- Unknown (New York, NY)
- …trading investment banking investment management prime brokerage research institutional consulting wealth management and private wealth management ... Vice President, Private Share Lending Underwriting & Portfolio Management About...group focused on managing and growing the Private Share Lending business, which provides liquidity solutions for… more
- Unknown (Boston, MA)
- Vice President of Sales, Wealth Management & FinTech About the Company Innovative provider of risk management & compliance software solutions for ... continuity management contract management audit management intranets board portal fair lending compliance...The Company is seeking a VP of Sales for Wealth Management and FinTech. This role is… more
- Unknown (Chicago, IL)
- Vice President, Regional Director of Wealth Management Sales About the Company Leading international alternative asset organization offering comprehensive ... investment solutions Industry Investment Management Type Public Company...initiatives alternative asset management financial services investment management and direct lending Business Classifications B2B… more
- Unknown (New York, NY)
- …trading investment banking investment management prime brokerage research institutional consulting wealth management and private wealth management ... Services Type Public Company Founded 1935 Employees 10,001+ Categories Asset Management Financial Services Lending Investment Banking Investment Management… more
- Unknown (Boston, MA)
- …trading investment banking investment management prime brokerage research institutional consulting wealth management and private wealth management ... Services Type Public Company Founded 1935 Employees 10,001+ Categories Asset Management Financial Services Lending Investment Banking Investment Management… more
- Citigroup (New York, NY)
- …into our client's broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our... Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions… more
- Bank of America (Los Angeles, CA)
- …Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management . Lending Solutions ... practice improvements** **Required Qualifications** : **12+ years of experience in wealth management , commercial lending , or credit advisory roles**… more
- JPMorgan Chase (San Francisco, CA)
- …10+ years of experience in financial services, with a focus on lending solutions within wealth management . + Proven experience managing, mentoring, and ... branches and 20 offices. As the Divisional Director of Lending within JP Morgan Wealth Management...management as a core component of comprehensive client wealth management solutions . + Lead… more
- JPMorgan Chase (Dallas, TX)
- … and ~5,000 advisors located across 3,500 branches and 20 offices. As a Lending Specialist within JPMorgan Wealth Management , you will offer comprehensive ... day, whether it's by providing seamless execution of new lending requests, designing innovative solutions , or helping...be at the forefront of shaping the future of lending within Wealth Management , driving… more
- Truist (Orlando, FL)
- …client entity structures, commercial lending products and/or complex, custom cash-flow based wealth lending solutions + Excellent proven oral and written ... credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving… more
- JPMorgan Chase (Newark, DE)
- …to develop into a lender role with credit authority + Experience supporting asset and wealth management clients + Familiarity with federal and local lending ... Join a dynamic team driving impactful credit solutions for clients. Make a difference by supporting... for clients. Make a difference by supporting asset-based lending and portfolio growth. Job Summary As a Securities… more
- TD Bank (New York, NY)
- …Primary focus will be on securities-based lines of credit product in addition to other wealth consumer lending solutions . This role serves as the primary ... of credit product and requires a foundation in the management of lending products, technology, and credit...related to the ongoing development and support of the wealth lending products, platforms and solutions… more
- Truist (Coral Gables, FL)
- …multiple priorities + Strong understanding of banking, lending , commercial and wealth management solutions + Excellent interpersonal and relationship ... client presentation and marketing materials + Support Integrated Relationship Management activities through good understanding of offerings, solutions … more
- Truist (Nashville, TN)
- …multiple priorities 7. Strong understanding of banking, lending , commercial and wealth management solutions 8. Excellent interpersonal and relationship ... client presentation and marketing materials. 4. Support Integrated Relationship Management activities through good understanding of offerings, solutions ,… more
- Wells Fargo (Beverly Hills, CA)
- …products and services include Deposits & Consumer Lending , Banking and Credit Solutions , Private Wealth Portfolio Management , and Trust Services. **About ... of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help… more
- Citigroup (San Francisco, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... solution. + Make recommendations to customers about which lending solutions would best meet the customers'...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- JPMorgan Chase (Los Angeles, CA)
- …and risk management philosophy of the firm + Ability to understand wealth management including, but not limited to: investing, trust and financial planning ... take your career to the next level. As a Lending Specialist in the US Private Bank, you will...advise clients on their capital structure and provide credit solutions tailored to clients' needs and circumstances. **Job Responsibilities**… more
- Citigroup (Morgan Hill, CA)
- …particular lending solution. + Make recommendations to customers about which lending solutions would best meet the customers' financial and personal ... customers about the consequences, risks, and benefits of alternative lending solutions . + Promote Citi's brand, and...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Broadview FCU (Albany, NY)
- …and services that meet member financial needs; including Broadview Insurance, payment protection, Wealth Management , and GAP coverages. + Is proficient in all ... you have come to the right place! Summary of Role: The Consumer Lending Specialist underwrites, and processes consumer loan applications submitted by members through… more
- JPMorgan Chase (New York, NY)
- …a deal for CRE reliant transactions. The CRE Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs ... individuals, their family offices, and their organizations. Job Responsibilities: + The Lending Solutions Commercial Real Estate Specialist will be responsible… more
