- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive 's primary focus is to ensure… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- NTT DATA North America (Newark, NJ)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Client Executive Leader - Vice President Wealth & Asset Management IT ... level agreements, and delivery performance. + 10+ years of Wealth & Asset Management industry expertise, with executive...the world. NTT DATA is a part of NTT Group , which invests over $3.6 billion each year in… more
- JPMorgan Chase (New York, NY)
- …a comprehensive product strategy for digital planning and advice capabilities, including wealth planning, estate planning, executive tools (proxy review and ... of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution… more
- JPMorgan Chase (Summit, NJ)
- …you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth planning ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the...and Capabilities** + Strong presentation skills in one-on-one and group meetings + Ability to coach colleagues, client advisors… more
- Citigroup (New York, NY)
- …Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...emphasis on fostering and mentoring junior talent within the group . + Traveling, sometimes accompanied by Fund managers, to… more
- BMO Financial Group (Chicago, IL)
- The **Risk Governance Specialist** is a key member of the Wealth Management (WM) Cross Business Risk (CBR) team, responsible for supporting the ongoing integration, ... This candidate will work closely with various business units within Wealth Management, risk partners, and subject matter experts to facilitate cross-functional… more
- Raymond James Financial, Inc. (New York, NY)
- …with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, ... **Ability to:** . Author policies, procedures, and prepare risk reports for the Executive Committee, Board of Directors, and regulatory agencies as required . Read,… more
- JPMorgan Chase (Boston, MA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more