- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...across all technology domains. The Director partners closely with senior technology and business leaders, risk owners, and control… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... ensuring alignment with enterprise architecture and strategic priorities. + Partner with senior leaders across GBM to translate GBM's strategy into an executable… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- Equitable (Charlotte, NC)
- …firm's growth strategy. Equitable Advisors is a broker/dealer and registered investment advisor that serves as the main retail wealth management arm of ... This role will be largely focused on the dynamic investment advisory business of Equitable Advisors, the focus of...As one of the lead contacts for Equitable Advisors' senior management on all compliance matters, the DCCO must… more
- Citigroup (Dallas, TX)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (Miami, FL)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office ... as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless… more
- Charles Schwab (Westlake, TX)
- …for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and ... give advice on legal issues and risks relevant to Schwab's Investor Services and Wealth and Advice Services businesses. The Director will function as part of a small… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment… more