- Citigroup (New York, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role which integrates...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Manulife (Boston, MA)
- …you'll have the opportunity to conduct audits of our General Account Investments and Wealth and Asset Management businesses. At Manulife John Hancock, we are ... tools and methodologies. + Knowledge of investment areas such as portfolio management , operations, credit risk, hedge accounting, complex derivative instruments,… more
- S&P Global (New York, NY)
- …data, research, and insights. The individual will collaborate closely with product management , sales, and other marketing teams to ensure alignment and execution of ... ability to convey complex concepts clearly and persuasively. + Strong project management skills with the ability to manage multiple initiatives simultaneously and… more
- JPMorgan Chase (New York, NY)
- …Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management , Product & Technology, HR, and Operations. **Job responsibilities** + ... be involved in high-priority projects that are at the top of our senior management 's agenda and at the forefront of the industry. Your responsibilities will include… more
- S&P Global (New York, NY)
- …Equity, Commodities, Forex, Futures, and Options. + Index/Benchmark or Asset Management platform experience. + Basic UI development skills (jQuery, HTML5, CSS) ... SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Umpqua Bank (Phoenix, AZ)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more
- Citizens (Palm Beach, FL)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... organizations, as well as private equity/venture capital (capital call lending, management company credit facilities). Experience with owner-occupied commercial… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash… 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 ... Director, Treasury Management Officer - FinTech and Payment Service Providers...relationships, systems and knowledge. + Lead a team of Associate Directors to develop and implement strategies to identify… more
- First Horizon Bank (NC)
- …Operations, Compliance, Credit and Technology, to promote effective ACH risk management practices. 6. Aid in the investigation and resolution of suspicious or ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more