Regional Wealth Strategy Executive
Citi Group
Citigroup Inc.'s Wealth Group Executive leads a team of professionals to execute corporate strategy regionally and deliver a full range of CPWM services. The role requires deep business insight, strong leadership, and exceptional communication with senior management. The position oversees regional sales, hiring, risk management, and client experience across Citi's CPWM and Citigold segments, coordinating with CBNA and other partners. #J-18808-Ljbffr Citigroup Inc.
- Make your mark by helping shape the growth and execution strategy for J.P. Morgan Wealth Management, Banking & Liquidity Solutions, a team that delivers... ...used across Solutions and Practice Management peers, regional tracking, and opportunity reportingOperate with...SuggestedTemporary work
- ...families and individuals. The Regional Team Lead is responsible for... ...advisors to coordinate client strategy and participate in key client... ..., including C level executives (CEO, CFO, CTO, etc.)Risk Management... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...Suggested
- ...The J.P. Morgan Wealth Management (USWM) business is focused on... ...a Vice President of Business Strategy & Field Engagement on the CWM... ...intersection of strategy and execution—translating the firm’s most important... ...that enable branch and regional leadership to champion initiatives...SuggestedImmediate startVisa sponsorship
$125k - $250k
YOUR IMPACTThe Regional Advisor Enablement Associate / Vice President... ...support the delivery and execution of regional advisor development... ...development initiatives across Private Wealth Management. This role serves... ...leadership, and Talent Strategy, helping ensure advisors are...SuggestedFull timeTemporary workPart timeWork at office- The TeamThe Dynamic Multi-Asset Strategy (DMAS) team manages benchmark-agnostic, actively managed multi-asset portfolios designed to deliver... ...Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...Suggested
- ...of financial planning technology at J.P. Morgan Wealth Management. Leverage your expertise to empower... ...outcomes. As a Head of Financial Planning Tools & Strategy for J.P. Morgan Wealth Management, you will define and execute the vision for advisor planning tools. You will...Home officeShift work
$211.28k - $316.92k
...Professional, WealthCompany: CitiThe Wealth Group Executive is accountable for management of complex... ...to one or more businesses/ geographic regions.Excellent communication skills... ...primary focus is to ensure corporate strategy execution on a regional level.Visible...Full timeTemporary work- ...Global Head of Lending Value Strategy, Private Banking (Executive Director)Role SummaryAs Global Head of Lending... ...set global standards while managing regional regulatory nuances.Job... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...Temporary workLocal area
- Job Requisition ID: 94971 Location Designation: Hybrid - 3 days per week Business Unit Overview The Eagle Strategies Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated...Work at officeLocal area3 days per week
$133k - $211k
...Director, Preconstruction & Development Cost Strategy, East RegionCompany:PrologisA day in the... ...projects across assigned U.S. East regions. Partnering closely with Development, Procurement... ...cost drivers into clear business and executive-level insights.Develop and maintain...Full timeFor contractorsWork at office- Citi Wealth COO Office seeks a Vice President to lead administrative and analytics functions, including audits, business continuity planning, and regulatory oversight, across a global wealth management framework. This role emphasizes cross-functional collaboration with...Work at office
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning,... ...exchange funds) will also be a plus.As an Executive Director, Advanced Planner within J.P.... ...with field management to solidify regional strategies and subsequently advise the field on how...Work at officeLocal area
$158.65k - $272.7k
...BALMAIN Beauty.DescriptionRole OverviewThe Executive Director, Influencer Marketing partners... ...ResponsibilitiesInfluencer Strategy & FrameworksDefine enterprise influencer... ...responsibilities across global brands, regions, and local teams.Establish global roster...Full timeLocal area$170k - $300k
...0 - $300,000.00Category: Marketing, ExecutiveCompany: CitiCiti Wealth is one of the world’s leading wealth management businesses, serving... ...in over 100 countries. We are seeking a senior Wealth Content Strategy leader to help define and drive Citi Wealth’s global content...Full time- Genetix Biotherapeutics is seeking a field-based leader to drive regional sales strategies in the East region. The role requires traveling up to four days per week and leading a team of six QTLs to achieve enrollment, pull-through, and treatment-start targets. You will...
