- Citigroup (San Francisco, CA)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase sales… more
- Vanguard (Scottsdale, AZ)
- The Regional Director , Personal Investor Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing ... wealth planning to help clients with their wealth planning goals and aligned with business objectives ,...What it takes + Leads a team of Arizona-based Wealth Advisor Executives who manage the wealth … more
- First Horizon Bank (TX)
- …On site in Louisiana or Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams ... compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts in their markets....with First Horizon Advisors. First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking… more
- KeyBank (New York, NY)
- …of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and ... New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with... Roadmap for assigned clients + Works with the Wealth Consultant and Regional Planning Strategist in… more
- JPMorgan Chase (New York, NY)
- …businesses. As a Executive Director - Athlete Center of Excellence on the Wealth Planning & Advice Team, you will have a thorough knowledge of planning for ... products and platforms You will partner with JP Morgan Wealth Management and field leaders to solidify regional... Wealth Management and field leaders to solidify regional or segment strategies and subsequently advise the field… more
- JPMorgan Chase (Houston, TX)
- …derivative-based transactions, and exchange funds) will also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth Management, you will ... Wealth Planning & Advice is a group of...clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how… more
- Citigroup (Wilmington, DE)
- …oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and Wholesale ... mitigate current and emerging credit / investment risk across Wealth Management. + Management of global and regional... Wealth Management. + Management of global and regional coverage plan through monthly and quarterly reviews +… more
- DXC Technology (Austin, TX)
- …boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can partner ... lead sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side...annual and quarterly targets and proven ability to carrying regional goals. + Ingenium Product Knowledge is a plus… more
- BMO Financial Group (Winnetka, IL)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... **NOT A LEADERSHIP ROLE** **We are currently seeking Senior Wealth Management professionals who excel in sales and relationship...is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank… more
- Truist (Miami, FL)
- …client servicing and advisor support + Escalate potential at-risk relationships to advisor/ regional managing director + Serve as the on-site local contact ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....for wealth support advisory org teammates and leadership + Maintain… more