- JPMorgan Chase (Columbus, OH)
- … Specialist organization. As an Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists ... **Job Description** The JP Morgan Wealth Management Lending Product...You will have the potential to work closely with senior Lending Specialists, gain exposure to a… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation… 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...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… 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
- Truist (Charlotte, NC)
- …and internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or ... new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively...and experience. Minimum of seven (7) years in structured wealth lending or with large commercial credit… more
- JPMorgan Chase (Birmingham, AL)
- …Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending , Chase Wealth Management , and Merchant and Card ... relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior...of business clients. Partner across lines of business (Chase Wealth Management , Home Lending , Branch… more
- Regions Bank (Clearwater, FL)
- … Advisor role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point of contact, delivering ... of the system. **Job Description:** At Regions, the Associate Wealth Advisor, through the mentorship of a senior...(1) year of line delivery banking experience, preferably in lending , trust investment or wealth management… more
- JPMorgan Chase (Santa Clara, CA)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... advice with a focus on client experience and risk management . Business Banking is looking for a senior...more years of experience in a business banking relationship management role or related business lending experience;… more
- Citigroup (New York, NY)
- …regulated fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
- TD Bank (Mount Laurel, NJ)
- … Lending Advisors (WLA) who support the lending activities of Wealth Banking.** **Job Summary:** The Senior Compliance Business Oversight Manager provides ... challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and...+ Serves as a source of expert advice to senior management in field of specialty +… more
- Charles Schwab (Westlake, TX)
- …with internal partners on strategic planning and aid in the expansion of the Senior Lending Team (SLT), comprised of professionals from sales, operations, credit ... Reporting into the Director of Business Strategy, the **HNW Lending Strategy, Senior Manager** will be responsible...HNW client banking needs and industry knowledge of various wealth management offerings. + Project management… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide...clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our… more
- First Horizon Bank (Germantown, 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
- Citigroup (New York, 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 ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Downey, CA)
- …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 .... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- HSBC (New York, NY)
- …any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ... and the planet we all share. This is a senior role within the Direct Lending team...Lending team which was established by HSBC Asset Management ("AM"). This individual will be responsible for supporting/leading… more
- City National Bank (Montgomery, AL)
- …offered. What you will do * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending ... *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS...the cross-selling of other product and/or services (ie, cash management , foreign exchange, investment and trust, etc.). May interface… more
- Wells Fargo (Minneapolis, MN)
- …at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a ** Senior ** **Lead Wealth Underwriter** in the Banking, Lending , & Trust's (BL&T) center of ... excellence within Wealth & Investment Management (WIM). As part of its vision for a..., fund underwriting, fund credit risk + Background in wealth & commercial lending /underwriting is preferred. Familiarity… more
- Citigroup (New York, NY)
- …Work and Citigold.** + Responsible for consolidation of Total Lending products across Wealth business for senior management reviews. + Manage NII/NIR P&L ... provide a summary of financial trends and insight to senior management + Lead analysis of forecasts,... EDS FP&A teams for all activities related to lending products for Wealth business + Analyse… more
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