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
- ...Regional VP Wealth Our Regional Wealth VPs work to meet the financial objectives of their customers through sound advice and guidance throughout their geographic regions. They also help attract additional advisors throughout their regions. The ideal candidate is customer...SuggestedLocal area
$141k - $197k
...Alternatives Marketing, Global Wealth Alternatives is a senior... ...development. Partner to develop and execute integrated thematic campaigns... ...financial services or asset management experience. Experience... ...Strong knowledge of Microsoft Office products. Preferred Qualifications...SuggestedWork experience placementWork at officeFlexible hours- ...Chief of Staff About the Company Disruptive wealth management platform Industry Financial Services Type Privately... ...have prior experience in executive or board-level work. This... ...is centered on managing the CEO's office, including executive office operations...SuggestedWork at office
- ...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...Suggested
- ...Chief of Staff, Strategy and Operations About the... ...to work closely with the CEO and Founder, playing a pivotal... ..., decision-making, and execution of the Senior Leadership... ...gaps effectively. Hiring Manager Title Chief Executive Officer (CEO) Travel Percent...SuggestedRemote work
- ...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...
- ...Chief Executive Officer (CEO) About the Company Mission-driven environmental conservation organization Industry Non-Profit Organization Management Type Non Profit Employees 1-10 About the Role The Company is seeking a Founding Chief Executive...
- ...Chief Executive Officer (CEO) About the Company Dynamic organization advancing health equity through leadership development programs Industry Nonprofit Organization Management Type Non Profit Founded 2008 Employees 11-50 Specialties leadership...
- ...Chief Executive Officer (CEO) About the Company Lung cancer focused charity Industry Non-Profit Organization Management Type Non Profit Founded 2019 Employees 11-50 Categories ~ Non-Profit & Philanthropy Specialties raise funds for...
- ...Chief Executive Officer (CEO) About the Company Large public library system Industry Education Management Type Government Agency Founded 1903 Employees 201-500 Categories Libraries Colleges & Universities Education Specialties...Local area
- ...Chief Executive Officer (CEO) About the Company Mission-driven organization advocating for global women's rights Industry Non-Profit Organization Management Type Non Profit Founded 2013 Employees 11-50 Specialties women’s rights women’...Flexible hours
- ...Chief Executive Officer (CEO) About the Company Mission-driven organization providing care services to orphaned children Industry Non-Profit Organization Management Type Non Profit Founded 2002 Employees 11-50 About the Role The Company is...
- ...Chief Executive Officer (CEO) About the Company Influential organization dedicated to improving the national recycling system Industry Non-Profit Organization Management Type Non Profit Founded 2003 Employees 51-200 Specialties recycling...
- ...Chief Executive Officer (CEO) About the Company Mission-driven coalition of leading public media organizations Industry Non-Profit Organization Management Type Non Profit Employees 11-50 About the Role The Company is seeking an inaugural Chief...
- ...Chief Executive Officer (CEO) About the Company Esteemed organization dedicated to advancing minority supplier development in the local community Industry Non-Profit Organization Management Type Non Profit Founded 1975 Employees 11-50 Specialties...Local area
- ...Chief Executive Officer (CEO) About the Company Dynamic provider of back-office solutions Industry Management Consulting Type Privately Held Founded 2015 Employees 11-50 Specialties human resources information technology accounting...
- ...Chief Executive Officer (CEO) About the Company Lung cancer focused charity Industry Non-Profit Organization Management Type Non Profit Founded 2019 Employees 11-50 Categories ~ Non-Profit & Philanthropy Specialties raise funds for...
$134.3k - $231.7k
...Director, Executive Experience Towson, MD or Charlotte, NC Come make the world... ...Responsible for the full lifecycle management of the Executive Experience service tower... ...paths. Learn: Have access to a wealth of learning resources, including our digital...Full timeLocal area- ...Chief of Staff This role is envisioned as a strategic right-hand person/chief of staff... ...planning, support and direct change management throughout the division. Works with the... ...drives creation of program roadmap and execution plans across all phases of planning, discovery...Temporary workImmediate start
- ...Deputy Executive Director About the Company Reputable organization... ...Industry Education Management Type Non Profit Employees... ...supervising and developing executive officers, fostering a high-performing... ...Less than 10% Functions CEO/President Non-Profit...Interim role
- ...Chief of Staff (CoS) About the Company Innovative provider of... ...that goes beyond traditional executive assistant duties, requiring a... ...proactive, strategic partner to the CEO and COO. The successful... ...a company operates. Hiring Manager Title CEO & COO Travel Percent...
- ...Deputy Chief of Programs About the Company Nonpartisan organization providing legal... .... This strategic role is pivotal in managing and reviewing legal work across the organization... ...be a key partner to the Chief Program Officer, fostering a culture of continuous learning...Local area
$149.76k - $249.57k
...business. This team focuses on institution product and program management, specifically the execution of large cross-functional programs to support our... ...field required ~ Minimum 7 years of experience within the wealth management industry, including roles in management...Work from home$101k - $200k
...advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The Vice President of Advanced Concepts and...$135.96k - $226.6k
...VP Of Product Management For Business Management Reporting (BMR) Lead with Purpose, Unlock... ...primary product voice for BMR across executive, institutional, advisor, and internal audiences... ...Background in financial services, wealth management, or data-intensive business environments...Work from home$144.61k - $241.02k
...firm's initiatives. The tight-knit team manages the firm's platform, including product,... ...the alternative investments team within Wealth Management (WM), the primary responsibility... ...will be responsible for the day-to-day execution of the initiatives set forth by the...Work from home$135.96k - $226.6k
...expertise in AI governance, ethics, and risk management, with a deep understanding of the... ...and business strategy, partnering with executive leadership, data science teams, legal, compliance... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader...Work from home$132k - $190k
...their most significant risk, workforce, wealth management and retirement challenges through... ...schedule in our Bethesda, MD or Charlotte, NC office. We will consider a remote option for... ...and establishes a plan and timeline to execute against the strategy. Execute national...Full timeWork at officeRemote work$135.96k - $226.6k
...Vice President, Product Management Lead with Purpose, Unlock Your... ...portfolio, including strategy, execution, adoption, and sustained... ...Operations, servicing, or back-office environments. ~2+ years experience... ...is among the fastest growing wealth management firms in the U.S....Work from home- ...Strategy and Sales Enablement to play a pivotal role in defining and executing the growth agenda. This executive will be responsible for... ...professional with a minimum of 10 years' experience, who can bring a wealth of knowledge and expertise to the table. The Vice President of...
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