Lending Transaction Lead for Wealth Management
MassMutual
MassMutual Wealth Management (MMWM) is seeking a Lending Transaction Manager to lead lending opportunities from opportunity assessment through funding. You will work at the intersection of advisors, clients, lenders, and enterprise partners, shaping how lending is deployed as a core wealth management strategy. You will influence advisor behavior, own a diversified pipeline, and drive adoption of sophisticated lending solutions across high net worth segments, while collaborating with legal, risk, #J-18808-Ljbffr MassMutual
- JPMorgan Chase & Co. is a leading global financial services firm... ...segments including Asset & Wealth Management, Corporate and Investment Banking... ...the PLP ProgramPartner with Lending Specialist to understand... ...commercial banking, financial transaction processing and asset...SuggestedWork at office
$163.6k - $245.4k
Job Description Program Management Senior Lead (SVP) - Wealth Lending The Program Management Senior Lead (SVP) provides leadership, oversight and hands on delivery and coordination of large scale, complex, cross‑functional programs and projects within the Wealth Lending...SuggestedFull time- Citi is seeking a Program Management Senior Lead (SVP) for Wealth Lending in New York. The role delivers end-to-end program execution, coordinating cross-functional teams, governance, and risk management to align with business and regulatory objectives. The candidate will...Suggested
- ...integrate sophisticated investment management, capital markets, trusts &... .... The Regional Team Lead is responsible for managing the... ...commercial banking, financial transaction processing and asset management... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...Suggested
$170k - $300k
ABOUT CITI WEALTH Citi Wealth is one of the world's largest wealth management businesses, serving clients across the full spectrum... ...suite of investment, lending, banking, and trust services, powered... ...Technology Book of Work Program Lead to serve as the central leader...SuggestedFull timeWorldwide- Goldman Sachs is seeking Wealth Management Professionals in New York to support client services and operations within the Private Wealth... ...role focuses on client service, relationship management, and transactional oversight in a fast-paced environment. #J-18808-Ljbffr...
$155k - $190k
OTC Derivatives Trade and Transaction Reporting Team Lead Join to apply for the OTC Derivatives Trade and... ...and the planet we all share. You will manage the OTC Derivatives Trade and Transaction... ...Sponsors U.S. - New York, NY Asset & Wealth Management, Growth Equity Investing,...Full timeLocal areaFlexible hours$120k - $200k
...Job Description What is the opportunity? As a Lead Underwriter for our US Wealth Management High Net Worth Tailored Lending business you will be responsible for underwriting Tailored Loans to our clients in the US. These loans will include Securities Based Loans...Full timeInterim roleImmediate startFlexible hours- CliftonLarsonAllen Wealth Advisors, LLC is seeking a Manager/Director - Transaction Tax to lead tax due diligence engagements for acquisitions and dispositions. You will build strong client relationships, mentor teams, and coordinate with SALT, International, and Federal...
- ...affordable homeownership among all customers and communities while managing regulatory and reputational risk. The Strategy and... ...affordable homeownership.As the Vice President, Strategy Lead in Chase Home Lending Access & Affordability team you will be responsible for providing...Work at office
$170k - $212.55k
...Title:Vice President, Portfolio Management Team Leader - Juris Banking... ..., driving day-to-day lending team execution and cross-functional... ...escalation point for standard transactions and portfolio risks.Partner closely... ...impacting various projects.Lead and develop a team;...Full time- ...and does not solicit or manage individual investor... ...Private Client Advisors, Wealth Partners, Family Office... ...financial wellness.Corporate Lead Generation Identify... ...and with Trust/Lending when corporate transitions... ...commercial banking, financial transaction processing and asset...Work at office
- Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow your career by leveraging your skills in... ...continuous improvement and professional mobility.As a Agility Manager Lead in JP Morgan Wealth Management, you will play a significant...Temporary work
- Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow your career by leveraging your skills in... ...continuous improvement and professional mobility.As a Agility Lead in the Wealth Management team, you will guide solution delivery...
