- 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...various committees and projects which convene to collaborate on strategic initiatives **Required qualifications, capabilities, and skills** + 10+… more
- BMO Financial Group (Mundelein, IL)
- We are currently seeking Senior Wealth Management professionals 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
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.… 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
- 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 ... delivery of exceptional service to our clients. Your role will involve strategic planning, business development, asset due diligence, and collaboration with … 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 ... Custody unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic … more
- JPMorgan Chase (New York, NY)
- …years of recruiting experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in attracting, sourcing and recruiting ... managing the end-to-end recruitment lifecycle for Front Office roles and providing strategic talent acquisition solutions. You will focus on experienced hire roles… more
- KeyBank (Amherst, NY)
- …and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- City National Bank (Los Angeles, CA)
- … 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