- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company...Act, Securities Act, and ERISA, and serve as the lead attorney and work with various colleagues to implement… more
- Citigroup (Atlanta, GA)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
- Wells Fargo (Minneapolis, MN)
- …and Careers at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a **Senior** ** Lead Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center ... of excellence within Wealth & Investment Management (WIM). As part...independently negotiate/structure legal documents with the use of external counsel . + Strong interpersonal communication skills and partnering skills… more
- Wells Fargo (Minneapolis, MN)
- …| Jobs and Careers at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a ** Lead Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center of ... excellence within Wealth & Investment Management (WIM). As part...on the timely completion of work and progress. + Lead complex initiatives within a large geographical region to… more
- JPMorgan Chase (San Francisco, CA)
- …+ Existing wealth clients When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth management ... client. The Client Specialist provides high level advice and counsel , offers attractive wealth management solutions, and...that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- First Horizon Bank (TX)
- …On site in Louisiana or Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams ... compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts in their markets. The Managing Director is a key leadership… more
- JPMorgan Chase (Columbus, OH)
- …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing ... the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing...decision-making. + Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate… more
- Citigroup (New York, NY)
- The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more
- Citigroup (San Francisco, CA)
- The IF Generalist Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is… more
- Citigroup (Orland Park, IL)
- …Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts ... Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client...ideas with the Bankers and the clients that will lead to the growth of the asset base. +… more
- Wells Fargo (New York, NY)
- …strategies and implement full cycle, multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines ... **Washington, DC** office. The Wells Fargo job profile is ** Lead Events Management Specialist** . **In this role, you...you will:** + Collaborate with CIB leadership and provide counsel on events and industry research conferences + Collaborate… more
- Scotiabank (New York, NY)
- …and covenants for purpose of reviewing transaction feasibility and distribution prospects. Lead dialogue with external counsel during drafting process. + ... viewed as a valuable team resource. + 2-4 years' work experience in Investment Banking, preferably with lead -left execution experience in a Financial Sponsors… more
- Scotiabank (New York, NY)
- …and covenants for purpose of reviewing transaction feasibility and distribution prospects. Lead dialogue with external counsel during drafting process. + ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Citigroup (New York, NY)
- …financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance ... The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible...as well as utilize in-depth specialty knowledge to provide advice/ counsel on the evaluation of financial reports of Citi's… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... The Apps Sup Tech Lead Analyst is a strategic professional who stays...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... past. **Overview of the Role:** The IT Project Tech Lead is a strategic professional who stays abreast of...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... join us. We'll enable growth and progress together. The ** Lead Cloud Architect, VP** is a strategic professional who...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... We'll enable growth and progress together. The Data Science Lead Analyst is a strategic professional who stays abreast...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more