- Citigroup (San Ramon, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... The Mortgage Lending Officer role is a developing...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Citigroup (Los Angeles, CA)
- The **Community Mortgage Lending Officer ** is an **experienced professional** responsible for driving mortgage sales and client relationships through engagement ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...able to work independently + Strong relationship development and management skills + Expertise of general lending … more
- Citigroup (New York, NY)
- …. The CIO Role The Chief Investments Officer (CIO) will report to the Head of Wealth Management and is a senior member of the Wealth Management ... firms and attorneys. From investment strategy, to banking, to lending and cash management we are here...will develop and implement Investment strategies that align with Wealth Management 's goals and growth objectives, making… more
- Charles Schwab (New York, NY)
- …estate planning, restricted stock, complex accounts, managed accounts, trusts, philanthropy, risk management , lending and asset safety. + Focus on staying ... and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for...seeking a highly experienced Director of SPWS **Business Development Officer ** to build, lead and implement a defined strategy… more
- Citizens (Boston, MA)
- …Bank's Consumer and Commercial lending teams (Mortgage, HELOC, Card, Partner Lending , Small Business, Wealth , and Commercial) to deliver a best-in-class ... Citizens, you will report to the PB Chief Operating Officer and will play a pivotal role in enhancing,...enhancing, adding, and bringing to market the private bank lending products. You'll be responsible for providing strategic and… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer ...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...(including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... culture. *Department Profile* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan… more
- Citigroup (Irving, TX)
- + Wealth Credit Management (WCM) is an integral part of the credit management organization for Global Wealth Management (GWM). + The WCM mandate is ... to all processes and procedures. **Citi Private Bank** Global Wealth Management (GWM) is a trusted advisor...(WCM) business of GWM offers a diverse range of lending products including margin and securities-backed finance, commercial and… more
- CIBC (Chicago, IL)
- …+ Maintain strong partnerships with other business functions/units (ie, Private Wealth , Capital Market, Treasury Management and other cross-sell partners ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Job Overview:** The SBA Business Development Officer primary responsibilities will be that of developing new… more
- Citigroup (Irving, TX)
- …Committees, the Citigroup Chief Risk Officer , the Citigroup Chief Credit Officer , senior management and regulators over the effectiveness of credit, capital ... analysis and risk management processes for one or more products and lending areas. + Developed project management skills. + Proficient in Microsoft Office… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment ... our communities. Together, there's no stopping you.** SVP, SBA Business Development Officer **Job Description** **Summary:** The SBA Business Development Officer … more
- Berkshire Bank (Pittsfield, MA)
- …income within specified goals including, but not limited to Berkshire Insurance, Wealth Management , Cash Management , and Merchant Processing. **20%** ... **Position** : VP, Business Banking Officer **Location** : Pittsfield, MA **Division:** Commercial **Department:**...in joint calling efforts with other departments to uncover lending and cross sell opportunities. **10%** + Engages in… more
- Citigroup (Jacksonville, FL)
- …+ Build out of Independent Risk Collections Policy Oversight program for Global Wealth Partner Lending . Create, manage and drive integration activities. + WebPAS ... The Risk Policy Senior Officer I is a strategic professional who closely...strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation… more
- Citigroup (Fort Lauderdale, FL)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... to execute against our strategic priorities. The Risk Policy Officer is a strategic professional who stays abreast of...Retail Workstream CCAR Office (RWCO) Analysis team & Sr. Management reporting lead within the Global Consumer Independent Risk… more
- JPMorgan Chase (Chandler, AZ)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
- Morgan Stanley (New York, NY)
- …classification and risk rating. Primary Responsibilities - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending ... exposures on a regular basis to the Chief Risk Officer and Firm Risk Management . CRM also...in credit classification and risk rating. Present transactions to Wealth Management Loan Approval Committee, as applicable.… more
- Morgan Stanley (New York, NY)
- …activity recorded in the US Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending , which allows clients ... significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley,… more
- Morgan Stanley (New York, NY)
- …brokerage, investment advisory, financial and wealth planning, credit and lending , deposits and cash management , annuities, insurance, retirement and trust ... through three principal business segments-Institutional Securities Group ("ISG"), Global Wealth Management via Wealth ...("MSPBNA") and Morgan Stanley Bank, NA ("MSBNA") provide cash management and lending products and services to… more
- Citizens (Hooksett, NH)
- …is the bank that stands and grows with its clients. Within Citizens Wealth Management , Citizens Private Client provides personalized, world class financial ... with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term...financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business… more