- JPMorgan Chase & Co. (San Francisco, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. Formulating new… more
- HonorVet Technologies (Philadelphia, PA)
- …level of public trust and engagement. *Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Finetune approaches as needed to ... and implementation of major project timelines where appropriate. *Follows effective relationship and project management processes in coordination with team members… more
- columbiabank (Henderson, NV)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... people. Together for business. Together for better. About the Role: A Trust Officer is responsible for providing some new business for the company through marketing… more
- Frost Bank (Arlington, TX)
- …legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities… more
- Charles Schwab Inc. (San Francisco, CA)
- …Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. What you ... are good at: The Business Development Officer , Schwab Wealth Advisory role will help promote, retain...licenses 10 years of experience in business development and relationship management with a proven record of success 10… more
- Marine Mammal Center (Sausalito, CA)
- We're Hiring! Chief Financial Officer Location of Position: Marin Headlands, Sausalito, California Position Classification & Expected Hours of Work, and Travel: ... Insurance *401k Retirement Plan *Employee Assistance Program Position Overview The Chief Financial Officer reports to the Chief Executive Officer , is a member of… more
- Union Savings Bank (New Milford, CT)
- …team members. Provide materials for client presentations and work closely with the Investment Officers assigned to the accounts. Assume a leadership role in the ... with the client's accountant, attorney and other advisors. Create a strong relationship team to ensure a comprehensive wealth management plan. Provide quality… more
- Fidelity Cooperative Bank (Leominster, MA)
- Summary: The Chief Commercial Banking Officer will be charged with continuing to build the Bank's well-diversified C&I, Commercial Real Estate, and Construction ... and Senior Management Team. Business Development/ Marketing: Manage the team of Relationship Managers to achieve budgeted loan and deposit growth goals, including… more
- Central Bancompany (St. Louis, MO)
- …SUMMARY: The individual in this position is responsible for direct relationship marketing and business development activities of our commercial product offering, ... suite of products. The targeted companies may, or may not, have an established relationship with the bank; with the emphasis being placed on those who do not.… more
- Jordan Park Trust Company (Portsmouth, NH)
- …chartered trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide ... navigate challenges to empower clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are seeking a driven Trust Officer … more
- Westamerica Bank (Turlock, CA)
- …Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower's support ... service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of… more
- Ares Management Corporation (Los Angeles, CA)
- …program. Under the leadership of the Chief Compliance and Regulatory Officer , the Compliance Department is comprised of functionally and business-aligned teams ... that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies and procedures as… more
- SDL Search Partners (Cambridge, MA)
- …the organization. The ideal candidate has a strong background in investment management, excellent analytical skills (Advanced Excel / modeling), strong communication ... ideally this individual will grow to be Chief Operating Officer / Chief Financial Officer . The team...BS, Finance, Business, Accounting, Economics 7-15 years experience in investment management / asset management / hedge fund /… more
- Citigroup, Inc. (Forest Hills, NY)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- Gartner, Inc. (New York, NY)
- …complex Global organizations. The roles we serve include Global CIO, Digital Officer , Technology Officer , Data & Analytics, Infrastructure & Operations, ... do: Manage client delivery based upon client-defined criteria for success in the investment to maximize client return on investment . Understand the client's… more
- KeyBank (Littleton, CO)
- …of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of ... services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations.… more
- State Street Corporation (Boston, MA)
- …agreement. Review and/or preparation of estimated tax workpapers. Maintain working relationship with all client contacts, including investment professionals, ... for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish… more
- Oxeon Partners (Nashville, TN)
- …to our nation's broken healthcare system through talent, entrepreneurship and investment . Comprised of three core businesses, the Oxeon holding company includes: ... initial kickoff to accepted offer (CEO, President, Chief Financial Officer , Chief Medical Officer , Chief Operating ...deepen relationships with one another. Equity interest. We are relationship - and long-term results-oriented in all we do. We… more
- Equifax, Inc. (Atlanta, GA)
- …Reporting directly to the Chief Corporate Development and Strategy Officer , this position identifies opportunities, complements and evaluates information provided ... Develop and maintain relationships with entrepreneurs, PE firms, venture capitalists, investment banks, financial institutions and consulting firms to create a… more
- YWCA Minneapolis (Minneapolis, MN)
- …the Executive Administrative Assistant provides executive support in a one-on-one working relationship . The Executive Assistant also serves as a liaison to the Board ... and special projects. Provide back-up assistance to the President and Chief Executive Officer when their Executive Assistant is out of the office. Manage competing… more
