- JPMorgan Chase (Columbus, OH)
- The Wealth Management (WM) Credit Risk team is seeking a Lead Credit Officer - Vice President to manage credit exposure for WM clients, with a primary focus ... and families in 36 countries around the world. **Job summary** As a Credit Risk Lead in Wealth Management Credit Risk team, you'll be helping the firm… more
- JPMorgan Chase (Columbus, OH)
- …with over 200 years of experience. As part of the JP Morgan's Asset & Wealth Management Risk organization, we pride ourselves in helping individuals and ... to projects that engage your skills. As a Summer Analyst in the Asset and Wealth Management (AWM) Risk team, you will work in dynamic team and make… more
- Fifth Third Bank, NA (Columbus, OH)
- …credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and execution of ... standards and metrics are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities providing for the… more
- JPMorgan Chase (Columbus, OH)
- The Chase Wealth Management Lending Product Specialist (LPS) Vice President serves as a regionally aligned point of contact for all securities-based lending ... from Private Client Advisors and Assistants. As part of Wealth Management Lending Solutions, this role is...to resolve production, quality, and escalated client service or risk -related issues. **Job responsibilities** + Serves as the point… more
- JPMorgan Chase (Westerville, OH)
- The Wealth Management - Program Coordinator II will have the following as a Scope of Role and Complexity. As part of a team, individual will participate in the ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office) + Analyze and prioritize… more
- JPMorgan Chase (Columbus, OH)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not… more
- JPMorgan Chase (Columbus, OH)
- …regulatory changes and requirements around client Suitability and Documentation. As a Wealth Management , USPB Client Onboarding Associate within our team, you ... where appropriate + Strong analytical, prioritization and organizational skills with strong risk and controls awareness + Capacity to think laterally and convey an… more
- JPMorgan Chase (Columbus, OH)
- …changes and client suitability requirements is a key part of this role. As a Wealth Management , USPB Client Onboarding Team Lead, Vice President within the US ... policies and procedures **Required qualifications, capabilities and skills** + Team management experience with 5+ years of experience within a financial services,… more
- JPMorgan Chase (Columbus, OH)
- …FHWC Pillar, you will be responsible for leading the team's program management responsibilities, managing Finances and, organizing and preparing key reporting and ... updates. The ideal candidate must have program and project management skills, strong governance, data and analytical skills, a...and regions at all levels in the organization. + ** Risk and Controls:** Ability to manage the teams' controls… more
- JPMorgan Chase (Columbus, OH)
- …diverse and talented team dedicated to oversight of the control framework for Asset Wealth Risk Management . You'll foster relationships with our global ... Masters/MBA a plus + Experience in Asset and Wealth Management and or Private Bank Risk preferred. JPMorgan Chase & Co., one of the oldest financial… more
- Huntington National Bank (Columbus, OH)
- …and meet their requirements and expectations of vendor performance. + Experience with vendor risk management in Consumer Finance, Wealth , or Business Banking ... for a specific product or service in accordance with TPRM (Third Party Risk Management ) policy and procedures. + Highly organized, able to multi-task and work in… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Asset & Wealth Management is a global leader in investment and wealth management . Clients include institutions, high-net-worth individuals, and ... **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations, you will be supporting...the client experience, working closely with lending advisory, operations, risk , and finance. The Securities Based Lending (SBL) team… more
- JPMorgan Chase (Columbus, OH)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Huntington National Bank (Columbus, OH)
- …of commercial credit experience + Must have knowledge and experience working with wealth management clients and a sound understanding of banking, investment ... core business growth objectives and our low to moderate risk appetite. + Partner with derivatives team to provide...goals. + Experience and proven success working within a wealth management team. Sound understanding of client… more
- Morgan Stanley (Columbus, OH)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Expense Associate* **Location:** *Ohio-Columbus*… more
- Huntington National Bank (Columbus, OH)
- …understanding the banks product suite across: credit and finance, capital markets, risk management (IRD, Rates and Commodities), liquidity, treasury ... management and wealth management . + Manage the creditworthiness of...risks. Work with internal colleagues to identify and action risk real-time. Confidence to work across the organization and… more
- JPMorgan Chase (Columbus, OH)
- …and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to ... + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Morgan Stanley (Columbus, OH)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** ... multiple branch locations at the direction of the Complex Management team. As a BA, you must act as...programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) *… more
- Zurich NA (Columbus, OH)
- …however, there may be minimal travel to industry events/conferences. Working with an award-winning Risk Management team as part of a Global insurer will allow ... to provide the best advice and access to a wealth of lifestyle support. We're also committed to continuous...company's products and services by predicting and addressing clients' risk management objectives. + Collaborate within a… more
- Fifth Third Bank, NA (Columbus, OH)
- …level of risk . + Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client ... objectives of large and complex client accounts. Primary functions include investment management , client service and support of new business efforts. Responsible and… more