- Bank of America (Dallas, TX)
- …business impact and recommending severity ratings under the supervision of senior team members. Responsibilities: Responsible for evaluating the design and execution ... of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth Management). Project areas include testing processes… more
- Commerce Bank (Dallas, TX)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a ... This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of… more
- First Horizon Bank (Plano, TX)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter. + ... **Description** **Location: On site, Plano, TX** **Summary** Private Bankers are responsible for business development of professional high net worth individuals and… more
- JPMorgan Chase (Richardson, TX)
- …Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing ... gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience...+ Minimum of 5 years' experience in a Business Banking Relationship Management role or related business… more
- JPMorgan Chase (Dallas, TX)
- … Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) - Deepening banker, in Business Banking , you'll be managing a portfolio ... products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial...+ Minimum of 7 years' experience in a Business Banking Relationship Management role or related business… more
- Wells Fargo (Irving, TX)
- …Management (WIM) provides personalized wealth management, brokerage, financial planning, lending, private banking , trust and fiduciary products and services to ... in the US, and is a leading middle market banking provider in the US We provide a diversified...goals. + Serve as a strategic legal advisor to senior business and staff leaders of the Wealth Businesses,… more
- Deloitte (Dallas, TX)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... strategic transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- Bank of America (Dallas, TX)
- Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; Dallas, Texas; Pennington, New Jersey; Providence, Rhode Island; ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design and… more
- Citigroup (Irving, TX)
- …trends, and come to conclusions **PREFERRED** : * Experience in Wealth Management, Private Banking , Banking , Investments, Custody, Trust, Investment Finance, ... with an ability to develop a clear message for senior managers and craft the story around it *... & Wealth Management CDO organization. We cover Wealth ( Private Banking /Wealth Management), drive the data strategy… more
- JPMorgan Chase (Plano, TX)
- …controls in CORE (Ex. Business resiliency, Third party oversight, Public/ Private designations, Employee Compliance). Perform annual control evaluation (design and ... to exercise sound judgement in assessing risk, prioritizing work, engaging senior leaders, and managing thru change + Experience leading across organizational… more
- Citigroup (Irving, TX)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction ... responsibilities for SASE Services architecture. This encompasses Zscaler Internet Access, Private Access, Digital Experience, integration with AD and IDP Services,… more
- S&P Global (Dallas, TX)
- …levels of seniority. This is an exciting opportunity to learn about finance, banking , the syndicated loan market, and Software as a Service (SAAS) technology. + ... Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/ Private Deals/Middle Market standards for processing loan transactions and/or… more
