• Credit Product Specialist, Global…

    Bank of America (New York, NY)
    …is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM ... Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives,...to Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active… more
    Bank of America (07/17/25)
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  • Head of Wealth Portfolio…

    TD Bank (New York, NY)
    …for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Portfolio Management & Capital Markets is a key leader within the ... access, and execution services + Sits between traditional Retail Wealth Management and institutional trading and sales...risk needs + Works with advisors, investment strategists and portfolio managers to align execution with portfolio … more
    TD Bank (08/23/25)
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  • Director, Wealth Benchmarks Product…

    S&P Global (New York, NY)
    …Wealth Management + Familiarity with the Asset Management and Wealth Management landscape, model portfolios/ portfolio theory + Current or past ... experience working in wealth and/or investment management with a focus on portfolio construction...SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the… more
    S&P Global (07/18/25)
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  • Senior Specialist, Product Marketing…

    S&P Global (New York, NY)
    …and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization, ... demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product development… more
    S&P Global (08/04/25)
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  • Wealth Relationship Manager

    HSBC (Buffalo, NY)
    …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship...+ Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a… more
    HSBC (08/27/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    …and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the Wealth ... and develop solutions across investments including brokerage, trust and wealth transfer, credit , deposit, and all other...check this data for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth… more
    City National Bank (08/07/25)
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  • Wealth Managment Advisor

    US Bank (New York, NY)
    …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
    US Bank (06/19/25)
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  • Co-Head of Securities Based Lending

    Wells Fargo (New York, NY)
    …services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** ... investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products...Manage all risk management activities, including issue management and credit risk + Develop stress… more
    Wells Fargo (08/15/25)
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  • Collateralized Loan Obligations (CLO's), Senior…

    Nuveen Investments (New York, NY)
    …Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management , trading, and other internal partners to ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds.… more
    Nuveen Investments (08/23/25)
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  • Senior Manager, US Credit and Special…

    Scotiabank (New York, NY)
    …of financial reporting packages. + Prepare and process provision recommendations. + Manage a Credit Portfolio of Corporate accounts within US Credit . + ... addition to SAM, the incumbent will be assigned a portfolio of accounts within US Credit and...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
    Scotiabank (08/08/25)
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