Senior Specialty Lending Specialist - Private Wealth
Citizens
Citizens in New York seeks a Senior Specialist in Private Bank and Wealth Specialty Lending to evaluate loan structures, underwrite complex credits, and monitor portfolios for risk-adjusted profitability. You will collaborate with Sales, Product, and Credit Risk teams, mentor junior staff, and ensure compliance with bank policies while delivering excellent client service across high-net-worth relationships. #J-18808-Ljbffr Citizens
$95k - $140k
Description A Specialty Lending Senior Professional facilitates the specialty loan underwriting and portfolio management processes for prospective and existing customers of Private Bank and Wealth Management. This is primarily accomplished through working with the Sales...SeniorPrivateWork at officeLocal areaMonday to FridayFlexible hours$350k
...Senior Advisor/Banker Our client is a growing super regional... ...-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust,... ...departments, teams and specialists to maximize cross-selling opportunities... ...+ years' experience in the wealth management industry as...SeniorPrivate- Overview Senior Specialist, Alternative Funds Lending to join our Credit Services Institutional Lending team. This role is located in New York, NY. Responsibilities... ...with ad-hoc reporting related to the portfolio. Lead specialty project related to financing facilities and...SeniorWork experience placement
- Citi Global Wealth brings together the full power of Citi... ...offices through Citi Private Bank, operates in the affluent... ...Wealth at Work. The Senior Wealth Advisor will... ...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many...SeniorPrivateFull timeWork at office
$80k - $90k
Senior Channel Specialist, Paid Search & Affiliate Marketing Remote United States About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC... ...by one of the leading private equity firms, Onex Partners... ...contribution Addition Wealth Financial Wellness...SeniorPrivateTemporary workSeasonal workLocal areaRemote workWork from home- ...Description We’re seeking a future team member for the role of Senior Specialist, Alternative Funds Lending to join our Credit Services Institutional Lending... ...ad‑hoc reporting related to the portfolio. Lead specialty projects related to financing facilities and...SeniorWork experience placementFlexible hours
$20.67 - $31.25 per hour
...commercial loans. The incumbent supports the growth and servicing of Specialty lines of business while providing high‑quality customer service... ...process and product projects. SYSTEM PROFICIENCY Laser Pro Lending AutoLoan Booking Doc Log Windows and MS Office Products (...SeniorHourly payFlexible hours2 days per week- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
$90k - $120k
Business Overview The Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings. The team is responsible for the design, governance, and lifecycle management of all products and investment...SeniorPrivateWork at office$161.25k - $236.5k
National Life Group is seeking a Senior Associate, Direct Lending to join their Private Credit team. This role involves evaluating and managing private credit investments with a focus on credit analysis, financial modeling, and due diligence. Candidates must have a bachelor...SeniorPrivate- RBC is seeking an Associate Wealth Management Banker in New York to support US Wealth Management in growing the cash and lending business. You will be the key contact for financial advisors and clients, build awareness of cash management and lending solutions, and drive...Flexible hours
$176.72k - $265.08k
...Wealth - Investment Sales Senior Lead - Senior Vice President Discover your future at Citi Working... ...Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds)... ...by applying expertise in product specialty. Help Private Bankers and Investment...SeniorPrivateFull time$225k - $250k
...Overview The Legal Wealth Advisor 3 is responsible for origination... ...relationships. The Legal Specialty Group (LSG) provides financial... ...investments. Act as the "+face" of private practice within LSG firm... ...Compensation rule of the Truth in Lending Act Proven success in the...PrivatePrivate practiceWork at officeLocal area- ...Opportunity This posting represents the type of Senior Portfolio Advisory Specialist roles featured within the Career Launch AI Private Job Board . It is not a direct job opening... ...leading investment bank, asset manager, or wealth and portfolio advisory platform may seek a...SeniorPrivateFull timeInternship
$175k - $210k
AllianceBernstein L.P. is seeking a Talent Acquisition Partner to join its Private Wealth Talent Acquisition Team in New York City. The role involves identifying and attracting Wealth Advisor talent nationwide and collaborating with key business partners to create an immersive...SeniorPrivate- Join us as a Senior Underwriting Specialist, Private Non-Profit, Financial Lines to play a highly influential role in protecting our clients and growing... ...areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining...SeniorPrivate
- Citi is seeking a Director for the Wealth at Work division in Beverly Hills, California. This role requires an expert in Private Banking with over 15 years of experience in the UHNW... ...and possess communication skills for senior negotiations. The Director will play a critical...SeniorPrivate
- ...North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will... ...personalized plans, manage key relationships, and work with internal specialists to deliver holistic client experiences, focusing on wealth...SeniorPrivate
- Bernstein Private Wealth Management seeks a Wealth Advisor to represent the firm within New York communities and grow a personalized practice around client segments you are passionate about. You will connect clients to Bernstein’s planning and investing expertise, acting...SeniorPrivate
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...your career to the next level. As a Lending Specialist in the Private Bank, you will manage... ...program Demonstrated understanding of wealth management including, but not limited to...PrivateLocal area
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorPrivateFull time$75k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs... ...philanthropic planning and private banking and lending services. As client needs evolve, this...SeniorPrivateFull timeTemporary workPart timeLocal area- Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific... ..., and integrating traditional and alternative investments with wealth planning and private banking #J-18808-Ljbffr Citigroup Inc.SeniorPrivate
- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing... ...clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong...SeniorPrivate
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorPrivate
- TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary...Senior
- Neuberger Berman is seeking a hands-on Product Governance professional to define eligibility, fees, and program design for private wealth products. You will translate business intent into operational rules and data specifications, collaborating with Legal, Compliance,...SeniorPrivate
- JPMorgan Chase & Co. is seeking a Lending Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role involves collaborating with a talented team to present credit solutions to ultra-high net worth clients. The ideal candidate should have...SeniorPrivate
$200k
...advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires... ...at $140,000, with strong potential for growth within 24 months at a fully remote capacity. #J-18808-Ljbffr Wedmont Private CapitalSeniorPrivateRemote jobFull time- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-... ...role involves advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15 years...SeniorPrivateVisa sponsorship
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