- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As part of ... Specialist organization. As a Lending Product Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending … more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Experts. + Oversight and management of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk appetite… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Backed Lending ("SBL") is responsible for end-to-end management of the product in partnership with...platform, Citi Wealth Liquidity Platform along with management of the structured SBL lending team.… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...service while helping clients preserve, grow and manage their wealth . Lending is a key product… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending opportunities as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...service while helping clients preserve, grow and manage their wealth . Lending is a key product… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Bank of America (Atlanta, GA)
- …ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring ... Credit Product Specialist, Global Wealth & Investment Management Chicago, Illinois;Greensburg,...adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending… more
- Comerica (Farmington Hills, MI)
- …university in Business, Finance, or related field + 3 or more years of experience in lending product management + 3 or more years of experience in project ... Management Act as a liaison ensuring a unified lending product vision by working closely with...business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships,… more
- Citizens (New York, NY)
- …Credentials + 10+ years experience in financial services operations, product management and/or sales in partner lending , securities based lending , ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...intimately focusing on each client's unique circumstances. Private and Wealth Specialty Lending , a critical part of… more