- Wells Fargo (Winter Park, FL)
- **About this role:** Wells Fargo is seeking a **Market Growth Director ** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part ... ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the… more
- Kestra Financial (Maple Grove, MN)
- …and accounting services to individuals and business owners who want to grow and preserve wealth . We're hiring a Director of Tax Strategy-a rare blend of doer and ... preparing returns, crafting planning strategies, and collaborating with our wealth advisory team. ✅ What You'll Be Doing +...from day one + Work in a collaborative, integrated wealth planning environment + Help shape the systems and… more
- 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...cross-country comparisons. This position reports to the Stone Center Director and is a full-time two-year position beginning in… more
- Jackson National Life Insurance Company (Nashville, TN)
- …the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison ... by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members.** **This role… more
- JPMorgan Chase (New York, NY)
- …in a leading financial institution. As a Human Resources Business Advisor, Executive Director supporting Wealth Management, you will have the opportunity to ... collaborate with a diverse set of stakeholders at varying levels of the organization to execute strategic priorities set by senior leaders. Additionally, you will provide support to senior managers to bring resolution on core Human Resources activities and… more
- First National Bank of Omaha (Omaha, NE)
- …**Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving innovation while ensuring systems ... **Strategic Leadership** + Develop and execute technology roadmaps aligned with Wealth Management and Capital Markets business objectives + Partner with division… more
- Citigroup (Boston, MA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... of the product, as well as implementation and execution of new business development initiatives and sales plans to drive growth in the product. The role also requires. an in depth understanding of the industry, the structure of the product, and direct… more
- KeyBank (New York, NY)
- …partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- Wells Fargo (Los Angeles, CA)
- …training, consultation, and performance analysis. Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the ... **About the Role:** The Lending Director leads strategic lending initiatives across a defined...financial goals. + Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support… more