- JPMorgan Chase (Columbus, OH)
- …physical branches that offer a range of financial products and services to Chase bank customers across the country. We are looking for a curious and collaborative ... supporting a new business unit known as JP Morgan Private Client, which includes a new deposit offering, service... Client, which includes a new deposit offering, service strategy , and physical spaces designed to target affluent customers.… more
- JPMorgan Chase (Brooklyn, NY)
- …play a critical role in shaping the user experience across our digital banking and lending platforms for the Private Bank . You will collaborate with ... into the products and services we create. The Global Private Bank Design team is dedicated to...and cross-functional teams to align design solutions with product strategy Continuously expand business knowledge and integrate insights into… more
- Citigroup (Tampa, FL)
- …GRU supports products across variety of lines of business, such as, Services, Markets, Lending , Private Bank , Wealth, etc. While GRU provides robust ongoing ... for balance sheet. As part of Citi's wider simplification strategy to gain agility to adapt to the accelerating...Work closely with reconciliation production support (ie, Run the Bank ) teams to ensure all requirements are captured and… more
- Shuvel Digital (Washington, DC)
- …accountability, transparency, and improvement within the Finance department. + Financial Strategy & Planning + Lead the development, implementation, and attainment ... and vision; + Evaluate and contribute to the financial strategy of all Wacif entities (new & existing), ensuring...Operations + Facilitate the opening and closing of new bank accounts; + Managing American Express (AMEX) corporate card… more
- T. Rowe Price (Baltimore, MD)
- …including equity, fixed income, derivatives, Collateral and margin processing, securities lending and cash services, securities and account setup and maintenance, ... all trade management functions for Equity, Fixed Income, Derivatives, and Bank Loan Trades including margin services and onboarding support. + Distribution… more
- Capco, a Wipro Company (Charlotte, NC)
- …We partner with commercial banks with capabilities including but not limited to lending , deposits, treasury / cash management, online banking, and payments. The team ... + Lead or support client engagements focused on credit card product strategy , digital payments, issuing/acquiring models, and market entry or expansion. + Develop… more
- Truist (Charlotte, NC)
- …underwriting and portfolio management for Middle Market Wholesale clients, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). As a senior ... and persuasion skills to interact with external C-level corporate management and private equity clients, and internally with Risk Management. ESSENTIAL DUTIES AND… more
- Citigroup (Tampa, FL)
- …business-oriented solutions. A successful candidate would be familiar with financial services/ private bank /wealth management regulation and legal principles and ... Team, where other areas of coverage undertaken are Alternatives, Banking & Lending , Business Strategy & Initiatives, Capital Markets and Managed Investments.… more
- Truist (Houston, TX)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
- Citigroup (New York, NY)
- …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** ... Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products and… more