248 Director - Wealth Management jobs in United States
- Director, Wealth Strategist
Forvis Mazars, LLPChicago, IL$105K - $189K (Glassdoor est.)CPA license, CTFA, LLM, or JD. Bachelor’s degree in a related field. You will work in conjunction with existing advisors and external advisors to develop,……30d+ - Director of TradingFalcon Wealth PlanningOntario, CA$150K - $160K (Employer provided)Oversee rebalancing, model implementation, cash management, tax-loss harvesting, and portfolio transitions. This role oversees portfolio implementation, trade……4d
- Director of Annuity Solutions - 125-150K Base Plus Bonus
Trajan WealthScottsdale, AZ$125K - $150K (Employer provided)Lead the firm's annuity and retirement income strategy, driving measurable growth by partnering with advisors to deliver solutions that address income gaps,……29d - Senior Director of Product, Wealth Management
Northwestern MutualMilwaukee, WI$176K - $264K (Employer provided)Best Places to WorkBusiness Strategy Translation: Translate business strategy into actionable technology capabilities, objectives, and measurable results by partnering with……30d+ - Head of Wealth Management Compliance City National Bank
City National BankNew York, NY$200K - $340K (Employer provided)Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Implement independent risk management routines to……30d+ - Director of Financial Planning and Research
Lead AdvisorsWestport, CT$100K - $120K (Employer provided)Set regard all client emails, phone calls, and meetings originating on your calendar. Actively participate in weekly calendar meetings, task prioritization, and……24d - Financial Planning Director - CFPMohr TalentPhoenix, AZ$130K (Employer provided)Own and improve planning tools, workflows, client deliverables, and service processes. This is a high-visibility role for someone who enjoys technical financial……30d+
- Director of Financial PlanningMohr TalentTempe, AZ$140K - $170K (Employer provided)The ideal candidate will possess deep financial planning expertise, strong presentation and relationship management skills, and the ability to develop……7d
- Asset & Wealth Management Tax Director
PwCLos Angeles, CA$150K - $438K (Employer provided)This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders. Adhere to professional and technical standards.…30d+ - U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChaseEl Segundo, CA$170K - $225K (Employer provided)Best Places to WorkExperience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Those in eligible roles may receive commission-based pay……30d+ - J.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WAJPMorganChaseBellevue, WA$205K - $300K (Employer provided)Best Places to WorkA valid and active FINRA Series 7, 66 (or equivalent) is required. A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or……15d
- JPMorgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)JPMorganChaseUnited States$209K - $300K (Employer provided)Best Places to WorkYou will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies.…23d
- J.P. Morgan Wealth Management - Executive Director, Lending SpecialistJPMorganChaseSan Francisco, CA$157K - $285K (Employer provided)Best Places to WorkIn this high-impact, fast-paced role, you will own your market's lending pipeline end-to-end: identifying opportunities, structuring sophisticated solutions,……15d
- Executive Director - Marketing Delivery Director - Wealth Management Marketing ControlsJPMorganChaseUnited States$152K - $245K (Employer provided)Best Places to WorkThe function partners closely with Legal, Compliance, Controls, and business stakeholders to deliver end-to-end process management, evaluate control design and……28d
- U.S. Private Bank - Investment Specialist - Executive DirectorJPMorganChasePalm Beach, FL$88K - $160K (Glassdoor est.)Best Places to WorkDemonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning. Provide guidance to junior staff.…2d
- J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyJPMorganChaseNew York, NY$209K - $300K (Employer provided)Best Places to WorkOversee centralized support and field-facing teams, including help desk operations and direct advisor engagement for tool-related questions and training.…3d
- Global Private Bank and Wealth Management Credit Risk Measurement and Analytics-Managing DirectorJPMorganChaseUnited States$238K - $450K (Employer provided)Best Places to WorkYou will lead and develop a global team of risk management professionals, setting vision, governance, and execution standards across risk measurement of……4d
- Asset Management - MAS Investment Specialist - Executive DirectorJPMorganChaseUnited States$200K - $350K (Employer provided)Best Places to WorkExpertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income,……30d+
- Global Head of Lending Value Strategy, Private Banking, Executive DirectorJPMorganChaseUnited States$181K - $285K (Employer provided)Best Places to WorkYou will design a scalable framework that advisors can explain, clients can trust, and the firm can defend—translating model outputs into clear policies,……30d
- J.P. Morgan Wealth Management - Executive Director, Credit Decisioning UnitJPMorganChaseUnited States$152K - $260K (Employer provided)Best Places to WorkExcellent communication and interpersonal skills with ability to translate technical capital markets concepts to non-technical audiences.…11d
- JPMorgan Wealth Management - Workplace Channel Activation Product Lead-Executive DirectorJPMorganChaseUnited States$166K - $260K (Employer provided)Best Places to WorkProven product management experience and skills: defining roadmaps, writing requirements, mapping business processes and user journeys, prototyping,……30d+
- U.S. Private Bank - Private Banker - Executive DirectorJPMorganChaseNew York, NY$170K - $250K (Employer provided)Best Places to WorkExperience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Those in eligible roles may receive commission-based pay……2d
- Asset & Wealth Management - Data Mesh Platform Product Owner (Business Owner) - Executive DirectorJPMorganChaseJersey City, NJ$176K - $260K (Employer provided)Best Places to WorkYou will own the internal product strategy and business outcomes of how these distribution points serve data producers and consumers, and coordinates closely……18d
- Citi Private Bank - UHNW Private Banker - Director / MD
CitiChicago, IL$200K - $500K (Employer provided)Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop……30d+ - Americas Head of Fixed Income Advisory / Direct to Desk - DirectorCitiNew York, NY$170K - $300K (Employer provided)The successful candidate will advise clients on their existing fixed income holdings, identify thematic opportunities across rates and credit markets, and……30d+
- Head of Wealth at Work AdvisorsCitiMiami, FL$250K - $500K (Employer provided)Participate in and initiate client calls with sales teams. Serve as Supervisory Principal, ensuring adherence to FINRA, SEC, and state regulations.…30d+
- Global Head of Operational Risk - Markets & Broker DealersCitiUnited States$250K - $500K (Employer provided)Where necessary, conduct independent second line operational risk assessments (e.g., reviewing control design and effectiveness of key processes, end-to-end……30d+
- Head of Program Management - WealthCitiNew York, NY$164K - $245K (Employer provided)Familiarity with AI-assisted production management tools, content performance analytics platforms, workflow automation, and real-time campaign reporting systems……3d
- Senior Director, Client Executive
BNYSan Francisco, CANo direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or……30d+ - Director, Audit Manager, Markets and Wealth ServicesBNYLake Mary, FL$118K - $172K (Glassdoor est.)Familiarity with operational‑risk areas such as breaks, exceptions, margin calls, liquidity management, and collateral processes.…30d+
Forvis Mazars, LLP
Director, Wealth Strategist
Chicago, IL
$105K - $189K (Glassdoor est.)
