- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… more
- JPMorgan Chase (New York, NY)
- …communities. **Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the...and Analysts. + Provide recommendations to business partners and senior management during the prescreen, structuring, and… more
- JPMorgan Chase (Columbus, OH)
- …In this role, you'll collaborate with senior leaders and teams to learn about risk management . As an Asset & Wealth Management Risk Summer Analyst in JP ... financial statements is key in determining credit risk. + ** Wealth Management Investment Risk & Analytics (Columbus,..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Commerce Bank (Kansas City, MO)
- … management , private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth ... for some roles. This compensation range is for the Business Development Representative/ Wealth Management Consultant & Senior Consultant - CTC job and… more
- Citigroup (Boston, MA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... required in order to negotiate internally, often at a senior level. Significant external communication with senior ...achieve broad financial/investment goals related to the creation and management of wealth . + Plan and prioritize… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- KeyBank (Cleveland, OH)
- …provides advice on trust and estate settlement, including real estate and tax, wealth management , and institutional asset management , including employee ... The key responsibilities for the Assistant General Counsel, Key Wealth include: + Provides senior level consultation...initiatives + Makes recommendations to lines of business including senior management and direct manager on how… more
- Citigroup (New York, NY)
- …**Responsibilities:** + Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth ... partnership introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI ( Banking ). This individual will be a… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more