$276k - $414k
...Job Title: Executive Director, Regulatory Affairs Strategy - Cell Therapy Available locations: NYC, NY Gaithersburg, MD Boston, MA South... ...management; may serve in a dual role as Franchise GRL and regional Regulatory Affairs Director. GPT Representation...Hourly payFull timeTemporary workWork at officeWorldwideFlexible hours3 days per week- Citi is seeking a Digital Wealth Product Owner (Vice President) to define and execute the digital wealth strategy for affluent and mass‑affluent clients. This role drives digital wealth adoption, client engagement, investment activity, and revenue outcomes across existing...
$158.65k - $272.7k
...The Ordinary and NIOD, and BALMAIN Beauty.Description* Executive Director, Consumer Data Strategy & OperationsRole OverviewThe Executive Director,... ...governance standards.* Partner closely with other functions, regions and affiliates to define and prioritize global use...Local area$165k - $195k
...velocity, and conversion rates against defined regional targets while growing overall account... ...to create and deliver high-impact, executive-quality pitch decks and proposals that translate... ....Want to learn more about Enterprise AI Strategy & GTM Execution? Check us out on our...Full timeContract workShift work- Citi’s Wealth COO Office seeks an Assistant Vice President to lead the design and maintenance of a centralized KPI reporting suite, measuring the financial impact of strategic programs. The role requires deep-dive analytics to identify trends, risks, and opportunities,...Full timeWork at office
$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity... ...colleagues from all asset classes and regions, and building meaningful relationships... ...equity, fixed income and real asset strategies, including providing insights on manager...Full timeTemporary workPart time- About this role:Wells Fargo is seeking a Lead Strategy & Planning Consultant, Vice President, to join the Wealth & Investment Management (WIM) Strategy team. Learn... ...strategy workstreams from problem definition through executive recommendation and will be the primary builder...Full timeWork experience placementRelocation package
$240k - $260k
..., we provide a wide range of investment strategies and vehicles to our clients around the world... ...& Custom Strategies Technology (Wealth, SMAs & Model Portfolios)Your TeamThe Solutions... ...the end-to-end technology strategy and execution for model portfolios, SMAs, and custom...Full timeWork at officeFlexible hours$125k - $290k
...group that sits within Asset & Wealth Management (AWM) at Goldman... ...institutional mandates and investment strategies. This is a hands-on portfolio... ...of the channel to ideate and execute strategic and tactical... ...working in global, cross-regional, cross-functional teamA self-...Full timeTemporary workPart time$125k - $290k
...group that sits within Asset & Wealth Management (AWM) at Goldman... ...retail models and investment strategies in line with MAS investment philosophy... ...new client mandates and executing portfolio restructurings,... ...experience working in global, cross-regional, cross-functional teamDetail‑...Full timeTemporary workPart time$115k - $190k
...securities, investment management and wealth management services. The Firm's employees... ...The Path to Advice team oversees the strategy and execution of that client journey, supporting... ...across business units and geographic regions to drive strategic projects and operational...Temporary workWork at officeWorldwide$125k - $250k
...learning experiences across Private Wealth Management. This role is... ...programming across regional offices through both virtual... ...enhancementsCollaborate with Talent Strategy, business leaders, and subject... ...strong project management and execution skillsCreative, innovative, and...Full timeTemporary workPart timeWork at office$125k - $250k
YOUR IMPACTThe Talent Strategy Vice President will focus on Americas-wide advisor development... ...individual will lead the end-to-end execution of key training and development initiatives... ...and enable advisors across Private Wealth Management. The role is best suited for...Full timeTemporary workPart time$120k - $172k
...skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional... ..., coupled with strong strategic, analytical, and execution oriented capabilities. This VP will operate with a high...Temporary workLocal area- ...Management, managing capital raising and strategy for alternative investments including... ...institutional investors (pensions, sovereign wealth funds, insurers, endowments, foundations... ...structures; and owning go-to-market execution in partnership with senior stakeholders....
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