• Credit Review Senior Portfolio Specialist

    Bank of America (Providence, RI)
    …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Charlotte, North Carolina;Stamford, Connecticut; Newark, Delaware; Dallas, Texas; Chicago, Illinois; Providence, Rhode… more
    Bank of America (07/11/25)
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  • Generations Client Concierge Specialist

    Edward Jones (West Palm Beach, FL)
    …via expanding sets of Edward Jones products and services, and ongoing reporting and support . The Client Concierge Specialist will play a critical role in helping ... volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs...related to the implementation and execution of a clients financial/ investment plan and deliver ongoing proactive support … more
    Edward Jones (07/19/25)
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  • Senior Staff and Labor Relations Specialist

    University of Pennsylvania (Philadelphia, PA)
    …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Senior Staff and Labor Relations Specialist Job Profile Title Labor and Staff Relations ...the workplace due to STD/WC/FMLA/LTD with Operating Director's, FRES support staff, and other University departments. Qualifications: + Bachelors… more
    University of Pennsylvania (05/16/25)
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  • Customer Service Specialist Licensed

    Wells Fargo (Salt Lake City, UT)
    **About this role:** Wells Fargo is seeking a Licensed Customer Support Specialist as part of the The Private Bank (TPB) Service Team within Wealth and ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . As a Licensed Customer Support Specialist , you will be responsible for providing… more
    Wells Fargo (08/02/25)
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  • Senior Special Needs Trust Officer - Senior…

    Wells Fargo (Purchase, NY)
    …role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs and Careers at ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
    Wells Fargo (07/29/25)
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  • Research Specialist B (Biomedical Sciences)

    University of Pennsylvania (Philadelphia, PA)
    …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Research Specialist B (Biomedical Sciences) Job Profile Title Research ...manage the lab's genetically modified mouse colony and provide support for lab projects that require mouse work &… more
    University of Pennsylvania (06/27/25)
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  • US Private Bank - Lending Specialist…

    JPMorgan Chase (Miami, FL)
    …+ Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management, trusts ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
    JPMorgan Chase (07/30/25)
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  • Supervisory Control Specialist

    Wells Fargo (Scottsdale, AZ)
    …a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career areas and lines ... tools and training + Review and analyze controls to manage high risk investment strategies and complex products + Evaluate resources to monitor risk and exercise… more
    Wells Fargo (07/27/25)
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  • Trust Relationship Specialist

    Umpqua Bank (Portland, OR)
    Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because… more
    Umpqua Bank (06/27/25)
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  • Supervisory Control Specialist

    Wells Fargo (Charlotte, NC)
    …this role:** Wells Fargo Advisors (WFA) is seeking a Supervisory Control Specialist to join our Centralized Supervision Unit. The Supervisory Control Specialist ... is responsible for providing remote sales supervision and support within assigned branches and/or regions for the Private...and/or regions for the Private Client Group (PCG) and Wealth Brokerage Services (WBS) channels. Learn more about the… more
    Wells Fargo (07/30/25)
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