- Citigroup (New York, NY)
- …role responsible for providing management with an analysis and insight of Wealth Lending 's financial results in coordination with the broader Finance team. ... Citi clients. The role reports into the Lead Finance Officer of Wealth Products, and works closely...**Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in lending … more
- Citigroup (Washington, DC)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... The Mortgage Lending Officer role is a developing...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Citigroup (Morgan Hill, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...able to work independently + Strong relationship development and management skills + Expertise of general lending … more
- Wells Fargo (St. Louis Park, MN)
- **About this role:** Wells Fargo is seeking a to support Trust businesses within Wealth and Investment Management (WIM) control organization. **In this role, you ... risk, market risk, IT systems security, and business process management + Provide vision, direction, and expertise to more...associated with business operations + Lead and mentor Control Management project or virtual teams + Engage with all… more
- Citizens (Boston, MA)
- …Bank's Consumer and Commercial lending teams (Mortgage, HELOC, Card, Partner Lending , Small Business, Wealth , and Commercial) to deliver a best-in-class ... Description As the Private Bank Sr Lending Partner " SLP" for our newly launched...Citizens, you will report to the PB Chief Operating Officer and will play a pivotal role in enhancing,… more
- Morgan Stanley (New York, NY)
- …support business decisions. Primary Responsibilities - Responsible for Credit Risk coverage for Wealth Management (WM) Ultra High and High Net Worth Securities ... exposures on a regular basis to the Chief Risk Officer and Firm Risk Management . CRM interacts...credit classification and risk rating. - Present transactions to Wealth Management Loan Approval Committee, as applicable.… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer ...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Morgan Stanley (New York, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides ... *Team Profile:* The Corporate Lending Finance team is part of the overall...Profile:* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...(including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients… more
- Morgan Stanley (New York, NY)
- …build and support a new venture along with our Global Wealth Management partners. By combining our lending financial services business with private banking ... leader with three core businesses - Institutional Securities, Asset Management , and Global Wealth Management ....and retirement, Morgan Stanley will develop and enhance their lending , trust and cash management capabilities. We… more
- TD Bank (Greenville, SC)
- …business strategies.. This role develops, consults, and delivers new and ongoing home lending training materials as well as updates to all support material. This ... manages special projects as needed. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Areas of responsibility and accountability within compliance Include: consumer, commercial, Wealth & asset management , testing & practices, financial Crimes ... Leads in the identification and assessment of risks (Fair Lending , Responsible Banking, CRA) and the execution of procedures...geographic area, product types, facility, and even employee or officer to identify risks and Develop and recommend scope… more
- CIBC (Chicago, IL)
- …+ Maintain strong partnerships with other business functions/units (ie, Private Wealth , Capital Market, Treasury Management and other cross-sell partners ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Job Overview:** The SBA Business Development Officer primary responsibilities will be that of developing new… more
- Citigroup (Queens, NY)
- …Loss Forecasting analyses, projects, and reporting initiatives to support Personal Banking, Wealth Management and Legacy Franchise. + Provide strategic analytics ... actively manages and oversees aggregate credit risk. Retail Portfolio Management organization within the USPB Risk sets standards for...guidance to the Retail Risk businesses. Retail Risk Senior Officer will focus on Cost of Credit Forecast for… more
- Citigroup (Irving, TX)
- …Committees, the Citigroup Chief Risk Officer , the Citigroup Chief Credit Officer , senior management and regulators over the effectiveness of credit, capital ... analysis and risk management processes for one or more products and lending areas. + Developed project management skills. + Proficient in Microsoft Office… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment ... our communities. Together, there's no stopping you.** SVP, SBA Business Development Officer **Job Description** **Summary:** The SBA Business Development Officer … more
- JPMorgan Chase (Hayward, CA)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
- Morgan Stanley (New York, NY)
- …account-level and portfolio-level risks for securities-based lending and margin offerings across Wealth Management - Establish credit limits for Wealth ... exposures on a regular basis to the Chief Risk Officer and senior management . CRM also interacts...are factored into business decisions. Position Description Morgan Stanley Wealth Management is seeking qualified candidates for… more
- Morgan Stanley (New York, NY)
- …"Banks", provides banking and lending products and services primarily to Wealth Management and Institutional clients of the Banks' affiliated broker/dealers. ... advisory, financial and wealth planning, credit and lending , deposits and cash management , annuities, insurance,...The role will report to the Bank's Field Surveillance Officer and will be based in either New York,… more
- Morgan Stanley (Purchase, NY)
- …activity recorded in the US Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending , which allows clients ... significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley,… more
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