- TIAA (Kalamazoo, MI)
- ** Wealth Management** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to ... + Oversight and management of an assigned group of Wealth Management Advisors. + Grows and maintains strong client...Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding… more
- Citigroup (Chicago, IL)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to...an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director … more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...JP Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice,… more
- Citigroup (New York, NY)
- ** Director , Wealth Communications** The Enterprise Services and Public Affairs (ESPA) team's mission is to enhance how our internal and external stakeholders - ... looking for an experienced and driven strategic leader to join our Citi Wealth Communications team. The individual in this role will be responsible for developing… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Business Execution - CIO will report directly into the COO for Wealth and Matrix report into the CIO for Wealth and be a member of both the COO and CIO… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Atlanta, GA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Significant external communication with senior … more
- Citigroup (Palo Alto, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- JPMorgan Chase (Chicago, IL)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in Chase Wealth ... JP Morgan Wealth Management provides individuals, advisors and institutions with...and verbal communication skills; must be comfortable dealing with senior management + Excellent leadership skills in change management… more