• Market Supervision Manager

    Bank of America (Northbrook, IL)
    …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products… more
    Bank of America (03/15/24)
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  • Financial Operations Analyst

    HUB International (Downers Grove, IL)
    …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... commission audits, updates, corrections, and reports, and respond to inquiries from sales staff around commissions and expenses. + Be a business process expert… more
    HUB International (02/29/24)
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  • Bilingual Member Service Associate

    University of Iowa Community Credit Union (Addison, IL)
    …GreenState product and service, or referring them to the specialized department ( Wealth Management , Commercial, Mortgage, etc.) to be served. + Provides ... procedures concerning deposit and consumer loan regulations. + Performs successful outbound sales calling to existing and potential members and reviews loans and… more
    University of Iowa Community Credit Union (03/23/24)
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  • Attorney - ERISA/Employee Benefits

    Bank of America (Chicago, IL)
    …and guidance related to the company's record-keeping, trust, custody, brokerage and wealth management services provided to retirement plans and retirement ... regulatory law changes affecting retirement plan governance, administration, and management + Provide day-to-day support to business personnel regarding operational… more
    Bank of America (02/09/24)
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  • Estate Settlement Officer III

    Bank of America (Chicago, IL)
    …for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other ... business lines. * Participates in sales calls as needed, offering Estate Settlement expertise. *...to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction *… more
    Bank of America (03/15/24)
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