• Wealth Relationship Manager SAFE Act

    Citigroup (Brooklyn, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
    Citigroup (11/20/25)
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  • Citi Wealth - Wealth Relationship Manager SAFE Act

    Citigroup (Hewlett, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
    Citigroup (10/17/25)
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  • Wealth Relationship Manager - New York Hub…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more
    Citigroup (10/08/25)
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  • Treasury Sales Officer, Non-Bank Financial…

    Bank of America (New York, NY)
    …segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit , Risk and Service partners to present optimal global solutions to meet ... of bank structures + Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables...equivalent work experience + Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified… more
    Bank of America (11/25/25)
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  • JP Morgan Wealth Management - Vice President,…

    JPMorgan Chase (New York, NY)
    …opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making. + Demonstrate ... employment + Experience with lending in a wealth management division across mortgage , margin, and or securities-based lending + Strong partnership and people skills;… more
    JPMorgan Chase (11/17/25)
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