- JPMorgan Chase (San Francisco, CA)
- …As an Analyst, Lending Specialist within Wealth Management Lending Solutions, you will partner closely with senior Lending specialists to ... The Wealth Management Lending Product...The Wealth Management Lending Product Analyst (LPA) serves...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- Citigroup (Tampa, FL)
- …Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management ... (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for...senior leaders. + Significant knowledge and expertise of Lending Compliance laws, rules, regulations, risks, and appropriate controls… more
- JPMorgan Chase (Los Angeles, CA)
- …Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending , Chase Wealth Management , and Merchant and Card ... relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior...of business clients. Partner across lines of business (Chase Wealth Management , Home Lending , Branch… more
- Regions Bank (Orlando, FL)
- … Advisor role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point of contact, delivering ... of the system. **Job Description:** At Regions, the Associate Wealth Advisor, through the mentorship of a senior...(1) year of line delivery banking experience, preferably in lending , trust investment or wealth management… more
- Truist (Charlotte, NC)
- …dynamic audit plan spanning the Wealth business, including advisory, brokerage/investment management , lending , fiduciary and trust. Senior Directors may ... within financial services wealth businesses; including advisory, brokerage/investment management , lending , fiduciary and trust. **General Description of… more
- Citigroup (New York, NY)
- Serves as a key member of the Fair Lending Analytics and Monitoring ICRM team, which has responsibility for all data management , metrics and statistical analysis ... for the enterprise-wide fair lending compliance across Citi's US... compliance across Citi's US businesses. The Data Science Senior Lead Analyst will be required to conduct statistical… more
- CIBC (Chicago, IL)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management , personal and small business financial solutions, as well ... coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United...Teams / Groups; In some instances, may directly manage Sr . Commercial Credit Risk Managers on larger teams or… more
- Bank of America (Dallas, TX)
- GWIM Custom Lending Senior Credit Underwriter Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth, ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...sheets and income streams * 3-5+ years of commercial/private wealth management credit experience * Strong negotiation… more
- Citigroup (Irving, TX)
- …Risk Policy Senior Officer** provides independent risk policy and portfolio management oversight for RRE lending , including reports and portfolio analysis ... Wealth Management focused on delivering the... Wealth Management focused on delivering the full capabilities of...both the United States and international markets. The current Wealth Residential Real Estate lending portfolio amounts… more
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... and North America. It delivers the full range of wealth products across investments, banking, lending , insurance,...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Citigroup (New York, NY)
- …+ The Global Head of Wealth Credit Management will be a member of the Wealth Lending Leadership Team for Wealth . + The incumbent of this role will be ... and services covering capital markets, managed investments, portfolio management , lending , and banking. Job Background/Context: The Wealth Lending … more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide...clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our… more
- Citigroup (Paramus, NJ)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Pleasant Hill, CA)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to .... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- JPMorgan Chase (New York, NY)
- …and risk management philosophy of the firm + Ability to understand wealth management including, but not limited to: investing, trust and financial planning ... you with the opportunity to take your career to the next level. As a Lending Specialist in the International Private Bank, you will work with our team to advise… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... experience + Professional ability and presence to interact with senior management and regulators + Ability to...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- Citigroup (Irving, TX)
- …of new products to the end-to-end customer experience. + **Strong knowledge of wealth management , broker dealer, investment adviser functions preferred** . + ... The Senior Auditor is an intermediate level role responsible...products and services include investment products and services, Banking/Deposit, Lending and Trust products. The IA Wealth … more
- Citigroup (New York, NY)
- …Work and Citigold.** + Responsible for consolidation of Total Lending products across Wealth business for senior management reviews. + Manage NII/NIR P&L ... provide a summary of financial trends and insight to senior management + Lead analysis of forecasts,... EDS FP&A teams for all activities related to lending products for Wealth business + Analyse… more
- Citigroup (Tampa, FL)
- …CPC. With over $90 billion in global exposure, RRE is a critical product offering within Wealth Lending . Wealth RRE Risk is a Second Line of Defense (2LOD) ... oversight for lending portfolios and broader risk-taking activities within the Wealth lending business, ensuring these activities remain within defined risk… more
- City National Bank (Los Angeles, CA)
- …to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and ... *MANAGER OF AUDIT SR - ENTERPRISE RISK MANAGEMENT * WHAT IS...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all… more
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