- Huntington National Bank (Columbus, OH)
- Description The Wealth Segment Risk Officer Senior plays a key role in the delivery of risk strategy and execution for Huntington's Broker/Dealer, ... advisor to Huntington Financial Advisors and Huntington Preferred Bank (Mass Affluent Segment ) providing expert guidance on risk mitigation, policy development,… more
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth ... Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing expert guidance on risk...minimize the impact of identified risks. + Assesses Strategic Risk for the Segment , including the quarterly… more
- Citigroup (Greenburgh, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (Chino Hills, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Truist (Mclean, VA)
- …Banking and Middle Market specialty businesses, and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. ... mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and… more
- Citigroup (O'Fallon, MO)
- …to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , Digital Wealth ... The Wealth Solutions Advisor SAFE Act position is a...compliance norms are strictly adhered to + Appropriately assess risk when business decisions are made, demonstrating consideration for… more
- Citigroup (Arlington Heights, IL)
- …to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire ... The Wealth Relationship Advisor SAFE Act is a seasoned...clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration… more
- Citigroup (San Francisco, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Citigroup (Chula Vista, CA)
- The **Community Mortgage Lending Officer ** is an **experienced position** responsible for driving mortgage sales and client relationships through engagement with ... about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow,… more
- HUB International (Chicago, IL)
- …broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management ... leading success in mergers and acquisitions. The **Chief Sales Officer ** **for US Employee Benefits** is a senior executive...ability to partner across HUB and work well with segment and other practice leaders **JOIN OUR TEAM** Do… more
- Citigroup (New York, NY)
- …a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is focused on enhancing the client management dimension across ... delivering timely and accurate client financials and providing insight into client segment performance. This role will help drive efforts to provide a framework… more