- Truist (Bal Harbour, FL)
- …following job description:** The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex ... Managers including oversight of securities related activity of registered bank teammates **Required Qualifications:** The requirements listed below are… more
- Nuveen Investments (MI)
- …for Nuveen's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank , Independent & Regional Broker-Dealer, RIA and ... region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative...CFA or CAIA a plus + Experience marketing into private wealth channels (wire house, private banks,… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... essential. SBL is a core lending product for Citi Private Bank and integral to the partnership...but not limited to client engagement and communication plans, Banker training as well as managing the annual planning… more
- KeyBank (Cleveland, OH)
- …KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing ... companies. The analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate "hands-on" experience. **About the… more
- PNC (Pittsburgh, PA)
- …PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and ... ability to thrive in a lively environment. + **PNC Private Bank ** : PNC Private ...and other institutional investors for over 75 years. IAM's local\ regional based service teams provide our clients with customized… more
- Scotiabank (New York, NY)
- …Global RFP / Proposals will lead the strategic and operational direction of the Bank 's centralized Request for Proposals (RFP) unit. This role is pivotal in managing ... global client-centric culture design to deepen client relationships and leverage broader Bank relationships and practices. + Develop and lead a global strategy for… more
- The Hartford (Wayne, PA)
- …the assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM ... a business plan to drive sales leveraging Hartford Funds product positioning on RIA's, Bank Trust and Private Wealth Groups and other centers of influence to… more
- Citigroup (Miami, FL)
- …and offshore conduct rules. Define and negotiate with the clients and Citi Private Bank credit approvers, the credit structure of the lending transactions ... processes meet the bank 's standards. Enhance and support the development of regional and local lending product programs to ensure they keep pace with an… more
- Comerica (Dallas, TX)
- …for sales professionals to sell trust products through advisor channels, regional partner channels, corporate investment advisory channels, private wealth ... laws, regulations, and internal policies to mitigate risks and maintain the bank 's reputation. Develop and continuously refine the process of handing new accounts… more
- JPMorgan Chase (Los Angeles, CA)
- …for the selection and monitoring of alternative asset managers for the Global Private Bank , and advising clients on allocations to alternative investments . ... and how the alternative platform offering fits the Global Private Bank strategy within a market context...group. + Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region for… more