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The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
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Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending. Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$88,564 - $170,913 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more.
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Support Wholesale LOB's encompassing, Corporate and Investment Banking, Commercial Banking, Commercial Real Estate and Wealth. For lines of business in Wholesale encompassing, Corporate and Investment Banking, Commercial Banking, Commercial Real Estate and Wealth.
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Global Wealth & Investment Management Credit (Supporting our Merrill and Private Bank clients) This job requisition is for the Global Commercial Banking (GCB), Asset Based Finance and Commercial Real Estate Credit track.
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7+ years progressive work related experience including audit, operations, process engineering, or risk management in the financial services industry. Ability to assess levels of adherence/execution and identify risk/control improvement opportunities in risk management principles/controls, broad based business practices, and Business Unit activities/processes.
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As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions to individual investors through financial intermediaries.
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FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping.
$103,010 - $173,060 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management.
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