- 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...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 (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset ... **Qualifications:** + 7+ years of banking/ finance experience + Small/ middle market lending or counterparty risk management experience a plus + Strong 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 ... service while helping clients preserve, grow and manage their wealth . Lending is a key product...degree/University degree + Master's degree preferred **Job Family Group:** Product Management and Development **Job Family:** … 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
- Wells Fargo (New York, NY)
- …include Deposits & Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo ... of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help… more
- Bank of America (New York, NY)
- …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 New York,...adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending… more