Private Bank Wealth Advisor IV - East Cleveland Huntington Bancshares IncPrivate Bank Wealth Advisor IV - East ClevelandBeachwood, OHBasic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Preferred Qualifications: Securities and life insurance licenses Demonstrated success working with high net worth clients Proven ability to build strong relationships with clients Excellent written and verbal communication skills Ability to multi-task.
Senior Investment Advisor Park Avenue GroupSenior Investment AdvisorCleveland, OHWorking closely with licensed branch bankers, the Senior Investment Advisor will build trusted relationships, provide tailored financial guidance, and deliver an outstanding member experience. This is an exceptional opportunity for an experienced investment professional to help credit union members achieve their financial goals through personalized investment and insurance solutions.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IICleveland, Ohio$121,900–$262,100 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Wealth Mangement Advisor I Fifth Third BankWealth Mangement Advisor IAkron, OhioThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorWestlake, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor-Strongsville U.S. BancorpWealth Management Advisor-StrongsvilleStrongsville, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Category Advisor, Proprietary Food Program BP PlcCategory Advisor, Proprietary Food ProgramWestlake, OHSkills: Agility core practices, Agility core practices, Agreements and negotiations, Analytical Thinking, Business Acumen, Commercial Acumen, Communication, Continuous Improvement, Continuous Learning, Creativity and Innovation, customer and competitor understanding, Customer centric thinking, Customer data knowledge, Data Analysis, Data visualization and interpretation, Decision Making, Digital Collaboration, Digital Fluency, Industry knowledge and advocacy, Integrated pricing, Knowledge Sharing, Leading transformation, market, Negotiation planning and preparation, Offer and product knowledge {+ 13 more}. Support the Senior Manager in managing the Deli category, including product assortment, pricing, promotional planning, and menu/item lifecycle management.
Senior Associate, Enterprise Advisors Enterprise ResidentialSenior Associate, Enterprise AdvisorsCleveland, District of ColumbiaAdvisors’ seeks a senior associate with GIS and data analysis experience for our growing I&T Practice Area to support a portfolio of work thatprovides technical expertise to cities and counties focused on reforming their land use and zoning policies to produce affordable housing. Our Incubation and Trends (I&T) practice area explores and incubates new areas of work and scales place-based solutions including the intersections of data and technology, land use and zoning, and partnerships to cultivate solutions to new and persistent community challenges.
Investment Advisor OC Federal Credit UnionInvestment AdvisorGarfield Heights, OhioOhio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties. The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members.
Enterprise IT Communications Advisor, Senior or Advanced The Federal Reserve SystemEnterprise IT Communications Advisor, Senior or AdvancedCleveland, OH$121,000–$166,000 / yearAs an IT Advisor, you will be an integral part of our communications team, helping lead, draft, and coordinate executive and key stakeholder communications during high-impact IT incidents in collaboration with the Enterprise Incident Management (EIM) team. Provide support for communications tool, including, but not limited to ongoing maintenance, coordinating business requirements for requested enhancements and testing, maintaining user access and coaching key stakeholders on communications skills.
Senior Associate, Enterprise Advisors Enterprise Community Partners IncSenior Associate, Enterprise AdvisorsCleveland, OH$64,000–$75,000 / yearAdvisors' seeks a senior associate with GIS and data analysis experience for our growing I&T Practice Area to support a portfolio of work that provides technical expertise to cities and counties focused on reforming their land use and zoning policies to produce affordable housing. Our Incubation and Trends (I&T) practice area explores and incubates new areas of work and scales place-based solutions including the intersections of data and technology, land use and zoning, and partnerships to cultivate solutions to new and persistent community challenges.
Senior Communications Advisor Federal Reserve Bank of PhiladelphiaSenior Communications AdvisorCleveland, OhioAs a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank’s ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions.
NewClient Coverage Advisor AILClient Coverage AdvisorAkron, OHRemoteAO Globe Life is seeking a Client Coverage Advisor to help individuals and families understand insurance products that may support their financial protection goals. You will work remotely, speak with clients through virtual appointments, and provide a clear, helpful experience throughout the coverage review process.
Senior Fixed Income Credit Analyst - PNC Capital Advisors PNC BankSenior Fixed Income Credit Analyst - PNC Capital AdvisorsCleveland, OhioAnalytical Thinking, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Managing Multiple Priorities, Problem Solving, Quantitative Research, Quantitative Techniques, Research Analysis Work Experience . In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementCleveland, OhioIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewBusiness Experience and Planning Advisor Senior - Data and Automation - (Clarizen, Initiative Funding Application (IFA), Benefits Realization Metrics (BRM), Oracle Fusion, Ariba, Tableau) PNC BankBusiness Experience and Planning Advisor Senior - Data and Automation - (Clarizen, Initiative Funding Application (IFA), Benefits Realization Metrics (BRM), Oracle Fusion, Ariba, Tableau)Strongsville, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewSenior Home Lending Advisor- Cleveland, OH JPMorgan Chase & CoSenior Home Lending Advisor- Cleveland, OHCleveland, OHJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Cleveland, OH$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming) KeyCorpVice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)Cleveland, OHRemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
NewWealth Planning Advisor WealthBridge Financial GroupWealth Planning AdvisorCleveland, OhioJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.