- FirstBank PR (San Juan, PR)
- …and managed effectively. + Serves in a leadership role for security compliance . + Oversees the development/update of IT policies, procedures, standards, and ... may arise from self-assessment, reviews by the Internal Audit or Corporate Compliance departments, or external regulatory bodies. + Participate actively in the… more
- Thrivent Financial (Willernie, MN)
- Summary This position provides administrative support to Wellspring Advisor Group. This role is critical to our member experience and requires a friendly, upbeat ... to and is employed by Nick Rasmussen of Wellspring Advisor Group. This full-time role is fully in-office out...+ Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings + Document client meetings and… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- JPMorgan Chase (Boston, MA)
- J .P. Morgan's Corporate & Investment Bank is a global leader across banking , markets and investor services. The world's most important corporations, governments and ... large-scale client relationships, managing complex 40 Act and Pension and/or Advisor client requests independently + Plan and strategize the department's post-trade… more
- Mizuho Corporate Bank (New York, NY)
- …Legal, Compliance , and other functions, serving as a trusted advisor and providing constructive challenge and oversight of resilience-related plans and ... industry's best practices.The new team member will be responsible for supporting the compliance program on DORA, the management of the transformation as well as the… more
- FirstBank PR (Aguadilla, PR)
- …MS Office. * Leadership, administrative, sales and supervisory skills * Knowledge of banking regulations as Compliance requirements, such as, Know Your Customer, ... At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the...policies. Employees must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for… more
- Citigroup (New York, NY)
- …acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for ... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and...ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in… more
- Fiserv (Alpharetta, GA)
- …team designs scalable, secure, and resilient platform architectures that enable next-generation banking experiences. As a Senior Advisor , you will shape ... scale, come make a difference at Fiserv. **Job Title** Enterprise Architect Senior Advisor , Software Architecture **About your role:** At Fiserv, we build digital … more
- Citigroup (Chicago, IL)
- …revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate ... understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create,… more
- Wells Fargo (Chandler, AZ)
- …on-boarding of new programs. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business ... and technical needs across Commercial Banking or Corporate & Investment Banking +...managers across the enterprise and serve as an expert advisor to leadership + Partner with product management functional… more