- 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
- Citigroup (New York, NY)
- The Head of Business Execution - CIO will report directly into the COO for Wealth and Matrix report into the CIO for Wealth and be a member of both the COO and ... CIO leadership teams. Citi Wealth is a leading provider of financial solutions for...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Citigroup (Boston, MA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory team, you… 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 ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...JP Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice,… more
- JPMorgan Chase (Dallas, TX)
- …**Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... last 160 years, we have been serving the world's wealthiest families as wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in… 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 ... Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and… more
- Vanguard (Malvern, PA)
- …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