- Citigroup, Inc. (Flushing, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Bank of Montreal (Portland, OR)
- …generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). Implements a relationship management plan in ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) Leads/participates in the design,… more
- Golub Capital (New York, NY)
- …relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with ... processes to support and service client relationships Collaborating with senior members of the Direct Lending Team,...position in the industry, specifically with regard to direct lending and asset management , as well as… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...of 5 years' experience in a Business Banking Relationship Management role or related business lending experience… more
- First Horizon (Knoxville, TN)
- …Participate in internal credit conversations with PM's, RM's Credit Risk Managers and senior management and in external meetings with clients and prospects. ... of personal performance metrics and team initiatives, flexibility in responding to RM/PM/ senior management and client deadlines, extreme level of detail and… more
- Synovus (New Port Richey, FL)
- …and is accountable for assigned retail market and portfolio. Identifies small business lending and deposit solutions to add value to clients and prospects, delivers ... practices through training, coaching and mentors. Works closely with and assists senior level Retail Market Managers with business development efforts, primarily in… more
- Wells Fargo (Charlotte, NC)
- …globally. The organization manages financial transactions for businesses, institutions, and wealth management clients - ensuring efficient processing of ... Maintain contact with leaders at all levels of the organization including senior management , team members, individual contributors, and/or vendors. Create… more
- Rockland Trust (Hanson, MA)
- …of business partners, including but not limited to Business Banking, Commercial, Cash Management , Mortgage, Wealth Management , and Investment. Maintain the ... promote, and value diversity. Assume additional responsibilities as assigned by Senior Management . Required Qualifications: The ideal candidate should possess… more
- AllianceBernstein Holding LP (Nashville, TN)
- …Will Work With: AB Private Alternatives teams are responsible for the investment management and client relationships across an array of private credit strategies in ... North America and Europe, including corporate direct lending , commercial real estate debt, private placements, opportunistic and distressed corporate credit,… more
- Wintrust (Glen Ellyn, IL)
- …operates various non-bank business units, providing residential mortgage origination, wealth management , commercial and life insurance premium financing, ... with client support and product teams as well as senior management . What You'll Do Responsible for...preferred but not required Minimum 5 years' credit and lending experience combined Prior B2B, small business banking, or… more
- JPMorgan Chase (Columbus, OH)
- …As a Lending Product Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to ... The JP Morgan Wealth Management Lending Product...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- Citigroup (Tampa, FL)
- …Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management ... (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for...senior leaders. + Significant knowledge and expertise of Lending Compliance laws, rules, regulations, risks, and appropriate controls… 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...Products. The role is a member of the Citi Wealth Lending Leadership team and a key… 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...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- JPMorgan Chase (New York, NY)
- …at all levels across JP Morgan Wealth Management , Asset and Wealth Management , Consumer Banking, Home Lending , and Business Banking. **Job ... As a Business Program Director on the Chase Wealth Management Chief Operations Executive Team,...that empower informed decision-making across teams + Engage with senior leaders and stakeholders to build trust, promote open… more
- JPMorgan Chase (Columbus, OH)
- …President in the Credit Risk Governance team, you will collaborate with global Wealth Management functions, including Risk, Lending Solutions, Operations, ... and Compliance. Your role will involve working with the Wealth Management Risk function to develop and... management objectives to large working groups, including senior management , will be a key part… more
- Eastern Bank (Saugus, MA)
- … services including banking services, residential and commercial lending , cash management , and wealth management . Oversees general administration of ... businesses, private partnerships, and non-profit organizations. **Skills/Knowledge** **Knowledge of banking, lending , and wealth management products.** +… more
- Bank of America (Dallas, TX)
- …Senior -Relationship-Manager EGP\_25030616) **Job Description:** Merrill Wealth Management is a leading ... Senior Relationship Manager - EGP Dallas, Texas **To...of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending … more
- Regions Bank (Clearwater, FL)
- …**Job Description:** At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a senior advisor, will build ... management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to...One (1) year of line delivery banking experience in lending , trust investment, wealth management ,… more
- Citizens (Palm Beach, FL)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's… more
