- City National Bank (Wilmington, DE)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- KeyBank (Brooklyn, OH)
- …is actively pursuing relevant professional and/or industry sponsored certifications in wealth management, trust, and/or fiduciary risk management and/or ... As part of Key's second line of defense Compliance Risk Management function, the Risk Evaluation and...this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's… more
- Zions Bancorporation (Salt Lake City, UT)
- …** Risk and Compliance Testing Officer ** **within the Market, Liquidity, Wealth Risk & Compliance Team.** **Description** A Market, Liquidity, and ... Wealth Risk & Compliance (MLW) Testing Officer works...and verbal). + Ability to present information to regulators, senior management, and/or risk committees in a… more
- US Bank (Seattle, WA)
- …work location for the other working days Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. ... May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks… more
- Citigroup (Boca Raton, FL)
- …to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire ... The Senior Wealth Advisor SAFE Act is...clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in location listed on job posting. **SUMMARY** The Senior Compliance Officer is responsible for advising on and overseeing ... compliance risk across client-impacting products, services, and processes. This role...management, and drives effective issue management and remediation. The Senior Compliance Officer partners closely with associates… more
- First National Bank of Omaha (Omaha, NE)
- …into our organization's success.** **Summary of the Job:** The Director of Wealth - Finance,is accountable for partnering with assigned business unit management on a ... management strategy, reporting and processes. Reporting directly to the Chief Financial Officer (CFO), this position leads efforts to support management by providing… more
- S&P Global (Centreville, VA)
- …Role:** **Grade Level (for internal use):** 15 **The** **Role:** Chief Compliance and Risk Officer - Mobility **The Team:** Join a best-in-class global Legal, ... newly established public company. **Responsibilities and Impact:** The Chief Compliance and Risk Officer are responsible for supporting global business with… more
- Raymond James Financial, Inc. (New York, NY)
- …of current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with the business ... Duties and Responsibilities** . Establishes and oversees the implementation of a risk management framework for the business unit, to include defining the business… more
- HUB International (Chicago, IL)
- …broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management ... and acquisitions. **About The Position** **:** The **Chief Compliance Officer , Risk and Insurance** will play a...policies. This will be a new and highly visible, senior leadership role within HUB, dual reporting directly into… more
- JPMorgan Chase (Columbus, OH)
- …As a Lead Credit Officer - Vice President within the Asset and Wealth Management Credit Risk team, you will play a significant role in managing ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center...material issues, risks, and trends in the portfolio to Senior Management. **Required qualifications, capabilities, and skills** + Bachelor's… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/ Senior -Trust- Officer \_25030335-2) **Job Description:** At Bank of America,… more
- Wells Fargo (Winston Salem, NC)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of... Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. Learn more about the career… more
- M&T Bank (Baltimore, MD)
- …trust administration management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and judgment, and adhere to policies and ... procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth … more
- City National Bank (New York, NY)
- * SENIOR MORTGAGE LOAN OFFICER - ENTERPRISE* WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent ... WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can result… more
- JPMorgan Chase (New York, NY)
- …the status quo and striving to be best-in-class. As a Regulatory Strategy Senior Officer - Associate within the Firmwide Regulatory Strategy team, you ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the… more
- First Horizon Bank (Dallas, TX)
- …site in Houston, TX and Dallas, TX **Job Description:** This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client ... and credit leadership. + Manage existing portfolio relationships within established risk parameters and servicing requirements. + Make recommendations of credit… more
- Citigroup (Irving, TX)
- …the USPB Chief Risk Officer (CRO), as well as consumer/retail risk reporting needs of Wealth CRO and Legacy Franchises/Banking & International CRO, ... driving Strong Risk Management - for USPB Risk , Wealth Risk and Legacy...are required in order to negotiate and interact with senior Risk leadership and partner effectively with… more
- Capital One (Mclean, VA)
- …first-line CISO has operational responsibilities and reports to the CIO. The second-line Chief Tech Risk Officer (CTRO) and the Tech & Data Risk Management ... Officer . The CTRO reports to the Chief Risk Officer , who reports directly to the...site reliability engineering, technology, data analyst, data scientist, and risk management professionals. They have a wealth … more
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