- 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 Management ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the...and tools. * Reviews audit reports drafted by the Senior Manager/ Manager and reviewed by the Director… more
- TIAA (Las Vegas, NV)
- ** Wealth Management** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to ... + Oversight and management of an assigned group of Wealth Management Advisors. + Grows and maintains strong client...Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding… more
- Eastern Bank (Lynn, MA)
- …digital strategy. **Stakeholder Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other ... The Director of Wealth Operations will play a pivotal role in supporting the executive team in managing and optimizing the operations of the wealth … more
- KeyBank (New York, NY)
- …the Americas - New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth ... the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship… more
- Charles Schwab (Washington, DC)
- …Offer Management and Pricing. In this newly created role, we are recruiting a senior legal leader to support the Wealth & Advice Solutions enterprise ... of these and other products and programs. The Managing Director and his/her team will play a highly visible...meet applicable regulatory requirements. + Interface directly with the Wealth & Advice Solutions senior management, participate… more
- Truist (Houston, TX)
- …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
- JPMorgan Chase (New York, NY)
- …businesses. As a Executive Director - Athlete Center of Excellence on the Wealth Planning & Advice Team, you will have a thorough knowledge of planning for ... Wealth Planning & Advice (WP&A) is a group...with broad background in planning issues for athletes + Senior level individual that is a strong self-motivator who… more
- Manulife (Boston, MA)
- …and Institutional) and are a major player in North America, Asia and Europe. The Director , Wealth Strategy is a key contributor to the overall strategy, growth, ... and transformation of the MIM franchises. Reporting to Head, Wealth and Retirement Strategy, the Director will have a specific focus on our NA 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
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