- US Bank (St. Louis, MO)
- …you excel at-all from Day One. Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment ... management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs,… more
- Citigroup, Inc. (Paramus, NJ)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...but not limited to Small Business Partners, Home Lending Officer , etc.) Acquire new clients through converting referral leads… more
- VetJobs (Saddle Brook, NJ)
- …and internal partners, ensuring a seamless client experience while adhering to risk management protocols. Military Pathways Direct Hire Program, Business ... of their businesses. Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best… more
- Goldman Sachs, Inc. (Dallas, TX)
- …Investment Banking Division, Consumer and Wealth Management Division, Asset Management Division and the broader Risk organization to provide independent ... the firm. Risk professionals execute critical day-to-day risk management activities, lead projects and contribute...liquidity risk Direct engagement with the Chief Risk Officer and global regulators regarding material… more
- Alerus (Hopkins, MN)
- WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven ... :: One Alerus ABOUT THE ROLE: The Senior Credit Officer reports directly to the Chief Credit Officer...role in the loan approval process and overall portfolio management for their assigned vertical. Will be the primary… more
- Citigroup, Inc. (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... SVP Cash Management Sales Officer - Global Solution...regulatory requirements including Citi's policies and guidelines. Appropriately assess risk when business decisions are made, demonstrating close consideration… more
- Citigroup, Inc. (Plainview, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... The Mortgage Lending Officer role is a developing professional role. This...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. Keep… more
- State Street Corporation (Clifton, NJ)
- …scenario generation methodology including modeling choices in line with firm's model risk management guidelines and regulatory requirements Work with model ... design and generation Prepare and present reports to model risk management , senior management , and...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- Morgan Stanley (Dallas, TX)
- …is adequately managed. The Department reports on new product activity to business risk management organizations, firm infrastructure groups and firm senior ... are not limited to: Provide global governance coverage for Wealth Management and Investment Management ...analysis and data analysis for various stakeholders, including business risk management , firm infrastructure groups and regulators… more
- Citigroup, Inc. (Garden City, NY)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. Keep abreast of trends and ... The Community Mortgage Lending Officer is an entry level position responsible for...customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets,… more
- Evinex Corporation (Cape Coral, FL)
- …a broad range of services including personal and business banking, lending, and wealth management , with a growing national presence supported by cutting-edge ... Job Title Vice President, Business Banking Officer Job Type Full-time Direct Hire Applicants must...to structure deals up to $20MM. Portfolio Oversight and Risk Management Oversee an assigned portfolio of… more
- First Citizens Bank (Raleigh, NC)
- …focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the ... team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts. Relationship Management - Drives ongoing… more
- Franklin Templeton (Baltimore, MD)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... to align IT with business needs, Business Analysis to optimize processes, IT Risk Management to address technology-related risks, and Technology Project … more
- Morgan Stanley (Jacksonville, FL)
- …exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ... clients with details around their account information (eg, investment objectives, risk tolerance) *Accept or enter unsolicited orders and/or enter solicited orders… more
- Oxford Financial Group, Ltd. (Carmel, IN)
- …for clients to consider Understands client goals/objectives, time frames and risk tolerances Assists in implementation of techniques with clients and advisors ... effectively integrates them into solutions Responsible for highly organized practice management activities Prepares meeting agendas and reviews meeting files prior… more
- Morgan Stanley (Torrance, CA)
- …exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ... clients with details around their account information (eg, investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders… more
- Citigroup, Inc. (Irving, TX)
- …the Citigroup Chief Risk Officer , the Citigroup Chief Credit Officer , senior management and regulators over the effectiveness of credit, capital and ... Master's degree preferred Senior Credit Officer designation preferred. Job Family Group: Risk Management Job Family: Credit Review Risk Management … more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the risk management process, analyze credit risk , and monitor… more
- JPMorgan Chase (New York, NY)
- …and striving to be best-in-class. As a Compliance Risk Management Senior Officer within the JPM Wealth Management team and the Compliance Conduct and ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at...with regulatory best practices. Additionally, you will support JPM Wealth Management trading desks inclusive of executing… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you ... JP Morgan Asset & Wealth Management , with client assets of...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more
