Senior Lending Strategist, Wealth Management
JPMorganChase
JPMorgan Chase's Wealth Management division seeks a Lending Specialist to be the primary contact for Financial Advisors, Clients and Market Leadership, delivering expert guidance on lending products and solutions to support client growth. In this high-impact role you will help expand our lending footprint, design innovative solutions, and drive seamless execution while maintaining regulatory standards and superior client service. #J-18808-Ljbffr JPMorganChase
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Lending Strategist, Wealth Management in Florida, NY vacancy
- ...Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach, FL, US POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate...SeniorFull timeWork at office
Oxford Financial Group, Ltd.
Florida, NY2 days ago - ...Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families. You will produce complex deliverables, review strategies, and serve as a technical resource for client...Senior
- A leading financial services firm is seeking a Senior Home Lending Advisor to serve as the principal contact for clients throughout the mortgage process. This role requires 3+ years of mortgage lending experience with a focus on sales and customer relations. The advisor...Senior
- ## Wealth StrategistApplylocations: Ft. Lauderdale, FLtime type:... ...leader in innovative wealth management, asset servicing, asset management... ...Northern Trust, our Wealth Strategist position is a key business... ...development sales executive role.As a senior member of the Northern Trust...SuggestedH1bLocal areaWorldwideFlexible hours
Northern Trust
Florida, NY10 hours ago - Fwainvest is seeking a Senior ITAM Analyst to support the asset management function in New York. This role involves tracking all IT assets and ensuring compliance with policies. Candidates should have experience in the financial services industry and familiarity with ServiceNow...SeniorWork at office
- JPMorganChase is seeking a Senior Home Lending Advisor to join their team in the Town of Florida, NY. In this role, you will leverage your extensive knowledge of home lending products to be the primary contact for customers throughout the loan process. Your responsibilities...Senior
- Northern Trust is seeking a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships. You will collaborate with client service teams and professional advisors to ensure timely fiduciary services and issue resolution. The role requires...Senior
- Raymond James is seeking a Wealth Solutions team member who will consult with financial advisors and their high net worth clients on wealth management products and services. The role involves leading large cross‑functional projects with broad business impact and educating...SeniorHome office
- Fwainvest is seeking a Senior Technical Business Analyst to join our Wealth Management Technology team. In this role, you will be responsible for enhancing advisor and client experiences through innovative technology solutions. You will work closely with various stakeholders...SeniorWork at office2 days per week3 days per week
- Health First in the United States is seeking a Senior Managed Care Contracting Specialist to lead the implementation, monitoring, and administration of payer contracts and to provide education across Managed Care relationships. This role partners with payers, providers...SeniorContract work
- Northern Trust Corp is seeking a Senior Portfolio Advisor II in Palm Beach, FL, to manage a full set of fee-producing accounts, including large personal trusts... ...relationship management, and continued growth within Wealth Management practices, requiring a deep...Senior
- M&T Bank’s Wealth Advisory Services team seeks an investment specialist to deliver comprehensive investment management for clients, collaborating within a professional team to align portfolios with clients' financial goals. You will develop IPS for clients, review investments...
