- US Bank (Kansas City, MO)
- …discover what you excel at-all from Day One. **Job Description** The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest ... strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning...WM teams + Proven knowledge of all facets of wealth management, including financial planning , investments, estate,… more
- JPMorgan Chase (Columbus, OH)
- …to engage effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") ... of exceptional service to our clients. Your role will involve strategic planning , business development, asset due diligence, and collaboration with senior management… more
- JPMorgan Chase (Chicago, IL)
- … advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in Chase Wealth ... JP Morgan Wealth Management provides individuals, advisors and institutions with...products within a respective region + Partner with the Regional Directors and our other Supervision teams to ensure… more
- BMO Financial Group (Wausau, WI)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... We are currently seeking a Senior Wealth Management professional who excel in sales and...and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter… more
- Citigroup (New York, NY)
- …teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring, ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more
- Truist (Cleveland, OH)
- …multi-office Wealth Brokerage region by working in close coordination with the Regional Director . Responsible for helping execute on the region's and firm's ... any service-related needs. 10. Routinely accumulate relevant updates for the Brokerage Regional Director for dissemination to the field during team touchpoints.… more
- JPMorgan Chase (New York, NY)
- …Mortgage Product is responsible for comprehensive product management, including strategic planning , creation, design, launch, and lifecycle management of all US ... with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional US Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations.… more
- Truist (Vienna, VA)
- …the Division Director to provide education and options for succession planning and book transitions to Advisors. + Effectively partner with National Sales to ... job description:** Responsible for the development and performance of a multi-office Wealth Brokerage region by working in close coordination with the Division … more
- KeyBank (New York, NY)
- …on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- Comerica (Bloomfield Hills, MI)
- Job Description Regional Director CFAThe Regional Director role leads one or more Comerica owned branch offices. They are responsible to understand the ... systematic coaching to advisors in the branch on ongoing business planning , client acquisition, advice, investment solutions, external practice acquisition, and more… more