- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work -flow for the area or function. Integrates subject matter...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- HSBC (Beverly Hills, CA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... contribute to the overall cost efficiency ratio As our Wealth Relationship Officer you will:...experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Charles Schwab (San Mateo, CA)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight ... bonus or incentive opportunities **Position allows for 100% remote work ** At Schwab, you're empowered to make an impact...teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help… more
- Bank of America (Wayzata, MN)
- Wealth Management Lending Officer Wayzata, Minnesota **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wayzata/ Wealth -Management-Lending- Officer \_25023610-2) **Job Description:** Merrill Wealth … more
- CIBC (Houston, TX)
- …family offices, endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Private Wealth Business Development Officer (BDO), you are responsible for… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and… more
- JPMorgan Chase (Rochester, NY)
- …their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust. Through collaboration, intellectual ... you can accomplish extraordinary things at JP Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... requirements and expectations. Individuals work both autonomously on assignments and in collaboration with...testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and… more
- JPMorgan Chase (New York, NY)
- …by beneficiaries, co-executors and co-trustees and their advisors. * Ability to work in a team-based environment. **Client Relationship Management** * Estate ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- Citigroup (Jacksonville, FL)
- The Operational Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...+ Monitors goals are met through performance, risk and relationship oversight of our extended supply chain + Collaborates… more
- US Bank (Waterloo, IA)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks… more
- HSBC (Buffalo, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.… more
- HSBC (Irvine, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and… more
- JPMorgan Chase (Howard Beach, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Access Dubuque (Dubuque, IA)
- … building, and business development?_** Join our growing Fidelity Bank & Trust Wealth Management team as a **Trust Officer , in our Waverly branch** ... Trust Officer **Fidelity Bank & Trust** 1 Positions ID:...met with care and precision. You'll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings… more
- The County of Los Angeles (Los Angeles, CA)
- DEPARTMENTAL CHIEF INFORMATION OFFICER II Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/5040934) Apply DEPARTMENTAL CHIEF INFORMATION ... OFFICER II Salary $163,996.80 - $255,048.48 Annually Location Los...Type of Recruitment We welcome applications from everyone. Why work for us? The Los Angeles County Probation Department… more
- Comerica (Detroit, MI)
- …needs with precision and compliance. Position Responsibilities: Loan Request Packaging Work closely with Business development officer to underwrite, analyze, ... Job Description SBA Operations Officer This position is responsible for assisting business...supports other SBA loan servicing officers by collaborating with relationship managers across various divisions (CLC B, Business Banking,… more
- Comerica (Detroit, MI)
- …Code searches as requested by the Manager of Commercial Underwriting or Relationship Manager/Portfolio Manager. Work with Portfolio Manager and loan closing ... Job Description Commercial Underwriting Officer IIIThe Vice President, Commercial Underwriting Officer III plays an integral role in the loan approval process by… more
- Comerica (Dallas, TX)
- …Code searches as requested by the Manager of Commercial Underwriting or Relationship Manager/Portfolio Manager. Work with Portfolio Manager and loan closing ... Job Description Commercial Underwriting Officer The Commercial Underwriting Officer plays an integral role in the loan approval process by providing credit… more