- M&T Bank (Baltimore, MD)
- …plans. Manage the team responsible for risk and control functions in the business unit. Assist the Business Risk Officer in setting direction for ... **Overview:** Manage the first line of defense risk management responsibilities of the business ...7 years' relevant work experience **Education and Experience Preferred:** Investment bank risk experience, FINRA and SCC… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... join us and grow your career with us. Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the Fixed Income Modeling and Enablement group and is… more
- Citigroup (Washington, DC)
- …understood and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for ... The Investment Relationship Officer is a developing professional role....information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and… more
- T. Rowe Price (Baltimore, MD)
- …us. About this Position The Director of Counterparty Risk role leads the Counterparty Risk team within Investment Risk at T. Rowe Price. The ... Investment Risk team, which is part...London + Prioritize the team's workload, balancing team objectives versus business partner needs + Flex the team, as… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... individual corporate-imposed ownership levels (eg, shareholder rights plans) and internal risk management policies and practices. The team is broken down into… more
- CIBC (Washington, DC)
- …bankers & advisors through sales leadership skills in addition to sourcing new business opportunities to the organization. You will partner with internal CIBC ... by directly participating in new client acquisition and retention, identifying new business development opportunities with/for the local teams whether direct to the… more
- City National Bank (Washington, DC)
- …with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to ... a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good...development of PB and City National Bank. * May partner with another CA and manage a risk… more
- JPMorgan Chase (Washington, DC)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers… more
- Bank of America (Washington, DC)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- M&T Bank (Rockville, MD)
- …and structure transactions to ensure that the projects are in line with the risk appetite of the Bank. + Cross-sell all aspects of financial solutions and bank ... counsel, etc. with a focus on client experience. + Partner effectively with Credit Officers, UW Teams, PMs in...Officers, UW Teams, PMs in connection with credit decisioning, risk mitigation, and closing. + Maintain relationships with high… more
- City National Bank (Washington, DC)
- …activities with existing clients to grow current book eg, deposits, investments, credit. * Business & Risk Management - maintain awareness of updates to policies ... *RELATIONSHIP MANAGER SENIOR* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing… more
- M&T Bank (Baltimore, MD)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the ... and responsible for overall trust administration management. + Assess and manage risk , exercise fiduciary discretion and judgment, and adhere to policies and… more
- Wells Fargo (Hunt Valley, MD)
- …proper staff and coverage and develop and implement training plans within CRG to meet business objectives + Meet regularly with risk and business partners as ... a primary business contact on key initiatives with Wealth, Compliance, Risk , regional management, and other home office departments + Manage allocation of people… more
- T. Rowe Price (Owings Mills, MD)
- …and enhancement of a strong organizational risk culture and applies risk management techniques to assigned business line. Reports technology risks caused ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...and recommends treatments for any gaps found within a business line. + Performs standard risk assessments,… more
- Citigroup (Washington, DC)
- …ensure all clients have a positive in-branch experience . Appropriately assess risk when business decisions are made, demonstrating particular consideration for ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals,...basics of how to determine a client's appetite for risk and how that aligns with different advice solutions… more
- Citigroup (Washington, DC)
- …current and appropriately aligned with client objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all ... and suitability + Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client… more
- Aegon Asset Management (Washington, DC)
- …or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. W ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Robert Half (Washington, DC)
- …transforming our clients' capabilities in data processing and security. + Technology Risk and Resilience: Works with business and technology stakeholders to ... by promoting a cohesive culture that enables the building of consistent and resilient business practices within a mature risk management program. The team is… more
- Deloitte (Baltimore, MD)
- …delivery teams and staff in local offices. + Demonstrate advanced understanding of business processes, internal control risk management, IT controls and related ... new information security challenges arising each day. Our team of Cyber risk professionals bring industry experience, confidence, and technical knowledge to help our… more