- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to...an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director … more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- BlackRock (New York, NY)
- **About this role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) ... consulting for Enterprise RIAs and home offices. As a Senior Portfolio Consultant, you will be expected to: +...managing multi-asset portfolios and building investment platforms for US wealth clients. + Strong communication skills, both verbal and… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **About the Role:** Director , Wealth Benchmarks Product Management **The Team:** The Product Management ... product strategy and financial health. **Responsibilities and Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to assist in the successful accomplishment of overall Wealth … more
- Citigroup (Jersey City, NJ)
- …We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of ... clients across the entire wealth spectrum. It has been...through interactive dashboarding capabilities. The CGWT BEL is a senior technology leader with deep experience in program management,… more
- Citigroup (San Francisco, CA)
- …Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product ... partners, coordinating Wealth 's engagement across the Global Family Office ...client community. + Coordinate with the full suite of senior product partners across CPB's global advisory services, including… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Execution - Lending, will report directly into the COO for Wealth and Matrix report into the Head of Lending for Wealth . It will form part of the COO and Lending… more
- JPMorgan Chase (Plano, TX)
- …and strategy, and providing valuable regulatory insight. As Insurance Attorney: Executive Director , Assistant General Counsel within our Wealth Management Legal ... support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including… more
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