- Truist (Houston, TX)
- …following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise ... acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to...and be a resource for the advice and planning group in that area. Keeps current on estate, tax… more
- Huntington National Bank (Harrisburg, PA)
- …be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining ... assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group ; work collaboratively with the group 's RM...the bank. + Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk… more
- TD Bank (Charlotte, NC)
- …Reporting & Research team is a centralized function in the US Treasury group responsible for regulatory capital reporting and research under both US & Canadian ... to our Finance partners, Product Partners, Risk Management, + Board, Financial Disclosures and Regulators Develops relationships with stakeholders across the bank,… more
- JPMorgan Chase (New York, NY)
- …we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... initiatives. You will act as a trusted advisor and counterweight to Business/ Group Heads, and are responsible for identifying, escalating, and mitigating business… more
- First Horizon Bank (Charlotte, NC)
- … development, leading preparation of presentations regarding new business or product initiative, financial results of the LOB group , budget and corporate plan ... Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures… more
- JPMorgan Chase (New York, NY)
- …we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... senior traders to cover institutional accounts and make markets in your product group . You will assist in managing risk, liquidity, and exposure, and support all… more
- Truist (Philadelphia, PA)
- …**Please review the following job description:** Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced ... estate and financial planning advice to clients typically with $10MM+ in...appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy , typically with families with assets under management at… more
- Thrivent Financial (Appleton, WI)
- …Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people ... his/her market by attracting high quality, diverse talent into financial professional (FP) roles * Ensures new FPs are...Select Diverse Talent + Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality,… more
- Citigroup (Wilmington, DE)
- The US Branded Cards Finance organization is part of Citi's US Personal Banking Finance organization and supports the US Branded Cards & Lending business, one of the ... US Branded Cards business continues to remain a critical financial contributor to firmwide performance. The Costco Finance function...transparency to understand the dynamics driving the business. The group works closely with the US Cards Line of… more
- RELX INC (Philadelphia, PA)
- About the Team Elsevier, part of the RELX Group , is a global leader in information and analytics for science and healthcare. Our mission is to partner with the ... human progress. Within Elsevier, the Academic Leaders & Funders (AL&F) solutions group supports university leaders and research funders worldwide in achieving their… more