- First Horizon Bank (LA)
- …are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams of Financial Advisors in a defined market territory. ... and compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts...with First Horizon Advisors. First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking… more
- 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 ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly...regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well… more
- Citigroup (Wilmington, DE)
- …oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and Wholesale ... identify, monitor and mitigate current and emerging credit / investment risk across Wealth Management. + Management of global and regional coverage plan through… more
- Truist (Miami, FL)
- …program, client servicing and advisor support + Escalate potential at-risk relationships to advisor/ regional managing director + Serve as the on-site local ... Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned… more
- JPMorgan Chase (San Francisco, CA)
- …and review and resolve personal trading policy violations with Compliance and Regional Director as required **Required qualifications, capabilities, and skills** ... helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an...territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach… more
- House of Blues (NC)
- …for efficient reporting and historical data purposes + Report directly to the Regional Director WHAT THIS PERSON WILL BRING + Bachelor's degree in ... like you then please read on! THE JOB The Director of PSS Regional Business Development is...all levels of an organization + Demonstrated experience in managing sales funnel across multiple entertainment/sports properties with a… more
- US Bank (Minneapolis, MN)
- …alongside highly trained and educated professionals. The MDCA reports directly to the Regional Managing Director for the region. **Essential Functions:** + ... of $75MM, with average client assets above $100MM. The ** Managing Director , Client Advisor (MDCA)** is the...+ Responsible for providing assistance and support across all wealth management functions (investment, trust and banking) and all… more
- Cherry Bekaert (Boise, ID)
- …practice, an opportunity has been created for a Managing Director to join our high performing ... audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional… more
- JPMorgan Chase (Miami, FL)
- …to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity. + Demonstrated understanding of wealth management including, ... market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the… more
- AON (Miami, FL)
- Associate Director - Reinsurance Power Gen LATAM Hybrid: This is a hybrid role with the flexibility to work 3 days in our Miami, FL Office, and 2 days from home. Aon ... professional services firm providing a broad range of Health, Wealth , and Career solutions. Our 50,000 colleagues in 120...the region by working with the LATAM team and regional offices. + Technical resource within team for placement,… more