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About the RoleiCapital is looking to hire a Vice President of Business Development, who will work strategically & tactically to grow iCapitals licensed technology business across both wealth management & asset management with a primary focus on Architect, iCapitals portfolio construction software.
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Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth.
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About HUB Retirement & Private Wealth (RPW):We lead our communities with integrity, driven to make things better, both now and in the future. The expected pay range for this position is $90,000 to $180,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level.
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HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
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This position will work directly with the City National Bank ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework leadership team.
$189,738 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Required Skill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence.
$120,250 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Candidates should be either part/professionally qualified (ACA/CIMA/ACCA) and possess a wealth of relevant vocational experience. Most important is team fit and a general chemistry that each member of the SMT appear to share - an individual that can effectively develop relationships, recognise and fix problems, identify areas of improvement in the business, and a confident, effective communicator.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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A Wealth Management Firm known for its extensive range of financial products and services, including asset management, risk management, and advisory services. We seek an Operations Business Analyst who will support the Banking Operations team in replacing the Lending Processing System with LoanIQ by participating in design, requirements gathering, systems integration, data migration, reporting, and testing.
$65 - $75 an hourTemporaryExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all.
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Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards.
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Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management. The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships.
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Description Trusted Capital Group (TCG) is a full-service financial services company located in Austin, Texas. TCG was acquired by HUB International in 2021. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team. In 2018, TCG launched FinPath, a cutting-edge financial wellness platform designed to educate and engage employees.
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wealth job Title: business
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