divisional Director partners with leaders of internal teams and partner...**Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and… more
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