- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... enhance operating efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales._ + _Participate… more
- City National Bank (New York, NY)
- * REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra-High ... investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business opportunities by being active in… more
- JPMorgan Chase (New York, NY)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JPMA, you will ... JP Morgan Wealth Management provides individuals, advisors and institutions with...of products within a respective region + Partner with Regional Directors and our other Supervision teams to ensure… more
- Citigroup (New York, NY)
- The Global Head of Wealth at Work Marketing leads the brand, engagement, and communications strategy for Citi's fastest-growing segment: employees and executives ... to define how Citi shows up in the workplace wealth space - delivering personalized, trusted, and timely financial...critically review output from the global tracking reports with regional business leadership with a view to enhancing future… more
- JPMorgan Chase (New York, NY)
- …with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional US Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations. ... on change. + Leadership skills are essential to lead a team of directs managing various programs and product work, and stakeholders ranging from technology to Legal,… more
- KeyBank (Tarrytown, NY)
- …on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary… more
- JPMorgan Chase (New York, NY)
- …The Market Executive role will lead the market and report directly to a Regional Director . The Market Executive is responsible for all aspects of leadership ... the ultra-high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors... and leading the market, reporting directly to a Regional Director . You will be responsible for… more
- TD Bank (New York, NY)
- …achieve strategic outcomes. **Job Scope** The Vice President will report to a Managing Director in the Financial Institutions division in Global Transaction ... an integral team member in FI coverage, you will have responsibility for managing product profitability, provide exceptional client servicing, act as first line of… more