- JPMorgan Chase (New York, NY)
- **Vice President, Global Banking Intelligence & Growth Strategy** **Commercial & Investment Bank - New York, NY** **Job Description** As a Vice President on the ... private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and...of experience with a leading management consulting firm, top-tier bank , or private equity firm with a… more
- Regions Bank (Atlanta, GA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... contact with clients and perspective clients. These engagements should focus on client strategies as well as their project performance and financing needs. **Primary… more
- Regions Bank (Hoover, AL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... enable continuous improvement, business innovation and optimization and innovative client -associate experiences. **Primary Responsibilities** + Acts as consultant and… more
- Regions Bank (Birmingham, AL)
- …**Primary Responsibilities** + Develop and grow relationships with existing clients and identify new client opportunities + Serve as a strategic advisor creating ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- CIBC (Chicago, IL)
- …your interview._ **How you'll succeed** + **Relationship building -** Develop new client relationships through business development activities, leveraging ... We're building a relationship-oriented bank for the modern world. We need talented,...new and existing clients and internal partners. + ** Client experience -** Proactively assess your clients' needs and… more
- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- Citigroup (New York, NY)
- …receive, safeguard, service and disburse cash, securities and physical documents. Citi Private Bank offers integrated and flexible escrow service solutions with ... global execution capabilities. Through an experienced and dedicated Private Bank escrow team, Citi can facilitate...constantly innovating to improve the onboarding processes. + Onboard new escrows by completing client risk profiles… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...originations and customer support teams to optimize the overall client experience and generate new credit and… more
- Citizens (Charlotte, NC)
- …Citizens' Digital North Star program, a strategic initiative to deliver the next generation Client Platform for Citizens Private Bank and Citizens Private ... and execute a product roadmap that enhances the digital client experience and supports long-term growth. With a collaborative...with ambiguity and a hunger to learn and tackle new challenges. + Bachelor's completed degree + Required Competencies… more
- Matter Family Office (Denver, CO)
- …payments of income and property taxes, and overall coordination. + Coordinate private client loans by managing promissory notes, tracking loan activity, ... Matter families and each other. Job Description As a Client Service Lead, you will bring your expertise and...personal/business financials are accurate. + Prepare needed forms for new bank , brokerage, and bill pay accounts,… more