- Morgan Stanley (FL)
- …to learn more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director , Wealth Strategies Broker Channel* **Location:** ... client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for… more
- Morgan Stanley (Los Angeles, CA)
- …to learn more about our benefit offerings. **Job:** **Sales & Marketing* **Title:** * Executive Director , Wealth Strategies RIA Channel* **Location:** ... client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for… more
- JPMorgan Chase (Boston, MA)
- …10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth ... spectrum and have experience with tax and wealth transfer strategies ; familiarity with financial planning, investments, corporate executive issues and… more
- JPMorgan Chase (Los Angeles, CA)
- …and businesses. Job Summary: As a Wealth Management, Life Insurance Specialist, Executive Director within JP Morgan Wealth Management, you will provide ... JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs around the Goals Based Advice… more
- JPMorgan Chase (New York, NY)
- …communication skills, adaptability, and flexibility in constantly changing environments. As an Executive Director , Strategy Lead Wealth Management and ... The JP Morgan Wealth Management (USWM) business, with ~$600 billion in...cross-functional teams + Experience with developing communications and training strategies for a scaled organization Chase is a leading… more
- JPMorgan Chase (New York, NY)
- …advisors located across 3,500 branches and 20 offices. As an Executive Director , Investment Product Specialist in JP Morgan Wealth Management, you will be ... The JP Morgan Wealth Management (USWM) business is focused on helping...the firm's investment themes, various investment platforms, and products/investment strategies . + Effectively communicate the JPMWM view and recommendations… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Risk & Analytics (IR&A) is responsible for review of Global Wealth Management business. IR&A's Client Risk team is responsible for ... and fiduciary activities, metrics, and control activities for JPM Wealth Management (JPMWM). You will work closely with other...risks. **Job summary** As a Fiduciary and Suitability Risk Director on the WM Investment Risk & Analytics (IR&A)… more
- JPMorgan Chase (San Francisco, CA)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips...financial planning. With direct contact to the field, the Wealth Management Specialist will have a unique opportunity to… more
- Huntington National Bank (Flint, MI)
- …advisors' overall development initiatives and is responsible for aligning HNB training strategies with the Wealth training and development Priorities. Develops ... Description Summary: Managing a team to direct design of all Wealth Training and development programs and initiatives including Mass Affluent Academy, Licensed… 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 ... are looking to accomplish. They regularly anchor DXC value propositions and sales strategies on strategic solutions that can deliver those client outcomes (ie, the… more