- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... effective coaching, and ongoing talent development for regional fiduciary team. + Provides management and guidance through...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- JPMorgan Chase (Houston, TX)
- …closely with the Fiduciary Management team on a National basis. **Job Summary:** As a Regional Trust Team Lead within the South markets, you will supervise a ... + Promote Sales: Grow the fiduciary business and the Regional Trust Team Lead works closely with...qualifications, capabilities and skills:** + JD preferred JP Morgan Wealth Management Solutions comprises a workforce of more than… more
- Truist (Houston, TX)
- …(United States of America) **Please review the following job description:** The Specialty Wealth Regional Managing Director is responsible for leading, ... JD, CPA, CFA or CFP + 5 years of proven experience leading and managing multi- regional wealth teams, preferably in the legal or medical industry + Completion or… more
- JPMorgan Chase (Boston, MA)
- …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
- The Chicago Community Trust (Chicago, IL)
- … wealth while excluding Black and Latinx families. Our Approach The Trust 's Growing Household Wealth strategy is organized around this simple equation: ... remote workspace tools Keyword: (Hybrid) October 2024 - May 2025 Community Impact Internship - Critical Needs/Household Wealth From: The Chicago Community Trust more
- BMO Financial Group (Chicago, IL)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... management / sales / business development role. Not a leadership role. The Director title references the level of experience you have in sourcing and servicing… 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 ... flexible policies. Insurers need insights on how to drive trust and engagement, achieve growth and transform their operations....lead sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- Bank of America (Los Angeles, CA)
- …Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's ... Merrill Private Wealth Supervision Manager Los Angeles, California **Job Description:**...on managing risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor.… more
- Truist (Charlotte, NC)
- …(SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, ... change from time to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth...and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a… more
- Bank of America (New York, NY)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... Private Wealth Market Client Relationship Manager New York, New...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more