- JPMorgan Chase (Miami, FL)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients' estate, ... identified and met through a comprehensive understanding of their wealth and objectives. + Serves as an advisor to...strategy with respect to PA outreach + As a senior marketer, delivers in-market educational presentations to internal and… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory team, you… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation...app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives.… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...product and control groups as well as visibility from senior business leaders. **Qualifications:** + 15+ years of experience,… more
- BMO Financial Group (Wausau, WI)
- We are currently seeking a Senior Wealth Management professional who excel in sales and relationship management, boasting a robust network of COIs, Business ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- JPMorgan Chase (Columbus, OH)
- …effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") team, you will ... involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will manage a… more
- Vanguard (Malvern, PA)
- …Join the new Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Citigroup (Boston, MA)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more
- Truist (Tampa, FL)
- …FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned ... support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for.... 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more