Department: Wealth, Brokerage and Premier Banking Company: **Members Only** Location: Miami,... Florida, USA SEO friendly job title: Wealth Advisor III in Miami, Florida - **Members Only** H1 Heading: Join Our Team as a Wealth Advisor III in Miami, Florida...
Title: Senior Manager, Senior Counsel- Commercial Bank - Strategic Investments Group (Hybrid) Job Responsibilities: The Senior Manager, Senior Counsel will be a vital member of the legal team at the company, specifically supporting the Strategic Investments Group (SIG) within the Commercial Bank....
Title: Assistant General Counsel- Litigation & Asset Resolution Job Responsibilities: The Assistant General Counsel for Litigation & Asset Resolution is tasked with providing legal counsel to the company on legal risks and representing its interests in various litigation matters. The primary focus...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess a working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as necessary and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding. - Work with advisors to develop business opportunities with new and existing clients. - Collaborate on the...
Title . Private Bank – Private Banker – Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Director, Global Head of Sanctions Compliance Job Responsibilities: - Administer, maintain, coordinate, and monitor the day-to-day compliance of the **Members Only** FinTech Compliance Team (MFTC) with sanctions-related laws, regulations, policies, programs, initiatives, rules, and reporting requirements. - Manage, administer, and enhance all aspects...
Title: Intern, Advocacy Job Responsibilities: The primary responsibility of the intern in the Advocacy role is to engage with the Advocacy Group and collaborate with Associates in Research, Legal, and Capital Markets. The intern will be tasked with specific projects that need...
Title: Client Intelligence Group Officer Job Responsibilities: - Serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time-sensitive research products for key internal stakeholders. - Independently execute investigative due diligence and risk assessments....
Title Head of Advisory Job Responsibilities The Head of Advisory is responsible for understanding . sanctions laws and regulations (OFAC) and should be familiar with other sanctions regimes, including those of the EU and UK. The primary responsibilities include: - Assessing direct and indirect...
Title: Senior Trust Officer Job Responsibilities: - Administer and manage complex trust relationships within client accounts, utilizing deep experience and technical understanding. - Act as the primary point of contact for clients on trust account relationships, ensuring regular communication and overall trust administration...