• Chief Risk Officer - Private Client Group…

    Raymond James Financial, Inc. (New York, NY)
    …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
    Raymond James Financial, Inc. (07/31/25)
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  • Director, Controls and Governance ( Wealth…

    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 ... solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or...Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control… more
    Vanguard (05/20/25)
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  • Wealth Advisor - SF - Hybrid

    Robert Half Finance & Accounting (San Francisco, CA)
    …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in office) ... benefits We're excited to partner with a nationally recognized wealth management and financial advisory firm that...their continued success, they are looking to add a Senior Wealth Advisor to their team-someone who… more
    Robert Half Finance & Accounting (06/14/25)
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  • Wealth Management Operations Manager

    NBT Bank (Norwich, NY)
    …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more
    NBT Bank (07/30/25)
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  • Associate Wealth Management Advisor:…

    US Bank (Rancho Palos Verdes, CA)
    …Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and ... securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then...of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
    US Bank (05/08/25)
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  • Citi Wealth / Private Bank - HNW Banker…

    Citigroup (New York, NY)
    …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
    Citigroup (06/03/25)
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  • Wealth - Operational Risk Group Manager…

    Citigroup (Tampa, FL)
    The Business Risk Manager, based in New York, will join the global Wealth Investment Solutions Business Risk Team as a Senior Vice President, and will report ... field, additional qualifications beneficial + Strong familiarity with the Wealth Management product suite, and at least intermediate understanding of relevant… more
    Citigroup (06/26/25)
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  • Private Wealth Advisor / Director

    BMO Financial Group (Mundelein, IL)
    We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management , boasting a robust network of COIs, ... assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on...is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge… more
    BMO Financial Group (07/10/25)
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  • Investment Strategist Senior

    UMB Bank (Leawood, KS)
    Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From ... best suited to the clients' goals and objectives. The ** Senior Investment Strategist** works directly with our... investment strategy on a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors… more
    UMB Bank (07/22/25)
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  • Risk Management - Asset Wealth…

    JPMorgan Chase (Columbus, OH)
    …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in ... Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help… more
    JPMorgan Chase (06/25/25)
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