- TIAA (St. Louis, MO)
- …Requirements** + Physical Requirements: Sedentary Work **Career Level** 10PL **POSITION SUMMARY:** The Senior Director , Wealth Management leads an ... ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...Enterprise sales in the US. + Work closely with senior sales management team to generate prospect… more
- Truist (Charlotte, NC)
- …with Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan ... spanning the Wealth business, including advisory, brokerage/investment management , lending, fiduciary and trust. Senior Directors may lead other Audit… 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 ... and most complex individual investors (and entities) served by Personal Investor Wealth Management . + Manages a large, multi-billion-dollar book of business.… more
- JPMorgan Chase (New York, NY)
- …with clients using various products and platforms You will partner with JP Morgan Wealth Management and field leaders to solidify regional or segment strategies ... Director - Athlete Center of Excellence on the Wealth Planning & Advice Team, you will have a...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more
- KeyBank (New York, NY)
- …1301 Avenue of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth ... the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship… more
- Citigroup (Tampa, FL)
- …and Reporting:** Prepare and present comprehensive risk assessments and reports to senior management , highlighting key risks and mitigating strategies. + ... a Second Line of Defense (2LOD) team within the Wealth Independent Risk Management organization. We provide...to clearly articulate complex information to various stakeholders, including senior management , first line of defense (1LOD)… more
- Huntington National Bank (Chicago, IL)
- …corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth management leadership experience + ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading… more
- Citizens (New York, NY)
- …strong leadership, strategic thinking, and a deep understanding of wealth management solutions, operations, and regulatory environment. Responsibilities: ... framework that ensures effective decision-making, accountability, and transparency within the Wealth Management division. Partner with risk and compliance… more
- BMO Financial Group (Chicago, IL)
- …our Managing Director , Sales Leader position in Treasury and Payment space within Wealth Management .** **-This position will work with our Wealth ... Equity, Law Firm/Professional Services and Family Office verticals, offering both cash management and payment solutions.** **-This role will lead a large team… more