- Fordham University (Bronx, NY)
- …with trusts, estates, and estate planning products; Private sector experience in wealth management or accounting. Prior capital campaign experience. Advanced ... and promoting giving opportunities with alumni, parents, and friends. The Director works closely with faculty, senior administrators, and volunteers.… more
- S&P Global (Princeton, NJ)
- …presentation and interpersonal skills, including the ability to interact effectively with senior management **Right to Work Requirements:** This role is limited ... in sourcing solutions. **Responsibilities and Impact:** + Enhance category management plans including, but not limited to, contract development...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- University of Pennsylvania (Philadelphia, PA)
- …and resources, and much more. Posted Job Title Senior Prospect Management Analyst Job Profile Title Associate Director , Prospect Research Job Description ... Summary The Senior Prospect Management Analyst reports to the Director of...and Reporting to help operationalize data modeling, scoring, and wealth screening to surface high-potential prospects. + Provide training… more
- BMO Financial Group (Naperville, IL)
- …of financial controls. + Serves as a key member of the NA P&BB and Wealth Management Operations senior leadership team contributing to the strategic ... channels. Dually reports to the Head, NA P&BB and Wealth Management Operations and US Chief T&O...within the Bank, including Corporate Compliance, Legal, and Lending senior leaders to ensure Bank meets US federal and… more
- Citigroup (New York, NY)
- …major Business Units - Branded Cards and Lending, Retail Bank and Mortgage, Wealth and Citi Retail Services. The Existing Customer Marketing (ECM) team within this ... ECM team is looking for a Head of Customer Management to help drive the development and execution of...manage and drive the Plan process for Cards and senior executive presentations to provide a cohesive view of… more
- Huntington National Bank (New York, NY)
- …clients for Corporate Mortgage Finance and across the bank. + Develop and implement senior management approved team strategy to meet assigned goals, mitigate and ... policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen...and cross-selling other banking services, including capital markets, treasury management , wealth management + Excellent… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …Background: Experience working in or closely with the legal, financial, or wealth management industries (eg, estate planning attorney, financial advisor, CPA ... commuting distance of their assigned duty station. The Executive Director of Gift Planning will serve as a key...students, faculty, and communities for generations to come. This senior leader will set ambitious goals and drive growth… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , USCM Fraud Monitoring Team **Requisition ID:** 229443...Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model,… 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 ... Associate Director , US Treasury Reporting & Analytics **Requisition ID:**...REQUIREMENTS: Bachelor's degree or foreign equivalent in Finance, Risk Management , or a related field and five (5) years… more
- Scotiabank (Tampa, FL)
- … to ensure that regulatory notifications/filings are made to account for changes in senior management or business activities associated with the TAO. + Function ... + Sound judgment in identifying risks in order to proactively escalate to senior management . + Strong analytical and investigative skills and demonstrated… more