- JPMorgan Chase (Columbus, OH)
- …best-in-class. As a Lead Credit Officer - Vice President within the Asset and Wealth Management Credit Risk team, you will play a significant role in managing risk ... criteria + Approve credit risk exposure relating to the client base within authorized limits. + Responsible for the...respect to credit analysis and the proper application of Private Banking credit underwriting policies. + Partner with the… more
- HUB International (New York, NY)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 ... equipped with tools, resources, and materials that advance our business development, client retention, and Practice growth objectives. **Why This Role Matters** The… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …The ideal candidate will have a solid understanding of both Commercial and Consumer/ Private Wealth Lending Operations processes and systems. The Team Lead will ... Team Lead will oversee day-to-day workflow of transaction processing and loan/ client onboarding including; coordination and prioritization of team resources to meet… more
- First Horizon Bank (New Orleans, LA)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... by business or application needs. + Optimize both server and client codebases for performance, scalability, and security. + Collaborate with cross-functional… more
- First Horizon Bank (Memphis, TN)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... to internal senior management and clients. Key Responsibilities: + Gather client -specific data; prepare, load, and validate inputs in FHN Financial's internal… more
- Oracle (Indianapolis, IN)
- …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... implementation, finance, legal, and support teams to ensure seamless handoffs and client success post-sale. + Represent the Oracle Financial Services Global Business… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... the team's origination efforts through the preparation of customized pitchbooks, client proposals and general-purpose marketing material. + Develop optimal financing… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... operations to deliver robust solutions for lending facilities, TBA forwards, client onboarding, and platform launches targeting non-bank mortgage originators. The… more
- Vanguard (Minneapolis, MN)
- …and retention of assets that sit with the top advisors (inclusive of private wealth ) of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo ... Develops a strategic sales plan for the territory and target client segments, identifying and preserving high-quality business relationships. . Effectively presents… more
- BlackRock (Chicago, IL)
- …(exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise ... unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB… more