• Brokerage Business

    Truist (Greenville, SC)
    …a cohesive branding strategy to maximize client retention and increase new business . 3. Create all external marketing collateral. 4. Facilitate a direct calling ... Oversee the use of contact management tools to track all business and prospecting activities. QUALIFICATIONS Required Qualifications: The requirements listed below… more
    Truist (10/17/24)
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  • Wealth Relationship Officer

    HSBC (Arcadia, CA)
    …as an ability to enter trade orders on accounts. The licensed Wealth Relationship Officer has a strong understanding of the brokerage and banking industry, ... for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the...operations, banking products and HSI's (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction… more
    HSBC (11/29/24)
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  • Insurance Officer - Captive Management…

    AON (Burlington, VT)
    Insurance Officer - Captive & Insurance Management (Vermont, USA) Aon's Captive & Insurance Management team is an integral part of Aon's global operations. Our 500+ ... from our Burlington, VT office Aon is in the business of better decisions At Aon, we shape decisions...information How this opportunity is different As an Insurance Officer , you will work with Risk Managers from a… more
    AON (10/02/24)
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  • Business Risk Officer , VP

    Citigroup (Irving, TX)
    …in your work, come join us. We'll enable growth and progress together. The ** Business Risk Officer , VP** is a professional responsible for driving efforts within ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more
    Citigroup (11/10/24)
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  • Wealth Relationship Officer

    HSBC (Fremont, CA)
    …on accounts. The licensed WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI's (HSBC Securities ... Inc. USA) brokerage products. Work is often performed under the direction...provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales support… more
    HSBC (11/21/24)
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  • Operational Risk Officer I - US Retail Bank…

    Citigroup (Irving, TX)
    …leading global bank with approximately 200 million customer accounts who does business in over 100 countries and jurisdictions worldwide. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are… more
    Citigroup (10/29/24)
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  • Escrow Officer (Independence Title…

    Anywhere Real Estate (Houston, TX)
    …of Anywhere Integrated Services is seeking a _seasoned_ **_Escrow Officer ._** Anywhere Integrated Services is a full-service title, settlement, underwriting ... of residential and commercial real estate transactions. **The Escrow Officer is responsible for:** + Communicating and working closely...clearance to close. + Working to diligently to build business , adding to the business they bring,… more
    Anywhere Real Estate (11/16/24)
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  • Sr. Information Security Officer (Wealth…

    Citigroup (New York, NY)
    …and activities in alignment with Citi's data security policy. Information Security Officer (ISO) are subject matter experts for business , functions and ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more
    Citigroup (11/29/24)
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  • Mortgage Lending Officer SAFE Act - B11

    Citigroup (Ridgewood, NJ)
    …highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and ... via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service… more
    Citigroup (11/19/24)
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  • Associate Branch Manager/Escrow Officer

    Anywhere Real Estate (Houston, TX)
    …Anywhere Integrated Services, is seeking an **Associate Branch Manager/Escrow Officer .** Anywhere Integrated Services is a full-service title, settlement, ... when they want to speak to a manager **Escrow Officer Duties:** + Working closely with clients to accomplish...you'll enjoy: + Career growth opportunities + Training and Development + Medical/Dental/Vision + Paid Holidays and Vacation +… more
    Anywhere Real Estate (11/16/24)
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  • Information Security Officer

    Citigroup (Irving, TX)
    …firm and is deeply integrated into the sectors and functions. **Information Security Officer (ISO)** are subject matter experts for business , functions and ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more
    Citigroup (11/12/24)
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  • Information Security Officer (ISO)

    Citigroup (New Castle, DE)
    …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
    Citigroup (11/01/24)
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  • Information Security Officer (ISO), VP…

    Citigroup (Tampa, FL)
    …us. We'll enable growth and progress together. **The Role:** The **Information Security Officer (ISO)** are subject matter experts for business , functions and ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more
    Citigroup (11/16/24)
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  • Financial Reporting Intermediate Analyst,…

    Citigroup (Tampa, FL)
    **Finance Reporting Intermediate Analyst, Officer ** The Finance Reporting Intermediate Analyst is an intermediate level position responsible for the generation, ... objective of this role is to accurately prepare and report business /financial transactions, reports and statements in accordance with local regulatory guidelines.… more
    Citigroup (10/10/24)
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  • Sr Title Officer

    Anywhere Real Estate (Glendale, CA)
    …+ Prepares appropriate write-ups for title insurance policies. + Participates in business development activities to maintain existing customers and acquire new ... or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, co-workers,… more
    Anywhere Real Estate (11/05/24)
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  • Information Security Officer (ISO), AVP…

    Citigroup (New York, NY)
    …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
    Citigroup (11/07/24)
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  • Private Wealth Management Business

    Morgan Stanley (Palm Beach, FL)
    *POSITION SUMMARY:* The Business Development Director is a senior level position on a Financial Advisor / Private Wealth Advisor team who is responsible for ... discuss current offerings, implement new services, and resolve any open issues. The Business Development Director may also be responsible for some very specific… more
    Morgan Stanley (11/09/24)
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  • Private Banker

    City National Bank (Washington, DC)
    …including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is ... specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The… more
    City National Bank (11/13/24)
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  • Client Manager

    City National Bank (San Francisco, CA)
    …families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ... What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are… more
    City National Bank (11/05/24)
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  • Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (Newark, DE)
    …income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and ... and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records,… more
    JPMorgan Chase (09/26/24)
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