- 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
- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **Job Description:** At Bank of ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...and income streams * 3-5+years of commercial and/or private wealth management credit experience * Strongnegotiation and… more
- Bank of America (Dallas, TX)
- Credit Manager/ Sr Credit Manager Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, ... Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving...balance sheets and income streams *10+ years of private wealth management credit experience *Strong negotiation and… more
- Citizens (San Francisco, CA)
- …We're Looking For: + 5+ years of experience in private banking, wealth /investment management , residential lending , or financial services ... for a job-we're recruiting a force multiplier. As a Lending Strategy & Execution Partner within our Private Bank,...complex processes into clear, concise, and actionable insights for senior stakeholders. + A fierce bias for action. You… 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
- Wells Fargo (Irving, TX)
- …military experience, education **Desired Qualifications:** + Experience in Wealth Management or Private Banking Custom Lending + Understanding of the ... The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co-Investment Lending Programs. These are loans via a "program"… 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
- Truist (Columbia, SC)
- …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
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and ... relationship management on behalf of TD Bank with regards to...TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is… 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
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Lead Securities Based Lending Wealth Underwriter in Wealth and Investment Management . Learn more ... activities and guidance to others + Provide vision, direction, and expertise to senior leadership within the Wealth Underwriting functional area on implementing… more
- UMB Bank (Scottsdale, AZ)
- …UMB Private Wealth Management , your story is our focus. As the ** Sr . Wealth Advisor** , you will lead a highly integrated team-based approach working to ... The **Private Wealth Management team** serves to manage,...priorities are at the center of every action. The Sr . Wealth Advisor works closely with the… more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... organized, thorough and energetic + Excellent communicator, presenting to senior management level stakeholders + Manager of...be dedicated to supporting Production Support overage for the Wealth Domain: Deposit Payments and Lending Service… more
- Citigroup (New York, NY)
- …Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work, and ... Business Treasury team works with the deposit and lending businesses globally within USPB & Wealth ....Comfortable explaining findings, project plans and project status to senior management + Proven leadership skills and… more
- Citigroup (Beverly Hills, CA)
- …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
- 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
- Citigroup (Pleasant Hill, 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
- Citigroup (Paramus, NJ)
- …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
- 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
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