- Citigroup, Inc. (San Ramon, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. Keep abreast of trends and… more
- Leominster Credit Union (Sterling, MA)
- …Makes appropriate referrals to product specialists such as wealth management , IRAs, real estate, and commercial lending , etc. 5. Completes all member ... policies, procedures and regulations. As a member of the credit union's management team, the Member Relationship Manager represents the credit union in various… more
- Webster Bank (Hamden, CT)
- …clients. Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending . Utilize lead calling lists and track ... decisions. Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center. Participate in outside organizations and the… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As part of ... Specialist organization. As a Lending Product Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending … more
- Citigroup (Tampa, FL)
- …compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global Wealth ... controls, and emerging risks for Global Wealth Deposits and Lending businesses. **Responsibilities:** + Provide compliance product coverage to Global… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Experts. + Oversight and management of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk appetite… more
- Citigroup (New York, NY)
- …to deliver a premier level of service while helping clients preserve, grow and manage their wealth . Lending is a key product offering within Citi Wealth . ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...plans, co-ordination and oversight of uplift programs across the Lending product and platform along with assistance… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...service while helping clients preserve, grow and manage their wealth . Lending is a key product… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (San Francisco, CA)
- …within the team/project. **Responsibilities:** + The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance ... Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time… more
- Bank of America (Atlanta, GA)
- …ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring ... Credit Product Specialist, Global Wealth & Investment Management Chicago, Illinois;Greensburg,...adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending… more
- Citizens (New York, NY)
- …Credentials + 10+ years experience in financial services operations, product management and/or sales in partner lending , securities based lending , ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...intimately focusing on each client's unique circumstances. Private and Wealth Specialty Lending , a critical part of… more
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Product Manager IV - Commercial Lending ...to sound infrastructure and integrity levels. Responsible for the management of assigned product (s), including market research,… more
- Citigroup (San Ramon, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... and North America. It delivers the full range of wealth products across investments, banking, lending , insurance,...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Citigroup (Mitchellville, MD)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending products and overall… more
- Wells Fargo (Minneapolis, MN)
- …of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet ... to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more...a "home office" or "middle/back office" environment. + Banking, Lending & Trust (BL&T) **:** Center of Excellenceproviding access… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... **Overview** Citi Wealth is a leading provider of financial solutions...firms and attorneys. From investment strategy, to banking, to lending and cash management we are here… more
- Bank of America (New York, NY)
- …compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:** + Advisory ... + Works closely with various internal clients and partners including product management , underwriters, document preparation groups, client facing personnel,… more
- Capco, a Wipro Company (New York, NY)
- …stakeholders + Experience with wealth management , client onboarding, payments management , or security- based lending . + Proven track record of delivering ... Do:** + Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy, digital strategy… more
