• Junior Wealth Relationship

    HUB International (Seneca, SC)
    …community** + **Strong community support and involvement through HUB Gives** **SUMMARY:** As a Junior Wealth Relationship Manager at HUB International, ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
    HUB International (11/12/24)
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  • Wealth Credit Portfolio Manager

    Truist (Tampa, FL)
    …exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio and ... problems and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
    Truist (09/14/24)
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  • Sr. Manager , Wealth Advisor- Schwab…

    Charles Schwab (Boston, MA)
    …us "challenge the status quo" and transform the finance industry together.** As a Senior Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
    Charles Schwab (11/20/24)
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  • Wealth Support Specialist II

    Truist (Miami, FL)
    …in a timely manner 3. Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of contact for the ... fast-paced environment with multiple priorities. Strong knowledge of banking systems. Trains junior Wealth Support Specialists I on systems, industry knowledge,… more
    Truist (09/18/24)
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  • Manager of Audit II- Wealth

    City National Bank (Los Angeles, CA)
    * MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Audit Senior Manager /Director and senior management in meetings, presentations, and/or written reports… more
    City National Bank (11/23/24)
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  • Head of Wealth Design & UX

    Citigroup (New York, NY)
    …elevated financial relationship with a higher level of service and wealth management. Citi Private Bank is dedicated to serving the world's wealthiest ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...manager of managers" providing guidance and opportunities for junior managers to grow and thrive + Provide close… more
    Citigroup (11/14/24)
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  • Sr Audit Manager - Wealth

    Truist (Charlotte, NC)
    …States of America) **Please review the following job description:** Truist Senior Audit Manager is responsible for providing a leadership role in the delivery of ... risk-based internal audit assurance and advisory services. The Senior Audit Manager further develops and maintains specialization and expertise in specific areas… more
    Truist (11/13/24)
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  • Relationship Manager - Credit & Risk…

    S&P Global (New York, NY)
    …Analytical Services), and Third-Party Risk (KY3P and Supplier Risk Indicators). As a Senior Relationship Manager , you will play a pivotal role in driving revenue ... of our customers. **The Team:** The C&RS Sales & Relationship Management Team is committed to supporting our clients...opportunities. + **Mentorship:** Play a vital role in mentoring junior members of the sales organization, sharing your expertise… more
    S&P Global (09/07/24)
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  • Advisory Financial Services Risk, Data…

    Deloitte (Jersey City, NJ)
    Deloitte Risk and Financial Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, ... strategic transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
    Deloitte (09/15/24)
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  • ORM & ERM Manager

    KPMG (Short Hills, NJ)
    **Business Title:** ORM & ERM Manager **Requisition Number:** 119370 - 61 **Function:** Advisory **Area of Interest:** **State:** NJ **City:** Short Hills ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
    KPMG (11/14/24)
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  • Impact Finance Manager - Credit Solutions…

    JPMorgan Chase (New York, NY)
    …origination and portfolio management of credit transactions and act as a relationship manager for counterparties. Counterparties and structures include debt to ... transaction sourcing, evaluation, and portfolio management, which includes serving as a relationship manager and primary point of contact with prospective… more
    JPMorgan Chase (11/21/24)
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  • Portfolio Manager III

    Bank of America (Miami, FL)
    …The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the ... Portfolio Manager III Miami, Florida **Job Description:** At Bank...products and services. + Supervising, mentoring and coaching more junior staff. **Required Qualifications:** + A minimum of 10-15… more
    Bank of America (09/21/24)
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  • Tax Manager - Public

    Robert Half Finance & Accounting (Houston, TX)
    Description Our client is a wealth management firm in Houston is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will ... next step in their career or an existing Tax Manager looking for a new challenge. Tax Manager...regulations and ensure compliance across all client accounts. Client Relationship Management: + Build and maintain strong relationships with… more
    Robert Half Finance & Accounting (11/02/24)
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  • Advisory Manager - SAP Treasury

    Deloitte (Princeton, NJ)
    …proposals, and the development of pioneering business strategies. + Mentorship: Mentor junior professionals, sharing your wealth of knowledge and experience. ... in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a...industry thought leader. + A keen understanding of the relationship between business, protection, technology, and industry issues, along… more
    Deloitte (09/06/24)
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  • Subscription Finance Portfolio Manager

    US Bank (Charlotte, NC)
    …("CRE")-focused investment funds. **Primary responsibilities will include:** + Partnering with Relationship Manager (s) to successfully manage and grow a ... types, including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, other institutional investors, and high-net-worth investors +… more
    US Bank (11/22/24)
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  • Payments Fraud Analytics and Data Science…

    Deloitte (Columbus, OH)
    …talent pipeline, including serving as a professional development coach and performance manager to junior staff Qualifications Candidates will have exceptional ... Manager - Payments Fraud Analytics and Data Science...banking, fintech, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service… more
    Deloitte (09/26/24)
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  • Manager , Financial Services Strategy

    KPMG (New York, NY)
    **Business Title:** Manager , Financial Services Strategy **Requisition Number:** 119619 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** New ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
    KPMG (11/28/24)
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  • Manager , Strategy/Private Equity

    KPMG (Denver, CO)
    **Business Title:** Manager , Strategy/Private Equity **Requisition Number:** 119410 - 18 **Function:** Advisory **Area of Interest:** **State:** CO **City:** Denver ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
    KPMG (11/15/24)
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  • Manager /Specialist Master, Operations…

    Deloitte (Columbus, OH)
    …openness to coaching from senior colleagues, and contributing to the development of junior staff. Your role As a Manager /Specialist Master you will bring ... Manager /Specialist Master, Operations & Technology Transformation, Insurance, Guidewire...& Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.… more
    Deloitte (10/03/24)
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  • Manager , NFR Data Science

    KPMG (Dallas, TX)
    **Business Title:** Manager , NFR Data Science **Requisition Number:** 118830 - 87 **Function:** Advisory **Area of Interest:** **State:** TX **City:** Dallas ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Manager , NFR Data Science in Non-Financial Risk for our… more
    KPMG (10/05/24)
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