- Citigroup (Chicago, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Chicago, IL)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Job Description Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- US Bank (Chicago, IL)
- …from Day One. **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination ... activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit… more
- Fifth Third Bank, NA (Chicago, IL)
- …by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth ... that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member...needs to identify opportunities to expand and deepen household relationship . + Demonstrates proficiency in the utilization of consultative… more
- Huntington National Bank (Chicago, IL)
- …The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, ... + Bachelor's Degree + At least 10 years of wealth management/financial advisory/sales/ relationship management experience in banking,...considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in… more
- Fifth Third Bank, NA (Chicago, IL)
- …screens. + Occasional local and overnight travel as required. #LI-JS1 Preferred Relationship Manager LOCATION -- Chicago, Illinois 60606 Fifth Third Bank, ... customers to retain and grow current and next generation wealth . Responsible and accountable for risk by openly exchanging...will require some local travelling. + This position requires SAFE Act registration at the time of employment through… more
- Veralto (Chicago, IL)
- **Sales Account Manager Phoenix NA** **Are you ** Interested in working for an international and diverse company? Looking to use your troubleshooting skill? ... the environment. We recognize that people come with a wealth of experience and talent. Diversity of experience and...backgrounds to apply to our positions. The Sales Account Manager will identify prospects, cultivate relationships, and close new… more
- Bank of America (Chicago, IL)
- Market Supervision Manager - Chicago Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory… more
- US Bank (Chicago, IL)
- …at-all from Day One. **Job Description** This Corporate Audit Services (CAS) Audit Manager role is a management position that is responsible for helping lead the ... Asset Management products. This role supports the Senior Audit Manager the Asset Management team and the Audit Director...the Asset Management team and the Audit Director of Wealth Management and Investment Services in providing the Audit… more
- Bank of America (Chicago, IL)
- Institutional Portfolio Manager III Atlanta, Georgia;Chicago, Illinois; Frisco, Texas; Houston, Texas; San Francisco, California **Job Description:** At Bank of ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- Bank of America (Chicago, IL)
- Specialty Asset Manager II - Closely Held Assets Dallas, Texas;Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help ... oil & gas, private businesses. Partners closely with Private Bank relationship /client managers in proactive client service and sales activities to generate… more