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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Managed investment portfolios within an Asset Liability Management framework for Life, P&C insurance assets and/or Bank assets. Demonstrated understanding of bank regulatory oversight and actions, including examinations and other supervisory engagement and processes, such as OCC rules and regulations, regulations related to management of investment securities, and as overseen by Federal Reserve, OCC, FDIC and State Regulators.
$390,150 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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At least 12 years of relevant securitization experience at a consumer lender and/or investment bank; with additional proven experience at a rating agency and/or securitization practice within an accounting firm to be considered.
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Collaborating with internal deal teams including Corporate/Financial Institutions Group/Emerging Markets Credit Risk Management, Coverage, Global Corporate Bank, Leveraged Finance, Payments, Legal, Compliance and Secondary Loan trading; reviewing complex legal, financial and jurisdictional issues with an objective of improving credit structures on transactions.
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The Investment Officer is responsible for cultivating and managing relationships of assigned accounts with the goal of increasing market share within each account, growing overall industry market share for Catalyst and achieving the individual sales goals set by management.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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As a Lead Software Engineer at JPMorgan Chase within the CORPORATE & INVESTMENT BANK ENGINEERING AND ARCHITECTURE space, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
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S market-leading positions in key segments, including deposits, payment products, consumer lending, wealth management, small business and middle-market lending, treasury services, investment banking, and sales and trading.
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BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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At least 7-8 years of relevant experience at a top-tier law firm, in-house at an alternative investment manager/adviser (preferably within a bank or bank-affiliated entity in the United States) and/or at the U.S. Securities and Exchange Commission.
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