- TIAA (East Lansing, MI)
- ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility ... + Oversight and management of an assigned group of Wealth Management Advisors. + Grows and maintains strong client and participant relationships evidenced… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... management for 3 teams: Digital, Data & Strategy; Wealth Management , Operations and Risk; and Advice,...and Solutions within our AWM division . T he Senior Director will be an executive leader… more
- Equitable (Syracuse, NY)
- Director of Strategy, Wealth Management ( 250000L5 ) **Primary Location** : UNITED STATES-NY-Syracuse **Other Locations** : UNITED STATES-NY-New York, UNITED ... dynamic Director of Strategy to join our Wealth Management team. In this pivotal role,...presentations for senior audiences including the Board, senior management , and investor relations. **Market Intelligence… more
- Citigroup (Chicago, IL)
- …Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for the business ... The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives… more
- JPMorgan Chase (New York, NY)
- …to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in JPMA, you will be ... JP Morgan Wealth Management provides individuals, advisors and...and verbal communication skills; must be comfortable dealing with senior management + Excellent leadership skills in… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts...trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory team, you… more
- Charles Schwab (Austin, TX)
- …our ongoing commitment to democratize access to investing and financial planning. Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab ... Technology Services dedicated to supporting the technology needs of the Wealth and Advice Solutions (WAS) business. Our mission is to empower high-net-worth (HNW)… more
- Charles Schwab (Austin, TX)
- …within WAS Tech reports directly to the Director of WAS Technology - Wealth Management . The role will lead discovery and implementation of client and advisor ... Schwab. This Director position...shared channel capabilities, and the next generation of portfolio management tools supporting Schwab's flagship wealth advisory… more
- JPMorgan Chase (Columbus, OH)
- …various governance frameworks and conducting testing reviews. You will report to the JPMorgan Wealth Management Chief Risk Officer and will work closely with ... quo and striving to be best-in-class. As the Executive Director in risk management within the risk...senior management in risk, all four business...senior management in risk, all four business channels, and supporting… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more