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The Business Relationship Manager Senior Acquisition will manage a portfolio of large business clients, providing financial advice and banking solutions. Responsibilities include acquiring new clients, deepening relationships, and ensuring a high-touch experience while adhering to risk management protocols.
As Executive Director of the ConnectWealth UMA Program, you will lead strategic initiatives, manage a team, and orchestrate change across multiple systems while enhancing technology delivery in wealth management. You will collaborate with leadership and manage stakeholder relationships to drive program success and continuous improvement.
The Investment Specialist will analyze portfolios, create and maintain client presentations, respond to client inquiries, facilitate meetings, and partner with client advisors to explore new business opportunities, all while maintaining a deep understanding of fixed income investments.
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As a CCAR Support Associate, you will ensure the accuracy and compliance of financial models and stress tests, collaborate with teams to align models with regulatory standards, perform data analysis, aid in regulatory submissions, and contribute to the improvement of CCAR methodologies.
The Investment Specialist will analyze portfolios, create client presentations, respond to client requests, facilitate meetings, and collaborate with client advisors on business opportunities, while developing a deep understanding of fixed income investment portfolios.
The Life Insurance and Annuity Product Manager will support product rollout and enhancements in the Life Insurance and Annuity space, collaborating with various stakeholders to ensure execution aligns with client and advisor needs.
The Vice President, Conventional Underwriter will assess creditworthiness for multifamily loans, manage transaction processes, analyze documentation, conduct site inspections, and mentor junior staff in underwriting practices. This role requires collaboration with various stakeholders and the ability to evaluate financial and market data effectively.
As a Senior Product Solutions Associate, you'll collaborate with clients and internal teams to develop and implement complex product solutions. Responsibilities include crafting presentations, supporting pricing proposals, managing implementation of integrated solutions, and effectively communicating advanced data science concepts to various stakeholders.
The Analyst will devise customized financial strategies, prepare client materials, collaborate with team members to analyze financial situations, conduct research, and manage client communications. The role offers significant responsibility, including direct interaction with senior management and clients.
The Senior Tax Strategist will provide expert tax and wealth structuring advice to clients and collaborate with internal teams. They will develop thought leadership, engage directly with clients, and educate advisors on tax issues while maintaining professional networks with external advisors.
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