- Morgan Stanley (Purchase, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** ** Finance * **Title:** * Wealth Management Finance , Director /AVP* **Location:** *New ... Reporting groups, and Valuation Review. Position Description As part of the Wealth Management Finance PMO organization, the individual will be responsible… more
- Charles Schwab (Lone Tree, CO)
- …focused on thought-leadership, consulting, & support for Schwab's financial planning, investing, & wealth management advice tools. At Schwab, we believe in the ... power of investing, planning and wealth management to help individual investors and...wide range of advice tools (eg, MoneyGuide Pro, Aladdin Wealth ). The director will also be versed… 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 ... and fiduciary activities, metrics, and control activities for JPM Wealth Management (JPMWM). You will work closely...risks. **Job summary** As a Fiduciary and Suitability Risk Director on the WM Investment Risk & Analytics (IR&A)… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities include: + This leader will serve… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …$50 billion in assets, specializes in exclusive family office services and personalized wealth management solutions. This position offers a hybrid work schedule ... to client goals. + Collaborate with cross-functional teams to design integrated wealth planning strategies. + Deliver expert tax advice and leverage technology to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private investment firm, provides exclusive family office services and tailored wealth management solutions, managing assets exceeding $50 billion. This ... to client objectives. + Work collaboratively across teams to develop integrated wealth planning strategies. + Offer expert tax advice and utilize technology to… more
- Truist (Charlotte, NC)
- …Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan spanning the ... review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery... Wealth business, including advisory, brokerage/investment management , lending,… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- Bank OZK (Dallas, TX)
- …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 effective communication related to carrying out Trust administration… more
- Citigroup (Queens, NY)
- The Model/Anlys/ValidExec Grp Mgr role resides in Citi's Global Model Risk Management (MRM) group and manages multiple teams of highly specialized and quantitative ... of the different theories and practices relevant to the Model Risk Management function. In-depth knowledge of the industry and relevant regulatory requirements are… more