Asset & Wealth Management, Private Bank, Governance and Project, Associate - Dallas

YOUR IMPACT

As a member of the Private Bank Mortgage team you will play a key role in a growing business, where you will be part of a team that builds, manages and oversees the Private Bank Mortgage platforms (i) governance and controls framework; (ii) alignment with State & Federal legal / compliance requirements, and (iii) internal project management in order to deliver efficiencies and mitigate various risks that enables excellence in execution for its clients. This role will be working directly with the Private Bank Mortgage Management team, as well as coordinating with Private Bank Governance and firm wide project change management.

OUR IMPACT

The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored lending and banking products, such as bank loans, mortgages, deposits and margin financings, to high-net-worth clients of the firms global Wealth Management businesses. The Private Bank has an ambitious growth agenda which will require more investment in appropriately managing operational and regulatory risks.

The Private Bank Mortgage team has its main operational hub in Dallas, with sales distribution located in domestic Private Wealth offices. The Mortgage Team has established and oversees a robust governance and controls program, proactively aligning with the Private Banks governance and controls program. They examine processes and procedures to drive increase business efficiency and profitability, and providing legal and regulatory expertise in structuring specific mortgage transactions.

As part of the firms desire to increase durable revenues, the Private Bank is growing.

The Mortgage team is integral part of the Private Banks forward growth plans.

HOW YOU WILL FULFILL YOUR POTENTIAL General

• Managing multiple tasks and use sound judgment when prioritizing.
• Establishing trusted partnerships with peers, functional leads, and executive level stakeholders.
• Helping drive execution of the business strategy across multiple functions including new product development, risk management, reporting, and service delivery.
• Collaborating with large groups of cross-divisional resources to advance business objectives, including Private Bank Lenders, the Private Bank Underwriting team, the Private Bank Deposits team, Operations, Technology, Controllers, Treasury, Credit, Legal, and Compliance, as well as entity, divisional and firm leadership.
• Supporting the management of large-scale projects and business priorities; project management responsibilities could include leading cross-divisional working groups, establishing and managing project timelines and key deliverables.

Governance, Projects and Controls

SKILLS & EXPERIENCE WERE LOOKING FOR

Locations - Opportunity Overview CORPORATE TITLE

Associate

OFFICE LOCATION(S)

Dallas

JOB FUNCTION

External Product Specialists

DIVISION

Asset & Wealth Management

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