• Community Lending Officer - New…

    Citigroup (Newark, NJ)
    The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...able to work independently + Strong relationship development and management skills + Expertise of general lending more
    Citigroup (02/03/24)
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  • Wealth Credit Management - Portfolio…

    Citigroup (New York, NY)
    …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... identification, exposure monitoring and associated administration associated with Citi Global Wealth lending activities. Within WCM, the Portfolio Strategy and… more
    Citigroup (01/13/24)
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  • Director, Business Development Officer

    Charles Schwab (New York, NY)
    …estate planning, restricted stock, complex accounts, managed accounts, trusts, philanthropy, risk management , lending and asset safety. + Focus on staying ... and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for...seeking a highly experienced Director of SPWS **Business Development Officer ** to build, lead and implement a defined strategy… more
    Charles Schwab (02/18/24)
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  • Market Risk Senior Manager - Wealth

    Wells Fargo (New York, NY)
    …role:** Wells Fargo is seeking a Market Risk Senior Manager The Head of WIM ( Wealth and Investment Management ) Credit Loss Forecasting will report to the Head of ... with WIM CRO, LOB Heads , WIM Credit Risk Officer and other leaders. Additionally, the team is also...is also responsible for haircut determination for the securities lending portfolio as well as ad hoc portfolio stress… more
    Wells Fargo (03/14/24)
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  • Compliance Officer Asset Management

    Credit Suisse (New York, NY)
    …truly global wealth manager. We operate through four business divisions: Global Wealth Management , Personal & Corporate Banking, Asset Management , and ... field of responsibility We're looking for an outstanding Compliance Officer to support UBS Asset Management 's Credit...rated and equity tranches of CLOs and Private Credit lending transactions. CIG deploys it strategies via various vehicles… more
    Credit Suisse (02/28/24)
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  • Business Relationship Manager I- Officer

    JPMorgan Chase (New York, NY)
    …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
    JPMorgan Chase (03/23/24)
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  • Private Client Relationship Manager (Edison, NJ)

    Citizens (Edison, NJ)
    …is the bank that stands and grows with its clients. Within Citizens Wealth Management , Citizens Private Client provides personalized, world class financial ... with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term...financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business… more
    Citizens (01/21/24)
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  • SVP FP & A Group Manager

    Citigroup (New York, NY)
    …affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Wealth is a unified wealth platform...and Citigold Private Client (CG + CPC) Lead Finance Officer to support the financial performance aspects of the… more
    Citigroup (03/21/24)
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