- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal ... role in managing risk and supporting the JPM Wealth Management business. You will lead the risk management process, analyze credit risk , and… more
- Bank of America (New York, NY)
- …work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other ... new credit relationships with the financial advisors wealth management clients/ prospects in addition to...and grow lending business; o Negotiating with Underwriting and Risk on behalf of the client to structure sound… more
- Raymond James Financial, Inc. (New York, NY)
- **Essential Duties and Responsibilities** . Establishes and oversees the implementation of a risk management framework for the business unit, to include defining ... of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management...include daily risk monitoring across all relevant risk stripes including market, credit , liquidity and… more
- JPMorgan Chase (New York, NY)
- …decision-making. As a Vice President, Risk Data & Infrastructure within JP Morgan Wealth Management , you will leverage the firm's core data mart to identify ... present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives,...(KRIs) to analyze impact of events to market and credit risk exposures on the business +… more
- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
- TD Bank (New York, NY)
- …and Principal responsibilities, Sales Leadership, Partnership Programs, People Acquisition and Development, Risk Management and Credit Management . ... + Responsible for Field Leadership and execution of the Wealth credit strategy including policy and process,...and other areas + Represents the business on all Risk Management , Compliance, AML and Audit related… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk … more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...the US and Internationally. + Partner with our retail credit risk lead to progress growth agenda… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- …Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk , Audit, Finance in order to ensure appropriate governance and ... and client conversion from the Banking division to the Wealth division and from the Wealth division...This individual will be a "wall straddler" so effective management of information and knowledge of the information barriers… more
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