- JPMorgan Chase (Columbus, OH)
- …to be best-in-class. **Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will ... Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and...play a significant role in managing risk and supporting the global lending practice. As… more
- Bank of America (Los Angeles, CA)
- …Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
- Truist (Houston, TX)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing...the delivery and integration of a broad range of wealth products and services (financial planning, asset management… more
- Charles Schwab (Washington, DC)
- … and Advice Solutions enterprise defines and executes Schwab's holistic wealth management strategy delivering personalized advice and investing solutions ... digitalization of these and other products and programs. The Managing Director and his/her team will play...+ 15+ years of legal experience in asset and wealth management business including people leadership. Deep… more
- First Horizon Bank (TX)
- …are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams of Financial Advisors in a defined market territory. ... and compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts...with First Horizon Advisors. First Horizon Advisors is the Wealth Management business of First Horizon, a… more
- JPMorgan Chase (New York, NY)
- …and effective. Your strong analytical and communication skills will be key in managing risk within the asset management industry. **Job responsibilities** + ... **Job Description** JP Morgan Asset Management is a leading global asset manager with...managing compliance-related risks. + Experience in leading risk management initiatives in a global or multi-national asset … more
- City National Bank (Raleigh, NC)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth ... of the Internal Audit leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the development of… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- Citigroup (Jersey City, NJ)
- The Director of Wealth Advisory Engineering Solutions manages multiple teams through other managers. In-depth understanding of how own sub-function contributes ... on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget… more
- Citigroup (Wilmington, DE)
- …Execution oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and ... and identify, monitor and mitigate current and emerging credit / investment risk across Wealth Management . + Management of global and regional coverage plan… more
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