- Citigroup, Inc. (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- M&T Bank (Wilmington, DE)
- …to Wilmington Trust clients through an ecosystem of disciplines that include wealth planning, investment management, private banking, trust and estate services, ... the provisioning of assurance services specific to the technologies enabling the Wealth Management and Institutional Client Services (ICS) businesses of M&T Bank… more
- AllianceBernstein Holding LP (Nashville, TN)
- …while ensuring risks are well understood and controlled. What You'll Do: The Investment Risk Manager will play a critical role in identifying, assessing, and ... Looking For: AB is seeking a Vice President, Investment Risk Manager within the independent, second line...diversified investment services to institutional clients, retail investors, and private - wealth clients in major markets around the… more
- PIMCO (Austin, TX)
- …join the firm's Private Client Group (PCG), within the US Global Wealth Management (GWM) business, to cover Texas and Oklahoma, primarily, with some additional ... active fixed income with deep expertise across public and private markets. We invest our clients' capital across a...companies that need financing and investors who seek strong risk -adjusted returns. Since 1971, our people have shaped our… more
- BDO USA (St. Louis, MO)
- Job Description Job Summary: The Tax Manager , Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting ... and resolution of client issues. In this role, Tax Manager , Private Client & Family Office Services...clients Learns to evaluate clients for acceptance (eg general risk matters, regulations that affect our work, international business,… more
- KeyBank (Chicago, IL)
- Location: 227 West Monroe Street - Chicago, Illinois 60606 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and… more
- First Horizon (Memphis, TN)
- …Orlando, FL, Miami Lakes, FL, Asheboro, NC, Knoxville, TN, Naples, FL SUMMARY The Risk Compliance Manager is responsible for assisting in the design and ... issues including those that require escalation to the Management Risk Committee and Board Risk Committee. ESSENTIAL...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- JPMorgan Chase & Co. (Metairie, LA)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ...financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals… more
- BOK Financial (Tulsa, OK)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... we help BOKF achieve its objectives and improve overall risk management. Job Description The Manager of Third-Party Risk Management oversees staff and… more
- Antares Capital LP (New York, NY)
- …of data warehouses and analytics platforms to support regulatory and business risk management. Private Credit & Credit Process: Oversee the development ... mechanisms. Ensure compliance with industry standards and regulatory requirements in private credit processes. Collaborate with risk management and finance… more
- Risk Strategies (Burlingame, CA)
- …& wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has ... and retain business. Assist Agent, Account Executive and Account Manager level staff by marketing renewals and cross-selling products...Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to… more
- First Horizon (Birmingham, AL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... This position will report to the Equipment Finance - Senior Asset Manager . Key Responsibilities Include Proactively manage the process of establishing residual… more
- Intelliswift (Chicago, IL)
- …Pay Rate: $27.58/Hour Role Mandate: Provides transactional support for the Client's Private Wealth line of business. Delivers operational processes and provides ... to): Responsible for Cash and/or Security movement transactions as directed by the Private Wealth line of business. Communicates with internal and external… more
- Brown Brothers Harriman & Co. (New York, NY)
- …Brothers Harriman is currently recruiting an experienced professional to join as a Client Manager . The Client Manager serves as a key partner to the Relationship ... Manager Team Leader, providing comprehensive support for our Multi-Family...teams within BBH by coordinating internal resources and communication Risk Management & Administration Exercise sound, professional investment judgment… more
- First Horizon (Miami, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Expand existing client relationships… more
- First Horizon (Orlando, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate… more
- BOK Financial (Houston, TX)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... and credit approval process, prepare credit presentations, and identify key risk factors. You'll obtain credit approval, negotiate terms, and document credit… more
- First Horizon (Gastonia, NC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. *Proactive Client Outreach: Conduct ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- JPMorgan Chase & Co. (Chicago, IL)
- …industry bankers, you will deliver actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds. You ... all required finance and business support. As a Business Manager VP within the Transaction Development Group, you will...Banking, with a focus on US-based small and mid-cap private businesses up to $100 million in EBITDA. By… more
- Synovus (Evans, GA)
- …relationships with closely held businesses (ie, founder owned, family businesses, private companies, etc.) having annual sales revenue from typically $2.5MM to ... cross-selling efforts to the bank's other business lines including consumer and wealth segments. Job Duties and Responsibilities Manages assigned client portfolio to… more