- Una institución educativa en expansión busca un(a) Especialista en Currículo y Acreditación para liderar el diseño académico de programas K12. El candidato(a) debe tener más de 7 años de experiencia en diseño curricular, conocimiento de acreditación y estrategia comercial...SeniorFreelanceFlexible hours
- ..., NY is looking for a Renewals and Retention Specialist to protect and grow the agency’s business. This role involves proactively managing renewals, improving client experience, and leading the Renewals Department. The ideal candidate will have strong analytical skills...Senior
- A boutique HR and Recruitment firm is seeking a Senior Talent Acquisition Specialist. The role involves supporting talent acquisition needs for various clients across industries, managing full-cycle recruitment processes, and developing sourcing strategies. The ideal candidate...SeniorRemote jobPart time
- General Dynamics Corporation, located in Niceville, FL, is seeking a Procurement Sr Specialist. In this role, you will develop and execute sourcing strategies, negotiate contracts, and ensure compliance with internal policies. The successful candidate should have an Associate...SeniorFull timeWork at office
- The University of Alabama at Birmingham is seeking a Senior Communications Specialist to develop and execute strategic communications... ...reputation through storytelling and multi-channel touchpoints. The role manages complex assignments, ensures content strategies align with unit...SeniorRemote job
- Amadeus is seeking a Senior Digital Performance Strategist to lead Google Ads-driven campaigns for hospitality brands across North America. You will advise... ...engagement in a hybrid onsite/offsite setting. You’ll manage budgets, conduct reviews, and translate data into...Senior
- MiniMed seeks a PACE Clinical Specialist to partner with medical directors and clinical experts to develop training content for people with diabetes and healthcare providers. You will craft educational strategy, build digital learning modules, and collaborate with designers...Senior
- Acosta Group in New York is seeking a Senior Compensation Analyst to guide leaders and HRBPs on compensation programs, audits, and market... ...strong Excel, PowerPoint, and HRIS skills, plus the ability to manage multiple projects and deliver accurate insights under tight...Senior
- ...role involves generating leads and building relationships with senior citizens and community partners. Responsibilities include coordinating... ...events, cultivating partnerships, and leveraging CRM tools to manage client interactions. Candidates should possess strong sales...SeniorLocal area
- The Regional Portfolio Manager at Seacoast Wealth Management is responsible for managing and servicing the fiduciary and investment needs of SCWM clients. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. The role emphasizes...Senior
- ...The Communications Strategist plays a vital role in managing both internal and external communications for the organization. This position is responsible for creating and deploying surveys, developing scripts, emails, flyers, press releases, and newsletters to engage various...Work experience placementShift work
Farm Credit
Florida, NY3 days ago - Jobtailor in the United States seeks a senior ACBS architect to lead end-to-end solution design and SDS delivery. You will guide teams... ...and SSO/KYC skills, and robust system administration capabilities across middleware and lending workflows. #J-18808-Ljbffr JobtailorSenior
- ...Jobtailor is seeking a senior tax advisor to counsel ultra-high net worth clients on comprehensive tax services, including wealth transfer, charitable and retirement planning, and tax compliance. You will lead engagement teams focused on individual, fiduciary, gift...Senior
- PPM in Orlando, Florida is seeking experienced Environmental Engineers and Compliance Engineers to join their team. The role focuses on providing environmental compliance and technical support to diverse clients in various industries. The ideal candidates will have a B....Senior
- A leading financial institution is seeking a Senior Home Lending Advisor to provide expert guidance on home loans and promote financial products. The ideal candidate will have a strong background in mortgage lending, excellent communication skills, and the ability to train...Senior
- A leading financial services firm is seeking a Senior Home Lending Advisor in New York. This role requires outstanding knowledge of home lending products and the ability to guide clients through the mortgage process. Candidates should have 3+ years of experience in mortgage...Senior
- TwinThread is looking for a Senior Home Lending Advisor to join their Chase Home Lending team in New York. This role involves serving as the primary contact for customers throughout the loan process, while collaborating with branch teams to enhance customer experience....Senior
- TwinThread is looking for a Senior Home Lending Advisor in the Town of Florida to bring exceptional knowledge of home lending products. In this role, you'll guide clients through the loan process, adhering to regulatory requirements while collaborating with your team to...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Lending Strategist, Wealth Management. Be the first to apply!
Related searches
- strategist Florida, NY
- business strategist Florida, NY
- investment strategist Florida, NY
- senior brand strategist Florida, NY
- technology strategist Florida, NY
- media strategist Florida, NY
- strategy consultant Florida, NY
- communications strategist Florida, NY
- senior strategy consultant Florida, NY
- design strategist Florida, NY