VP Lending Advisor Wealth Management & SBL Expert
00002 Citibank, N.A.
00002 Citibank, N.A. is seeking a Vice President, Lending Advisor, to integrate lending solutions for clients focused on wealth management.
This role involves partnering with Wealth Advisors, advising high-net-worth clients, and maintaining a compliant loan portfolio. Candidates should have 5+ years in private banking, strong credit acumen, and experience in Securities-Based Lending. The position is based in Los Angeles, California, and includes responsibilities that drive growth and delivery of tailored financial solutions.
#J-18808-Ljbffr- ...Overview Citi Wealth Lending provides competitive borrowing... ...’s broader Wealth Management goals. Our Lending Advisors serve as dedicated... ...-worth clients. The VP Lending Advisor... ...and subject‑matter expert for regional lending... ...particular focus on SBL and Structured Lending...Suggested
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...business, J.P. Morgan Advisors, Personal Advisors and Self-... ...20 offices. As a Custom Lending Specialist within JP Morgan... ...solutions-oriented lending expert and the primary point of contact...Suggested
- ...A private lending platform in Los Angeles is seeking an experienced Corporate Loan Officer to manage borrower relationships and drive loan production. Your main responsibilities include originating loan opportunities and collaborating with internal teams to evaluate and...SuggestedFlexible hours
- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal candidate will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW...SuggestedRemote jobFull time
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Wealth Enhancement Group is seeking an Associate Regional Vice President in Los Angeles. This remote position focuses on business development... ...will have at least 3 years of sales experience in wealth management, excellent communication skills, and the ability to build...SuggestedRemote job$150k - $175k
SCS is seeking a Vice President (VP) in Los Angeles, California. This role involves managing client investments and ensuring a high-quality service experience.... ...degree and significant experience in investment or wealth management. The position requires strong analytical...$164k - $250k
...leading financial services firm in Los Angeles is seeking a VP Financial Advisor to enhance client relationships and facilitate financial... .... The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role...$130k - $180k
...Capital is launching a dynamic new Wholesale Lending platform — and we’re looking for a leader... ..., differentiated, and in high demand. The VP, Wholesale Lending will design, launch,... ...wholesale broker audiences. Recruit, develop, and manage a team of Account Executives and sales...Full time- ...institution in Los Angeles is seeking an experienced credit professional with over 10 years of experience in commercial credit or wealth management. This role involves driving loan growth, managing client relationships, and collaborating with teams to ensure asset quality....
$126.4k - $267.5k
Job Description The Credit Advisor (CA) is a client‑facing role responsible... ...relationships with strategic wealth clients, driving funded loan... ...and profitable manner, managing a portfolio of existing... ...Risk, Product Subject Matter Experts, Portfolio Management, and Servicing...Shift workDay shift$180k - $225k
...Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...required to meet and interact with prospective clients and their advisors. The Wealth Director should be well versed in a range of...Work at officeLocal area$180k - $225k
...Wealth Director Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer... ...with prospective clients and their advisors. The Wealth Director should be well versed...Work at officeLocal area$90k - $100k
City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates...$180k
ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins as a successful CPA firm. Multidisciplinary team includes CPAs, MBTs, CFAs,...Full timeWork at office$158k - $195k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Credit Manager, Commercial Lending Full Time Management Beverly Hills, CA, US 5 days ago Requisition ID: 1116 Salary Range: $158,000.00 To $195,000.00...Full time$130k - $230k
...Vice President, Wealth Business Development As part of the Wilshire family, you can rest... ...with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic... ...from research and platform approval into advisor adoption, asset growth, and scalable...Work at officeWorldwideHome office- ...Vice President of Partnerships, FinTech & Lending About the Company Mission-driven nationally chartered financial institution partnering with fintechs on responsible lending solutions. Industry Banking Type Privately Held About the Role The Company...
- An established industry player in financial services is on the lookout for a meticulous Credit Analyst passionate about SME lending. This exciting role involves assessing loan applications, conducting thorough due diligence, and ensuring compliance with credit policies....
- Bank of America is seeking a Mortgage Loan Originator to manage loans for clients in Glendale, California. You will provide tailored financial solutions and support delivering various lending products, focusing on client engagement and relationship building. The ideal...
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have...Work at office
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a minimum of 5 years of experience and a CFP designation. The role focuses on driving revenue growth...Work at office
- ...Vice President of Wealth Management About the Company Respected investment advisory firm... ...the Role The Company is in search of a VP of Wealth Management to join their team.... ...years of experience as a client-facing advisor, and a strong background in investment management...
$150k
...Wealth Advisory Business Development Officer Job Location(s) US-CA Job... ...Marketing Department US Wealth Management Type Regular Full-Time... ...dealers), fostering relationships with advisors and positioning the firm's products and...Full timeWork at officeHome office$159.97k - $188.2k
...perceived credit risk. • Prepare memorandum to obtain senior management approval to issue proposals. • Proposal preparation and... ...or related field. • 10-15 years of experience in asset-based lending with strong people leader, communication, risk management, and...Temporary workLocal area- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...
$150k - $165k
A financial services company seeks a Vice President of Advanced Planning to guide high net worth clients in financial and estate planning. This role combines client engagement with comprehensive planning strategies, emphasizing emotional intelligence and collaborative skills...Remote job$200.72k - $301.08k
Itlearn360 is seeking an experienced Investment Counselor to manage and grow investment relationships. The role requires at least 8 years of experience in investment advice, collaborating with internal teams to provide solutions to clients, and ensuring compliance with...- ...Vice President of Residential Expert Center About the Company Company delivers integrated clean energy solutions—combining consulting... ...drives performance by disseminating best practices, coaching Managing Directors, and ensuring programs meet operational, financial,...Contract work
$170k - $350k
...career to the next level. As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships... ...Demonstrated understanding of wealth management including, but not... ...trusts and financial planning Expert knowledge of and proven success...Local area
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