- Bank of America (Providence, RI)
- …for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth ... Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford,...Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management areas. Additional activities would include… more
- Bank of America (Providence, RI)
- …industry experience + Possess and demonstrate strong communication skills + Superior relationship management skills to partner effectively across the entire ... Senior Investment Manager Providence, Rhode Island **Job Description:** At Bank...Wealth Management space + Strong analytical and portfolio management … more
- TD Bank (Foxborough, MA)
- …administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization + Maintains various ... skills with an eye toward advancing to a more senior role within TD Wealth + Will...necessary; acts as a specialist resource to support all wealth management areas + Keeps others on… more
- Citizens (Johnston, RI)
- …+ Cross-Functional Communications: Engage with key stakeholders, including internal teams, senior management , and external partners, to gather insights, solicit ... Commercial lending teams (Mortgage, HELOC, Card, Partner Lending, Small Business, Wealth , and Commercial) to deliver a best-in-class Private Bank lending platform.… more
- Xerox (Providence, RI)
- …groups and act as a catalyst to drive business. + Building an effective working relationship at a senior level to build trust and engagement from the Partners. ... Contributor Job Type Experienced Job Field Sales Seniority Level Mid- Senior Level Currency USD - United States - US...drivers, and a strong financial understanding, along with a wealth of business, market and competitive knowledge, they are… more