Senior UHNW Private Wealth Credit Underwriter
NACBA
NACBA is seeking a Senior Credit Underwriter to conduct thorough risk assessments and document credit analyses to support profitable loan growth. This role involves working closely with Credit Advisors and managing existing credit relationships for ultra-high-net-worth clients. The ideal candidate will possess strong financial analysis skills and over 10 years of commercial credit experience. A Bachelor's degree in finance or related fields is preferred. This position offers competitive pay and the potential for annual discretionary incentives. #J-18808-Ljbffr NACBA
- ...responsible for supporting credit underwriting and monitoring for new and existing... ...Underwriter II (CUII) / Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports... ...years of commercial and/or private wealth management credit experience...SeniorPrivateWork at officeShift workDay shift
$98k - $162.5k
...responsibilities include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateWork at officeShift workDay shift- NACBA is seeking a GWIM Securities Based Lending Custom Credit Underwriter II to support clients' credit underwriting and monitoring. The role involves leading credit analysis, managing portfolios, and ensuring compliance. The ideal candidate has expertise in financial...SeniorFull timeWork experience placement
- A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree in...SeniorPrivateFull timeWork at office
- ...Underwriter Position Available IAT Insurance Group, TransGuard has an immediate opening for an underwriter to join our Moving and Storage... ...in E-Verify. IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance...SeniorPrivateWork at officeImmediate startRemote work
$120.75k - $189k
Senior Investment Strategist - Overview Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. As a Senior Investment Strategist you will work directly with sophisticated, high...SeniorPrivateLocal areaFlexible hours$120.75k - $189k
...Senior Investment Strategist Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective --- from the global macro-economic environment...SeniorPrivateLocal areaFlexible hours$94.34k - $122.64k
...Commercial Loan Officer to manage loan applications and maintain customer relations. This role requires interviewing applicants, underwriting loans, and ensuring compliance with loan policies. The ideal candidate will possess a Bachelor's degree and five years of...Senior$93k - $109k
Senior QA Systems Analyst - Wealth Management page is loaded## Senior QA Systems Analyst - Wealth Managementlocations: MO - Kansas City Downtown/Plaza... ..., estate and tax planning, investment management, private banking and trust administration services. Our approach...SeniorPrivateFull timeShift work$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- The Cobnks Bank is seeking a highly skilled Senior Credit Officer in Kansas City, MO to manage the underwriting and decision-making on business credits received. You will ensure compliance with lending policies while building relationships with major clients. Candidates...Senior
$99.75k - $157.06k
UMB Financial Corporation in Kansas City is seeking a Senior Investment Strategist to oversee investment processes for high-net-worth clients. You will be responsible for developing asset allocation strategies and managing advisory accounts with a strong focus on client...SeniorPrivate$109.3k - $180.2k
...Imagine loving what you do and where you do it. Job Category: Underwriting. Compensation: The annual base salary range is $109,300.00 - $... ...Construction Services team, which provides surety bonds to public and private owners of construction projects. Underwriters also analyze...SeniorPrivateFor contractorsLocal area- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent...Private
- ...bank's growth objectives. The Senior Commercial Banker's primary... ...introductions to our experts in private banking, treasury management,... ...--portfolio managers, credit, closing, document preparation... ...Credit background (commercial underwriter, portfolio manager, credit analyst...SeniorPrivate
$55k - $151.47k
...regulations and optimise their tax positions. In private tax at PwC, you will focus on providing... ...executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems, mentor...SeniorPrivateFull timeH1b- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients....PrivatePermanent employment
- J.P. Morgan Wealth Management - Private Client Advisor - Wichita, Missouri Posted 1 day ago, among the... ...services, including personal banking, credit cards, mortgages, auto financing,... ...ranking first in customer satisfaction. Seniority Level Not Applicable Employment Type...Full time
- Senior Associate, Credit & Asset Management Job Category: Credit & Asset Management Requisition Number: SENIO002118 Posted : February 18, 2026... ...finance or structured credit with an asset management firm, private equity firm, lender, owner/operator, servicer, rating agency...SeniorPrivateFull timeWork at office
$81.7k - $135k
...Tax - Sales and Use Lookback Review COE - Senior Will you shape the future or will the... ...and reporting needs for both public and private entities. You’ll develop and implement strategies... ...opportunities for tax optimization, credits, and refund recovery, as well as exposure...SeniorPrivateSummer holidayImmediate startFlexible hours- ...Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive... ...agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose...PrivateWorldwide
$75k - $140k
...A leading insurance provider is seeking an experienced excess and surplus lines underwriter in Missouri. This role focuses on underwriting commercial property and casualty business, collaborating with producers, and mentoring junior team members. The ideal candidate should...Senior$74.4k - $99.6k
...Senior Underwriter (MO) page is loaded## Senior Underwriter (MO)remote type: Remotelocations: Missouri, USAtime type: Full timeposted on: Posted Todayjob requisition id: R8830Headquartered in the Central Florida city of Lakeland, Summit employs over 700 office and field...SeniorFull timePart timeSeasonal workWork at officeRemote work$85k - $115k
...Remote (Midwest Territory – Kansas City region focus) Employment Type: Full-Time Why This Role Is Different This isn’t a back-office underwriting role. You’ll own a defined territory, manage an established book of business, and work directly with agents and principals to...SeniorFull timeContract workTemporary workRemote workWork from home- ...Personal Lines Underwriter IAT Insurance Group has an immediate opening for a personal lines underwriter, from our Milwaukee, Wisconsin... ...in E-Verify. IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance...PrivateWork at officeImmediate startRemote work
$125k - $150k
...Our client, a nationally recognized P&C Insurance Leader, is seeking to bring on an experienced Senior E&S Commercial Casualty Underwriter as part of its continued growth through the Midwest region. This role is responsible for managing a portfolio of Commercial Casualty...SeniorRemote workFlexible hoursShift work$98k - $130k
...Position Summary The Private Banker II builds and actively manages... ...and business deposit, wealth management and loan relationships... ...Ensure all loans adhere to the credit/financial requirements for... ...financial analysis and credit underwriting skills. Ability to analyze...PrivateTemporary workWork at officeLocal areaImmediate startFlexible hours- CNA is seeking a Large Account Primary Casualty Underwriter to manage a portfolio of casualty business. The ideal candidate will have at least 5 years of underwriting experience and will work from various locations including Kansas City, TX, or Chicago. The role involves...Senior
- W. R. Berkley Corporation seeks a Senior Underwriter for Intrepid Direct Insurance in Overland Park, Kansas. This role involves managing large account underwriting, collaborating with various teams, and evaluating account profitability. Candidates should have at least...SeniorRelocation package
- Continental Casualty Company in Overland Park, Kansas, is seeking an individual contributor to manage a complex book of business in underwriting. This role involves analyzing risks, developing pricing strategies, and mentoring less experienced underwriters. The ideal...Senior
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