- 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
- JPMorgan Chase (New York, NY)
- …+ Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy ... for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch,… more
- BankOnBuffalo (Buffalo, NY)
- BankOnBuffalo, Wealth Partner Team Lead Buffalo, NY (http://maps.google.com/maps?q=535+Washington+Street+Buffalo+NY+USA+14203) * 1865 Wealth Advisors Job Type ... that branch customers with investment needs are being introduced properly to Wealth Partners + Collaborate with Commercial Lending & Treasury Management on… more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...identify potential weaknesses and/or control gaps. + Assist Compliance Director and Executive with the ongoing design, development, and… more
- Truist (Columbia, MD)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... support. + Escalate potential at-risk relationships to advisor/regional managing director . + Serve as the on-site local contact for.... + Serve as the on-site local contact for wealth support advisory org teammates and leadership. + Maintain… more
- Truist (Orlando, FL)
- …in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for.... 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Truist (Tampa, FL)
- …FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned ... support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for.... 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- NeighborWorks Umpqua (Roseburg, OR)
- …greater financial stability. The Financial Coach reports directly to the Director of Wealth Building. Essential Duties and Responsibilities: Client-Focused ... the tools to overcome barriers to reach their dreams. NeighborWorks Umpqua's (NWU) Wealth Building Program aims to help low to moderate income families, with focused… more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Senior Audit Manager/ Director and senior management in meetings, presentations, and/or written reports… more