- BMO Financial Group (Culver City, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- Thrivent Financial (Minneapolis, MN)
- The Manager will lead a team that provides planning, implementation, consulting and collaboration that supports Thrivent to deliver effective field conferences, ... technology to support timely, accurate, branded communication and event promotion. The Manager will provide governance and guidance in the expansion of the event… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …capabilities for business opportunities, supply chain challenges, capacity planning, capital investment , and risk management + Champion ownership and ... needs and develop comprehensive sourcing and supply plans. + **Capital Investment :** Champion the development of capital requests for capacity expansions, line… more
- Bank of America (Edgewater, MD)
- …and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding ... based on client needs and asset thresholdsMitigates and controls risk as part of daily activities + Identifies and...+ Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management +… more
- M&T Bank (Wilmington, DE)
- …and oversee code merge and elevation. **Team Management:** As a people manager , define objectives for team members, provide coaching and performance feedback. ... points and regulatory issues. Understand M&T Tech's standards for technology risk management, cybersecurity, IT Asset management, Resiliency & Recovery and ensure… more
- JPMorgan Chase (Seattle, WA)
- …culture of innovation and a customer centric mindset. Reporting to the Region Manager you will be responsible for leading the business development efforts for Middle ... and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our...efficiency for the business, with a keen eye towards risk mitigation and compliance + Serve as mentor and… more
- Fannie Mae (Reston, VA)
- …low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration ... with internal and external stakeholders. * Identify and assess the risk profile of equity investments to ensure risk is mitigated and objectives are met within… more
- Bank of America (Pennington, NJ)
- …markets and apply key principles appropriately to the individual participant's investment needs * Consistently identify participant opportunities and engage key ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Regions Bank (Great Neck, NY)
- …to maintain and expand investor relationships. This position identifies and mitigates risk in existing and proposed transactions. This position will also work ... directly with teammates in Credit Risk , Client Coverage, Capital Markets, and other areas of...ensure each supports RAH's objectives and meets or exceeds investment guidelines. **Primary Responsibilities** + Works in support of… more
- PNC (Atlanta, GA)
- …Provides superior client experience. + Works closely with relationship managers, investment bankers, traders and other internal service partners to develop, market ... to leverage that information in creating customized customer solutions. + **Managing Risk ** - Assessing and effectively managing all of the risks associated with… more