- JPMorgan Chase (Boston, MA)
- …Client's current and strategic securities lending agenda. The Agency Securities Finance Relationship Manager is responsible for the client experience ... revenue optimization, and performance attribution. The Relationship Manager represents JPMorgan Agency Securities Finance at the Client and represents… more
- TD Bank (Marlton, NJ)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered… more
- US Bank (Dallas, TX)
- …of US Bancorp Asset Management, Inc. is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business ... and drive asset growth. This position will initially focus on sales and relationship management of existing clients in Texas and developing new relationships with… more
- BMO Financial Group (Hinsdale, IL)
- …meetings and office coverage. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with ... may be assigned as needed. **Qualifications:** + Must have obtained **The Securities Industry Essentials (SIE)** License + Typically between 2 - 3 years… more
- Capital One (Mclean, VA)
- Compliance Manager - Lending & Finance Corporate Compliance is seeking a Compliance Advisor Manager to perform a key risk management role in the second line of ... lending lines of business include Corporate Banking and Commercial Real Estate/ Agency Financing and are responsible for providing banking services to business… more
- Citigroup (Jersey City, NJ)
- …or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency , FX, Securities Lending or Middle Office areas. + Ability to ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with… more
- DuPont (Wilmington, DE)
- …the banks + Ensure proper reporting and accounting for repurchases Credit Rating Agency Relationship Support + Lead preparation of materials and participate in ... repurchase programs, quarterly dividend recommendations, banking relationships, credit rating agency relationships, cash flow forecasting and ad hoc analysis. The… more
- BMO Financial Group (Chicago, IL)
- …fosters an environment of continuous improvement. **KEY ACCOUNTABILITIES** The Senior Manager , US Tax Advisory is responsible for: ** Relationship ... direction of the Managing Director, US Tax Planning and Advisory, the Senior Manager , US Tax Advisory provides US tax advisory guidance for projects and initiatives… more
- TD Bank (Marlton, NJ)
- …for each relationship + Accountable for referring Investment only clients to Relationship Manager to increase banking and lending product sales. + Records ... Investment Management team that partners with Trust Advisors & Relationship Managers to provide investment services to HNW clients....experience + Asset allocation and portfolio construction preferred + Securities Licensed: Series 7, 63 + 65 or 66… more
- BMO Financial Group (Brookfield, WI)
- …and procedures. + Attends mandatory BMO meetings as well as other meeting set by Manager . + Escalates issues that require resolution by the manager , as per ... potential risk situations/impacts and make recommendations or escalate to the manager . + Reviews transaction/request for compliance with regulatory and Bank… more