Chief Executive Officer (CEO), Wealth Management
Confidential
Chief Executive Officer (CEO), Wealth Management
About the Company
Confidential wealth management operating company division.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership and vision to the organization, driving the development and implementation of long-term business strategies, and ensuring the company's growth and profitability. The CEO will oversee all operations, including fund management, and will be instrumental in expanding the company's presence in the wealth and crypto markets. This role requires a dynamic individual with a proven track record in the industry, capable of making high-level decisions and representing the company in a professional and ethical manner. Applicants for the CEO position at the company's Wealth Management division should have a degree or MBA in a relevant field and possess a deep understanding of the wealth, crypto, and fund management sectors. The role demands a visionary leader with the ability to inspire and motivate a team, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong background in operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the ability to identify and capitalize on market opportunities, and a commitment to the company's values and mission are essential.
Travel Percent
Less than 10%
Functions
- CEO/President
- ...Vice President Of Internal And Executive Communications The J.P. Morgan Wealth Management Communications team is seeking a communications expert to lead the editorial... ...10,000 employees, and serve as a key voice for the CEO's internal communications. As a Vice President...Suggested
- 001 The Northern Trust Company is seeking a Strategic Transformation Executive in Chicago to lead enterprise transformation initiatives within the Wealth Management Transformation Office. The role involves partnering with executive leaders to design and deliver large-scale...SuggestedWork at office
$110k - $230k
...Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...Marketing implementation: Assist in development and execution of strategic marketing plans to build awareness and affinity...SuggestedFull timeTemporary workPart time$130k - $230k
...Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key... ...teams to support advisor engagement and execution within key distribution relationships....SuggestedWork at officeHome office- ...Vice President, Portfolio & Wealth Advisory New York, NY or Chicago, IL BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services... ..." weeks, and casual dress. ~ New office space with a variety of perks and...SuggestedTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours
- ...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...Key Responsibilities: Growth Strategy: Develop and execute plans to bring together client data streams that enable us to...
- ...Wealth Management Executive Office Investigator Analyst I As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a team of Wealth Management Executive...Work at office
$125k - $190k
...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial... ...existing clients. This role requires travel among branches and offices as needed. Job Responsibilities: Provide unbiased...Work at office$105k - $190k
...lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust. Job Summary As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global...- ...Trust Officer VP in Wealth Management Solutions, Trust & Estates The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our...
$155.28k - $232.92k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment...Full time$85k - $240k
YOUR IMPACT As a Family Office Advisor, you will be... ...stewards of significant wealth, and you will continue... ...legacies. OUR IMPACT Wealth Management Across Wealth... ...financial complexities of CEOs, founders, private equity... ...Planning: Develop and execute advanced tax efficiency...Full timeTemporary workPart timeWork at office- J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of... ...risk escalations from end-to-end and outreach to the field and executive level stakeholders. You will ensure effective resolution of...
$85k - $240k
...seeking a Vice President for their Private Family Office as a Financial Planning Advisor. The role... ...with ultra-high net worth families to develop and execute sophisticated financial strategies that ensure long-term wealth preservation and growth. The job offers a competitive...Work at office- ...Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card... ...more than 1,800 client advisors in 120 offices in 11 countries. Role Summary As... ...Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO...Bank staff
- Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives,... ...within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful...
$150k - $200k
...Summary of the Role The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships... ...partner associates at their offices and regional events.... ...organizational levels, particularly with executive decision-makers. ~...Temporary workRelocationFlexible hours$125k - $230k
...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3.6 trillion in assets...Full timeTemporary workPart time$85k - $240k
Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Chicago... ...the day to day operations of the office. This is a unique opportunity to work directly... ...Regional Management Team involved in executing and developing strategy to achieve...Full timeTemporary workPart timeWork at officeLocal area$85k - $240k
Overview The Business Unit Manager is a member of the Regional Management... ...leads daily operations of the office, working directly with the Region Head and Private Wealth senior management. The role... ...Regional Management Team involved in executing and developing strategy to...Full timeWork at officeLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join...
$85k - $240k
Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor -... ...maintaining the highest ethical standard in execution Curate a network of intermediaries to... ...Headquartered in New York, we maintain offices around the world. We believe who you...$110k - $230k
Asset & Wealth Management, Product Marketing Manager: US Third Party Wealth, Vice President - Wheaton... ...and campaign initiatives: Develop and execute thoughtful and comprehensive go‑to‑... ...vacation policies based on employee level and office location. We promote time off from work...Full timeTemporary workPart timeWork at office- ...Job Summary This Managing Director of Wealth Transfer Strategy serves as a senior-level planning professional responsible for delivering advanced... ...-high-net-worth (UHNW) individuals, families and family office clients nationwide. This role is central to advancing...Work at office
- ...Job Title Job Identification 210752363 Job Category Product Development Business Unit Asset & Wealth Management Locations 270 Park Ave, New York, NY, 10017, US Job Schedule Full time Job Description J.P. Morgan Asset & Wealth Management, with client...Full time
- ...Chief of Staff, Strategy and Operations About the Company... ...to work closely with the CEO and Founder, playing a... ...focus, decision-making, and execution of the Senior Leadership Team... ...effectively. Hiring Manager Title Chief Executive Officer (CEO) Travel Percent...Remote work
- ...alternative investments sales, and existing relationships with RIAs. A Bachelor's degree is required along with a proven track record in sales. The firm offers a competitive environment focused on growth and client engagement. #J-18808-Ljbffr Advisors Asset Management
$110k - $190k
...Candidates should have extensive financial industry experience, strong educational content creation skills, and be proficient in Microsoft Office and e-learning platforms. The position offers a salary range of $110,000 to $190,000 per year, along with comprehensive benefits....Work at office- A leading global financial services firm is seeking a Product Marketing Manager (Vice President) in Chicago. This role focuses on developing and implementing marketing strategies for investment solutions. With over 8 years of experience in asset management marketing, candidates...
- A leading financial services firm in Chicago is seeking a Vice President Supervisory Manager to manage complex escalations and supervise correspondence. Candidates should have a deep understanding of advisory services and regulatory frameworks, with strong analytical and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Executive Officer (CEO), Wealth Management. Be the first to apply!
- executive sales director Chicago, IL
- associate chief medical officer Chicago, IL
- chief scientific officer Chicago, IL
- chief academic officer Chicago, IL
- president & ceo Chicago, IL
- assisted living executive director Chicago, IL
- managing director of operations Chicago, IL
- solution executive Chicago, IL
- creative executive Chicago, IL
- technology executive Chicago, IL

