- Vanguard (Malvern, PA)
- Join the Advice & Wealth Management division as the Head of Wealth Management Business Development! Wealth Management's vision is to Be a trusted partner ... + Prepare and present sales forecasts, reports, and performance metrics to senior leadership. Qualifications + Ten years related work experience. Five years sales… more
- Vanguard (Malvern, PA)
- …strategy development is a core driver of long-term distribution excellence. As the Senior Manager , Head of Strategy Development for our Financial ... a trusted partner for advisors nationwide. This newly created role reports to the Head of Distribution Strategy & Planning and leads a team responsible for: +… more
- Vanguard (Malvern, PA)
- …distribution ecosystem to deliver a more seamless, data-driven, and advisor-centric experience. As the Senior Manager , Head of Sales Process & Efficiency for ... the industry's most respected advisor sales forces. This role reports to the Head of Learning & Enablement and partners across product, technology, data, and… more
- Vanguard (Malvern, PA)
- …advisors-and we believe that sales excellence is foundational to that transformation. As the Senior Manager , Head of Sales Practice Management & Coaching for ... elevate our advisor-facing teams. This role reports to the Head of Learning & Enablement and partners closely with...led sales coaching and practice initiatives in asset management, wealth , or financial advisor services environments and know how… more
- Vanguard (Malvern, PA)
- …our distribution ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager , Head of Go-to-Market Strategy for our ... advisor experiences. This newly created role reports to the Head of Distribution Strategy & Planning and leads a...built GTM designs and led activation in asset management, wealth , or financial advisor services, and you understand the… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an ... skills required in order to negotiate and influence, often at a senior level. Some external communication/negotiation may be necessary. Accountable for end results… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San Francisco,...being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact… more
- Citigroup (Irving, TX)
- …Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management. The ... risk reporting for USPB CRO organization, and consumer/retail risk reporting for Wealth CRO, Legacy Franchises Banking & International-Retail CRO and other key… more
- BMO Financial Group (Chicago, IL)
- …preparing independent assessments of maturity levels, and developing reports for senior management. Identifies and assesses alternative approaches to risk mitigation ... assessment of vulnerabilities, risks and remediation strategies, providing insights to senior leaders and other stakeholders including regulatory agencies and the… more
- BMO Financial Group (Chicago, IL)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more