• Risk Management - Asset Wealth Management…

    JPMorgan Chase (Columbus, OH)
    …striving to be best-in-class. **Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will ... and ensure compliance with relevant accounting policies. + Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves. + Mentor… more
    JPMorgan Chase (06/25/25)
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  • Senior Wealth Support Specialist II…

    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
    Truist (08/02/25)
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  • Research Associate (Postdoctoral Scholar)…

    CUNY (New York, NY)
    …+ 30% - The postdoctoral scholar will join the ongoing team of the GC Wealth Project, led by Project Director Salvatore Morelli. The postdoctoral scholar will ... Research Associate (Postdoctoral Scholar) in Wealth Inequality - Stone Center on Socio-Economic Inequality...home to a group of six core faculty members ( senior scholars) who teach sociology, political science, and economics,… more
    CUNY (07/22/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (San Francisco, CA)
    …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
    Bank of America (06/06/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Jersey City, NJ)
    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 ...performed, and effectively communicate audit results to the Audit Director , senior management and applicable Board/Committees in… more
    City National Bank (05/28/25)
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  • Key Family Wealth Strategist

    KeyBank (Cleveland, OH)
    …including the next gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with...FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible… more
    KeyBank (06/17/25)
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  • Head of Wealth Advisor Channel Development,…

    Citigroup (Jersey City, NJ)
    The Director of Wealth Advisory Engineering Solutions manages multiple teams through other managers. In-depth understanding of how own sub-function contributes ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
    Citigroup (07/22/25)
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  • Wealth Brokerage Risk Execution Consultant

    Truist (Richmond, VA)
    …mentioned below. Specific activities may change from time to time. 1. Drive the Wealth quality business efforts by partnering with senior leadership and field to ... meet its firm and regulatory obligations. Works closely with the Division Director , Regional Directors, and client facing teammates as well as other leadership… more
    Truist (06/28/25)
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  • Wealth Management Operations Manager

    NBT Bank (Norwich, NY)
    …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more
    NBT Bank (07/30/25)
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  • Senior Director of Major Gifts,…

    University of Pennsylvania (Philadelphia, PA)
    … of health and wellness programs and resources, and much more. Posted Job Title Senior Director of Major Gifts, Wharton External Affairs Job Profile Title ... Pennsylvania seeks a strategic, collaborative, and globally minded leader to serve as Senior Director of Major Gifts. Reporting to the Senior Executive … more
    University of Pennsylvania (07/24/25)
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