- Eastern Bank (Lynn, MA)
- …Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations , Management Team , and other stakeholders. + Facilitate ... The Director of Wealth Operations ...The Director of Wealth Operations will play a pivotal...supporting the executive team in managing and optimizing the operations of the wealth management … more
- TIAA (Phoenix, AZ)
- ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility ... and management of an assigned group of Wealth Management Advisors. + Grows and maintains...will establish relationships across all touch points (NCC, Retail Operations , Technology, etc.) to ensure advocacy for client/participant needs.… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Wealth Underwriting Director Working at Wells Fargo | Jobs and Careers at Wells ... Wealth Clients. WIM Mortgage is seeking a Wealth Underwriting Director to lead the underwriting...underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing… more
- City National Bank (Raleigh, NC)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes...by the Senior Manager/ Manager and reviewed by the Director of Audit. * Directs coordination of co-sourced internal… more
- Citigroup (Jersey City, NJ)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on ... We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- HUB International (Newport Beach, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... of integration are complete. + In partnership with RPW operations team, leverage existing training materials and processes to...the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least… more
- JPMorgan Chase (New York, NY)
- **Job Description** JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment ... solutions. Our Risk Management team is dedicated to safeguarding the firm's assets...integrate risk considerations into all aspects of the firm's operations . + Promote a Risk-Aware Culture by fostering a… more
- City National Bank (Jersey City, NJ)
- … Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge ... for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of auditors to assess risks and internal control… more
- Bank of America (San Francisco, CA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's … more
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