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.
Functions
- CEO/President
- DescriptionA nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization.This is an opportunity for an experienced client service leader...Suggested
- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised... ...and ~5,000 advisors located across 3,500 branches and 20 offices.As an Executive Director, Lending Specialist within JPMorgan Wealth...Suggested
- A growing wealth management firm in San Francisco is seeking a Senior Client Development professional to enhance its private wealth group. This role involves coordinating with the executive team to achieve sales goals, developing targeted client campaigns, and building...SuggestedFlexible hours
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental... ...of significant wealth, and you will continue... ...Wealth Management, Goldman Sachs helps empower... ...financial complexities of CEOs, founders, private equity... ...Planning: Develop and execute advanced tax efficiency...SuggestedFull timeTemporary workPart timeWork at office- ...Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner... ...clients. This role requires travel among branches and offices as needed.The successful candidate will have knowledge of and...SuggestedWork at office
- As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point... ...supporting complex liquidity and financing objectives.You will help execute credit strategies that reflect clients’ circumstances,...
- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services Type Privately Held About the Role The Company is in search of a VP of Wealth Management to join their team. The successful candidate...
$157.04k - $235.56k
...Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on... ...based loan adoption. Candidates should have 5+ years of wealth management experience, a Bachelor’s degree, and ideally relevant licenses....- Mercer Advisors in San Francisco, CA, seeks a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment. You will manage the sales pipeline from start to finish, present tailored strategies...
- Goldman Sachs is seeking a Vice President on the Regional Marketing and Events team to support the Private Wealth Management business in San Francisco. You will partner with advisors, marketing teams, and agencies to deliver compelling content and client experiences. The...
$85k - $270k
...Vice President to join their team in San Francisco. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients... ...net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their...Full timeTemporary workPart timeWork at office- JPMorgan Chase & Co. in San Francisco seeks a Vice President, Private Wealth Planner to deliver comprehensive financial plans for high‑net‑worth clients and prospects, coordinating with an integrated client service team and using Wealth Plan software to produce goal‑driven...
- Goldman Sachs Family Office (GSFO) seeks a Vice President and Trust Relationship Manager to drive strategic expansion of fiduciary services. You will partner with Private Wealth Advisors and educate clients on discretionary, directed, and delegated trust structures. This...Work at office
- Mercer Advisors is seeking a Regional Vice President to build client relationships and drive wealth-management solutions in a fast-paced environment. You will lead client conversations, showcase Mercer capabilities, and manage the end-to-end sales process to convert prospects...
$85k - $270k
...IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship Manager to drive the strategic... ...intellectual partner to our Private Wealth Advisors, serving as a trusted... ...attorney or senior fiduciary executive with a proven background in trust...Full timeTemporary workPart timeWork at office$157.04k - $235.56k
..., Professional, WealthCompany: CitiCiti Wealth Lending provides competitive borrowing solutions... ...into our client’s broader Wealth Management goals. Our Lending Advisors serve as... ...Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions...Full time$100k - $125k
...role is a critical member of the Private Wealth sales organization, responsible for driving... ...independently developing, deepening, and managing relationships with new and existing... ...advisors across the assigned territory. Execute a high level of proactive outreach through...Temporary workFlexible hours$225k - $275k
...is the world’s largest alternative asset manager. We seek to create positive economic... ...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group, supporting... ...team members and outside counsel in the execution of the above responsibilities**...Local areaFlexible hours- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and... ...institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth...
- Bank of America in San Francisco seeks an Executive Wealth Services professional to provide exceptional client service to corporate executives... ...Bank capabilities. The role requires leadership in client management, strategic advisory across wealth products, and proactive...
$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With... ...group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs... ...institutions, endowments, foundations, family offices, RIAs and other wealth advisors.YOUR...Full timeTemporary workPart time- Wealth Enhancement is seeking a Vice President, Financial Advisor to join a growing national team. This remote role is based in the Bay... ...structure that combines base salary with incentive pay. You will manage client relationships, guide complex planning, collaborate with...Remote job
$157.04k - $235.56k
## Citi Wealth - Lending Advisor - Vice PresidentApplyremote type: Hybridlocations: San... ...integrated into our client’s broader Wealth Management goals. Our Lending Advisors serve as... ...Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions...Full time- Citi Wealth is seeking a Vice President Lending Advisor to act as a regionally aligned lending expert for CGCPC clients. You will partner... ...analytics. The role emphasizes risk discipline, timely execution, and cross‑team collaboration. The position combines advisory excellence...
- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce About... ...of Staff or Chief Operating Officer to work closely with the CEO and Senior Leadership Team. This... ...in the areas of time management, decision-making, and execution. The successful candidate will...
- ...Chief of Staff, Business Operations About the Company Innovative... ...be a trusted advisor to the CEO, driving strategic initiatives, and ensuring the executive team remains aligned and... ...exceptional communication and project management skills. The company values a...
- ...Chief of Staff, Strategy and Operations About the Company... ...to work closely with the CEO and Founder, playing a pivotal... ..., decision-making, and execution of the Senior Leadership Team... ...gaps effectively. Hiring Manager Title Chief Executive Officer (CEO) Functions Strategy...Remote work
- ...Chief of Staff, Business Operations About the Company Respected organization providing quality healthcare Industry Hospital... ...Staff to play a pivotal role in the strategic and operational management of the organization. The successful candidate will be...
$225k - $300k
...Stifel's Venture Banking team, a Managing Director, Syndications is... ...the syndication strategy and execution for venture debt transactions... ...including Investment Banking, Wealth Management, Fixed Income... ...headquarters is in St. Louis, we have offices in New York, San Francisco,...Flexible hours- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High... .... This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services...
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 assistant to chief executive officer San Francisco, CA
- assistant to the executive director San Francisco, CA
- financial executive San Francisco, CA
- executive search company San Francisco, CA
- managing director of operations San Francisco, CA
- senior manager executive compensation San Francisco, CA
- executive director senior living San Francisco, CA
- chief dental officer San Francisco, CA
- information technology executive San Francisco, CA
- executive program manager San Francisco, CA

