- City National Bank (Jacksonville, FL)
- …short-term sales strategies.Establish collaborative partnerships with other lines of business , including Retail, Wealth , and Commercial where applicable.Respond ... Overview:The Mortgage Market Manager reports to the Director of Residential Lending and is responsible for...required to maintain a (MB) headcount and span of control greater than 10. Principal Duties & Responsibilities: Effective… more
- Vanguard (Malvern, PA)
- … Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting ... that promotes strong governance and a sustainable risk and control environment for both current and future business...line with HR policies. Communicate observations and work with business leadership on risk and controls management… more
- Citigroup (New York, NY)
- …within Citi and Wealth including technology, data and analytics, risk and controls . + Lead business routines & program manage strategic initiatives + Own ... priorities for the CIO business across multiple countries/jurisdictions + Develop business cases to drive strategic partnership across Wealth that give Citi… more
- Citigroup (Chicago, IL)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for the business (P&L) and Sales results for US… more
- JPMorgan Chase (Charleston, SC)
- …clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers… more
- Citigroup (New York, NY)
- …share agreements around partnership introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This ... to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues… more
- JPMorgan Chase (Newark, DE)
- …and shape the future of wealth management at every level. As the Product Director within the Asset & Wealth Management team you will have the opportunity to ... has experience in design, product management, and product execution related to wealth management prospect, client, advisor, and service experience. They have a… more
- Citigroup (Boston, MA)
- …to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues ... things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- JPMorgan Chase (New York, NY)
- …Operating in 100 countries, we hold leadership positions across various lines of business . Our team of dedicated employees strives to do the right thing for ... complexities our clients face, leveraging our extensive product offerings. Our business model emphasizes deep client relationships through an integrated team… 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
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