- Bank OZK (Dallas, TX)
- …and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective coaching, and ongoing ... and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and implements marketing/business development strategy to meet regional… 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
- Citigroup (San Francisco, CA)
- …Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product ... partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of sophisticated… more
- Citigroup (New York, NY)
- …highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO ... construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for creating guided workflows that support flexible… more
- BMO Financial Group (Chicago, IL)
- …a deep understanding of the emotional, social, and legacy-driven dimensions of wealth . The advisor will help clients move from transactional giving to ... philanthropic offering across client segments, including mass affluent and emerging wealth tiers. **Key Accountabilities** + **Client Engagement & Strategy** + Acts… 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
- Vanguard (Charlotte, NC)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- 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 ... play a significant role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing problem credit portfolios across various markets, including the… 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
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more