- Truist (Greensboro, NC)
- …a cohesive branding strategy to maximize client retention and increase new business . 3. Create all external marketing collateral. 4. Facilitate a direct calling ... Oversee the use of contact management tools to track all business and prospecting activities. QUALIFICATIONS Required Qualifications: The requirements listed below… more
- Citigroup (San Ramon, CA)
- …highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and ... via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service… more
- HUB International (Greensboro, NC)
- …capitalize on similar association marketing. + Identification of sales initiatives and business development opportunities throughout the region + Manage sales ... Build and foster a client-centric sales environment that is focused on new business development , retention, and relationship development . + Other duties… more
- Citigroup (Tampa, FL)
- Serves as a compliance risk officer for Independent Compliance Risk Management (ICRM)'s Wealth Independent Assessment Organization's Testing team responsible for ... preliminary discussions with corresponding control/process owners. + Assisting with development of Compliance Testing Risk Assessments, Monitoring Monthly, and… more
- Citigroup (Tampa, FL)
- …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
- Wells Fargo (New York, NY)
- …lines + Identify and recommend opportunities for process improvement and risk control development + Consult and engage business on developing corrective action ... Sales and Trading Compliance.** Learn more about the career areas and business divisions at wellsfargojobs.com . Equities Sales and Trading Compliance provides… more
- HUB International (Newport Beach, CA)
- …future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people ... forward-thinking. + You understand the insurance and risk management business and can create solutions to address the complex...10+ years of sales leadership experience within a large brokerage + Must live in Los Angeles or Orange… more
- Anywhere Real Estate (Kennewick, WA)
- …documents. Prepares appropriate write-ups for title insurance policies. Participates in business development activities to maintain existing customers and ... or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, co-workers… more
- Morgan Stanley (New York, NY)
- …with US Banks risk management policies and procedures. The AVP US Banks First Line Business Risk Officer will be responsible for the following: * Aid in ensuring ... firm that maintains significant market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan… more
- City National Bank (New York, NY)
- …including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is ... specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The… more
- Capital One (Mclean, VA)
- …and regulations, including but not limited to anti-money laundering, outside brokerage accounts, outside business activities, OSJ/branch inspections, firm ... Manager will report directly to the Commercial Broker Dealer Chief Compliance Officer . This role will support three institutional FINRA registered broker dealers and… more
- CIBC (New York, NY)
- …* Steering discussions on emerging and known risks, as well as organic and inorganic business development opportunities; * Acting as the lead liaison for all US ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Strategic Business Unit Description** In support of CIBC's core purpose: to… more
- Bank of America (Charlotte, NC)
- …(FLU/CF) leaders globally, coordinating with the FLU/CF Compliance and Operational Risk Officer teams, identifying themes and trends, conducting analysis for new and ... + Policies, Procedures, and Guidelines Management + Advisory + Business Process Analysis + Interpret Relevant Laws, Rules, and...but are not limited to:** + Assists in the development of independent risk management reporting as input into… more
- Citigroup (New York, NY)
- …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are… more
- Topgolf (Dallas, TX)
- …estate portfolio and making recommendations to the Director of Real Estate, Chief Development Officer , as well as other leadership and executive management team. ... external approvals, and maintaining close relationships with Topgolf's national brokerage network. Key Responsibilities + Present potential new regional locations… more
- Morgan Stanley (Denver, CO)
- …the venue in collaboration with the Financial Advisor / Private Wealth Advisor * Business Development & Operational Support:* * Designs and produces strategy ... Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that...a fast-paced, evolving environment * * *REPORTS TO:* * Business Service Officer Salary range for the… more
- HUB International (Pittsburgh, PA)
- …Group Captives_** **Job Description** **HUB International** is a leading global insurance brokerage that provides a broad array of property and casualty, life and ... for experienced professionals and training for motivated individuals seeking career development . If you are a career-driven, entrepreneurial self-starter, this is an… more
- Anywhere Real Estate (Irving, TX)
- … - support the training and development goals of the Company + Business Development Engagement- Develop and Maintain relationships to generate business ... Company + Legal & Underwriting Support- Assist Company Counsel and Chief Title officer with legal matters, claims, underwriting and title operations as needed +… more
- Morgan Stanley (San Francisco, CA)
- …venue in collaboration with the Financial Advisor / Private Wealth Advisor * Business Development & Operational Support:* * Develops customized presentation ... Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that...a fast-paced, evolving environment * * *REPORTS TO:* * Business Service Officer Expected base pay rates… more
- World Insurance Associates, LLC. (Des Moines, IA)
- …productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World's key Trading Partners. + ... the region. Position Overview Reporting to the Chief Placement Officer , our Division Placement Leaders demonstrate strong ability to...lead and coordinate placement activities on new and renewal business in support of business retention and… more