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You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders-helping them transform workflows in customer service, lending operations, risk management, and branch productivity. Deep familiarity with how banks buy technology-including vendor risk managemen
Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is com
Experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate. Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $25M to $100M supporting the Emerging Middle Market area of our
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J. Serve as a subject matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed
To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach. The CLM Analyst is responsible for supporting the underwriting and monitoring of a material
A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships.
The ideal candidate will have a minimum of 7 years' experience in the Financial Services industry with an experienced domain consultant with a strong background in commercial lending, syndication, and loan trading. Strong Knowledge Areas: Expertise in Commercial Lending and Syndication. About Us Inf
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. Aid the Advisors by building and maintaining client relationships through processing requests, resolving iss
Two years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in asset
A leading financial services firm is seeking a Divisional Director of Lending to drive growth and profitability within their Wealth Management division.
A leading wealth management firm is seeking an experienced Client Manager, Director for their San Francisco team. You will be responsible for managing complex client relationships, performing in-depth investment analysis, and leading investment deployments. Candidates should have at least 5 years of
Ideal candidates will have over 5 years of experience in risk management within banking, knowledge of federal compliance regulations, and strong analytical and communication skills. In this role, you will support the execution of risk management programs and evaluate control design effectiveness. A
You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders—helping them transform workflows in customer service, lending operations, risk management, and branch productivity. Deep familiarity with how banks buy technology—including vendor risk manag