- The Practice Management and Advisor Development team is responsible for delivering subject matter... .... Job SummaryThe Divisional Program Lead for the Advisor Growth Program (AGP) is responsible... ...business experience, preferably within wealth management, with a strong understanding...Home office
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...
- AT&T is seeking a Senior Real Estate Manager to support portfolio strategy and transaction execution across assigned geographies and/or asset classes. This role drives real estate optimization, manages complex transactions, and partners with business leaders to deliver...For contractors
- Baker Tilly US is seeking a High Net Worth Tax Principal to lead the private wealth tax practice, serving wealthy individuals, family offices... ...staff and driving practice growth. You will mentor teams, manage client relationships, and deliver strategic tax solutions across...Private practice
- JPMorganChase, within J.P. Morgan Wealth Management, seeks a Vice President, Strategic Execution Lead to drive the ConnectWealth transformation, modernizing investment platforms and enhancing advisor experiences. You will translate strategy into measurable outcomes, manage...
- Arnold & Porter seeks a Business Development Manager to support transactional practices in New York or Washington, DC. You will partner with practice... ...chairs and attorneys to develop and execute BD strategies, lead pitches and proposals, and elevate the firm’s market...
- ...coordinate closings with outside counsel and internal teams. Responsibilities include understanding complex transaction structures, navigating entity management, and supporting development/construction contracts and related issues, while collaborating with various departments...
- ...financial services group is seeking an Associate/Vice President to manage risk and support various committees. Ideal candidates should... ...Python is desirable. Responsibilities include managing the Transaction Committee Approval Process, reviewing submissions, and enhancing...
- Citi is looking for a Retail Lending Data Governance Senior Lead Analyst based in New York. This crucial role involves leading initiatives for the... ...Strategy while ensuring compliance and enhancing data management practices. The ideal candidate has over 10 years of experience...Work at officeRemote work
- Citi Belfast seeks a Transaction Management Specialist to draft and negotiate contracts, coordinate with clients and internal teams, and ensure regulatory compliance. The role requires strong negotiation skills and the ability to manage complex documentation within tight...Full timeContract work
- NewEdge Wealth LLC seeks a Wealth Strategist to lead sophisticated planning engagements for UHNW clients, focusing on cash flow, liquidity, estate and tax planning, business succession, and philanthropy. Reporting to the Head of Wealth Strategy, you will prepare comprehensive...
- Chase’s Wealth Management team seeks an Agility Lead to guide solution delivery teams in adopting agile practices across the product lifecycle. You will facilitate discussions, coaching, and decisions to drive continuous improvement and high performance. With experience...
- BDO USA in New York is seeking a Workforce in Transactions Manager to lead human resources due diligence and integration for mergers, acquisitions, spin-offs and dispositions for private equity and corporate clients. Our team identifies HR risks and designs go‑forward...
- InforCapital, partnership is hiring a Portfolio Manager for its Private Credit investment team in New York. The role focuses on managing third-party asset managers, emphasizing direct lending and private credit strategies. The ideal candidate will have experience in private...
- ...Specialist in New York to serve as the subject matter expert delivering the value proposition of our Unified Managed Account platform for Global Private Bank and US Wealth Management. You will train advisors, design resources, and champion adoption of the ConnectWealth...
- ...and custom pitches, coordinating with sales, advisory, and implementation teams to keep pursuits on track. You will translate wealth-management concepts into clear content, build trackers for multiple projects, and leverage AI tools to speed drafting while maintaining accuracy...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lending Transaction Lead for Wealth Management. Be the first to apply!
- absence management specialist New York, NY
- director of knowledge management New York, NY
- regional director of revenue management New York, NY
- workforce management specialist New York, NY
- director revenue management New York, NY
- endpoint management New York, NY
- weight management New York, NY
- pain management New York, NY
- director vendor management New York, NY
- quality management coordinator New York, NY

