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
- Join J.P. Morgan Wealth Management's Exposure Management & Risk Analytics team and help shape how we measure, assess, and manage market and... ...quality validation, documentation, and change management practices.Execute quantitative modeling initiatives and translate market and...Suggested
$100k - $230k
Asset & Wealth Management OverviewA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...driven, proactive, and entrepreneurial with a strong bias toward execution.Ability to manage multiple initiatives in a fast-paced...SuggestedFull timeTemporary workPart time- J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerJ.P. Morgan Wealth Management is seeking a Certified Financial Planner... ...clients. This role requires travel among branches and offices as needed.Job Responsibilities:Provide unbiased customized wealth...SuggestedWork at office
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP... ...role requires travel among branches and offices as needed. The successful candidate will...SuggestedWork at office
$110k - $175k
...headquartered in the United States with offices worldwide. Job Description Wilshire’s Client... ...private markets, with a primary focus on wealth and retirement channels. Responsibilities... ...coordinating with internal stakeholders, managing client activities, staying informed about...SuggestedWork at officeWorldwide$250k - $300k
...independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is... ...Cresset is seeking a Regional Managing Director, Wealth Advisory to... ...teams to develop and execute firmwide initiatives that advance...Full timeTemporary workWork at officeLocal area$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...the highest ethical standard in execution Curate a network of intermediaries to help... ...Headquartered in New York, we maintain offices around the world. We believe who you are...$85k - $240k
Overview As a Family Office Advisor, you will be instrumental in shaping... ...stewards of significant wealth, and you will continue this legacy... ...& Coordination: Seamlessly manage and integrate advice from a network... ...Estate Planning: Develop and execute advanced tax efficiency...Full timeTemporary workPart timeWork at office- Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial...
$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- ...their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust. Job... ...administration of the trust. Job Summary As a Junior Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of...
- JPMorgan Chase & Co. is seeking a Junior Trust Officer in the Wealth Management Solutions, Trust & Estates practice in Chicago. You will oversee trust administration, analyze trust documents for legal, tax, and investment issues, and develop relationships with beneficiaries...
- ...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 Junior Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global...
- JPMorganChase is seeking a Junior Trust Officer VP in wealth management solutions to oversee trust administration and analyze trust documents for legal, tax, administrative and investment issues. You will develop relationships with beneficiaries and advisors, collaborate...
- ...Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest...Local area
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their... ...advisors located across 3,500 branches and 20 offices.As an Vice President, Investment... ...Presentations and Zoom office hoursSchedule and Execute approximately 10 to 15 one on one...Work at officeRemote workFlexible hoursNight shift
- ...America in Chicago seeks a senior-level client advisor within Executive Wealth Services to deepen relationships with corporate executives and deliver best-in-class service. You will lead the client management process, coordinate across the enterprise for a branded...
- 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...
- ...exceeding their expectations. FactSet is seeking a Principal Program Manager to lead complex, client-facing implementations of FactSet's Buy... ...users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more...Full timeContract workWork experience placementWorldwideFlexible hours
- Asset and Wealth Management Divisional OverviewA career with Goldman Sachs Asset & Wealth Management... ..., endowments, foundations, and family offices. The successful candidate would become... ...is highly analytical, focusing on the execution and implementation of new retirement...
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...service while maintaining the highest ethical standard in execution Curate a network of intermediaries to help best serve clients...
$95k - $115k
...Sales Professional BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US... ...and the BlackRock selling system to execute high-impact client engagements (virtual... ...to work at least 4 days in the office per week, with the flexibility to work...Part timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- ...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...
$250k - $375k
...SummaryAs a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily... ...colleagues in our other Health, Wealth, and Career businesses on broader opportunities... ...Compensation practice and local office teamsCollaborate with sales...Temporary workWork at officeLocal areaFlexible hours- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce... ...Chief 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...
- 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...
- This Managing Director of Wealth Transfer Strategy serves as a senior-level planning professional responsible for delivering advanced estate, wealth... ...-high-net-worth (UHNW) individuals, families and family office clients nationwide. This role is central to advancing...Work at office
$225k - $325k
...Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners... ...and upward mobility Job Description Summary The Chief Executive Officer (CEO) is responsible for leading the overall direction and success...Temporary workFlexible hours- ...A Chief Executive Officer for a Chicago-based single family office, reporting directly to the Principal... ...external advisors across financial management, operations, tax and estate liaison, HR... ..., and manufacturing sectors, seeks a CEO to report directly to him. This individual...Work at office
- A global investment firm is seeking a Family Office Advisor based in Chicago, Illinois. The ideal candidate will manage financial planning for a select portfolio of ultra-high net worth families, requiring at least 7 years of experience and advanced degrees in relevant...Work at office
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