- Vanguard (Malvern, PA)
- Marketing Director - Advice & Wealth Management...goals with a positive ROI. + Act as a strategic advisor to senior management by building ... has launched a new division focused on Advice & Wealth Management (AWM), reaffirming our commitment to advised and...to advised and up-market investors. We are seeking a strategic marketing leader to unify and elevate our AWM… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Strategy:** Analyze key performance metrics, identify trends, and present strategic recommendations to senior leadership. + **Product Development:** ... internal teams to support the expansion of referral programs and other strategic initiatives. **Qualifications:** + Experience in wealth management, financial… more
- JPMorgan Chase (New York, NY)
- …summary:** As a Managing Director , Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk and ... supporting the JPM Wealth Management business. You will lead the risk management...and Analysts. + Provide recommendations to business partners and senior management during the prescreen, structuring, and approval-to-pitch process.… 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
- 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
- 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 ... to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business,… more
- 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...trust industry. The successful candidate must also be a strategic thinker, able to support the growth of the… more
- University of Pennsylvania (Philadelphia, PA)
- …Whartons Hattersley Society. Job Description Job Responsibilities * The Senior Director of Major Gifts will provide strategic leadership and operational ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...programs and resources, and much more. Posted Job Title Senior Director of Major Gifts, Wharton External… more