- Robert Half Finance & Accounting (Santa Barbara, CA)
- …Proven experience in operations management within a detail-focused services or wealth management firm. * Strong knowledge of human resources practices, ... the firm and oversee office expenses, including regular supply orders and bank deposits. * Provide mentorship and development support to Associate Advisors and… more
- JPMorgan Chase (Little Rock, AR)
- …retention, and expense management + Leads integration with partners from Chase Wealth Management , Business Banking and Home Lending (One Chase) to ensure the ... lives. As a Market Director of Banking in Consumer Bank , you will lead a world class customer experience,...business, develop and coach Branch Managers, and oversee the management of the market alongside other executive leaders. You… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi enables clients to achieve their strategic ... **Come, work with us!** Citi, the world leading global bank , has approximately 200 million customer accounts and a...Knowledge and hands-on experience with **TabPy and Tableau Data Management , Lineage** , **Tableau API tools** . + **Analytics… more
- First Horizon Bank (Charlotte, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... that supports operational excellence, enhances vendor relationships, and strengthens risk management and compliance throughout the contract management lifecycle.… more
- First Horizon Bank (Memphis, TN)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... efforts to include pledging and collateralizing assets. + Partner with risk management , internal audit, and model validation to ensure processes and procedures are… more
- Citigroup (New York, NY)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker , investment counselor and financial advisor base on existing ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… 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 ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- Zions Bancorporation (Scottsdale, AZ)
- …**Essential Functions:** + Works as a team to holistically deliver all services of wealth management . + Focuses on building a portfolio of high net worth ... At National Bank of Arizona, we're a community of professionals...+ Ability to display sound judgment. + Strong sales, self- management , credit analysis, loan structuring, and relationship management… more
- Comerica (Charlotte, NC)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... account opening and closing, KYC requirements, annual account reviews, and management of overdrafts. Actively contributes to the team, providing feedback on… more
- Motion Recruitment Partners (New Castle, DE)
- …SAR requirements. + General understanding of Senior Public Figures, Money Service Businesses, Wealth Management and Retail Banking as well as compliance with ... as an AML SAR Writer with an innovative global bank in New Castle, DE. Contract role with strong...those business segments. + Excellent project management skills. + Excellent research skills including experience with… more