- Bank of America (San Francisco, CA)
- …Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member ... while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing… more
- Citigroup (Washington, DC)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly...regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well… more
- Wellington (Boston, MA)
- …also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory. **QUALIFICATIONS** + Bachelors ... sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth ...in asset management and alternative investments + Expertise in managing a large territory including optimizing time allocation to… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... enhance operating efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales._ + _Participate… more
- City National Bank (New York, NY)
- * REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra-High ... investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business opportunities by being active in… more
- JPMorgan Chase (San Francisco, CA)
- …and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within JP Morgan Wealth Management, you will be ... of experience in financial services, with a focus on lending solutions within wealth management. + Proven experience managing , mentoring, and developing junior… more
- Citigroup (Fort Lauderdale, FL)
- …Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an assigned ... a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio of the assigned geographic scope + Analyze credit… more
- JPMorgan Chase (New York, NY)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JPMA, you will ... JP Morgan Wealth Management provides individuals, advisors and institutions with...of products within a respective region + Partner with Regional Directors and our other Supervision teams to ensure… more
- Citigroup (New York, NY)
- The Global Head of Wealth at Work Marketing leads the brand, engagement, and communications strategy for Citi's fastest-growing segment: employees and executives ... to define how Citi shows up in the workplace wealth space - delivering personalized, trusted, and timely financial...critically review output from the global tracking reports with regional business leadership with a view to enhancing future… more
- JPMorgan Chase (New York, NY)
- …with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional US Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations. ... on change. + Leadership skills are essential to lead a team of directs managing various programs and product work, and stakeholders ranging from technology to Legal,… more
Related Job Searches:
Director,
Managing,
Managing Director,
Regional,
Regional Director,
Regional Managing Director,
Wealth