- US Bank (Sacramento, CA)
- …Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and ... policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills -… more
- JPMorgan Chase (Fort Worth, TX)
- …clients from retail lending, captive financing, and floorplan products to cash management, private banking , and payment processing. As an Underwriter III in Auto ... Finance, you will play a crucial role in reviewing policy and pricing exceptions and supporting daily operations. Your responsibilities will include structuring decisions to optimize profit and strengthen relationships, processing automobile applications with… more
- Coinbase (Jackson, MS)
- …experience managing a client portfolio including institutional clients, high-net-worth individuals, private banking clients, and clients from brokers, futures ... institutions, or commercial banks. * Fierce passion for the rapidly evolving crypto industry and belief in Coinbase's mission. * Strong verbal and written communication skills; ability to articulate complex subjects clearly and concisely. * Highly… more
- Commerce Bank (St. Louis, MO)
- …services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to ... wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. The main… more
- US Bank (Chicago, IL)
- …track record of leadership in investment management within a wealth management or private banking environment + Deep expertise in portfolio construction, asset ... allocation, and investment strategy + Strong understanding of regulatory and compliance requirements + Exceptional communication skills, including media and public speaking experience + Ability to lead through influence in a matrixed organization and develop… more
- Commerce Bank (Kansas City, MO)
- …services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to ... wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This… more
- Wells Fargo (Boston, MA)
- …U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking , retirement strategies, and other U/HNW solutions + 10+ ... years of wealth transfer and planning experience with U/HNW clients + Advance degrees and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly… more
- JPMorgan Chase (Columbus, OH)
- …from retail lending, captive financing, and floorplan products to cash management, private banking , and payment processing. In this dynamic environment, the ... role of the Product Manager is pivotal to driving innovation and delivering value. As a Product Manager in Chase Auto, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you… more
- M&T Bank (Los Angeles, CA)
- …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to… more
- City National Bank (Los Angeles, CA)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible ... for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the platform. The role will collaborate with business leaders, users, in-house developers and third party support to help bring the vision to… more