Overview. As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity including the collection of payments and investor waterfall distributions. Additionally, the team monitors and reports on various portfolio compliance requirements related to the underlying portfolio asset at...
Overview. The Chief of Staff supports an Executive Leadership Team member in overseeing the day-to-day strategic and operational thought partnership and execution. The Chief of Staff will serve as a key advisor the Executive, providing guidance on business decisions, managing projects, and ensuring effective communication both internally and internally. Primary Responsibilities. Work closely with the Executive to develop and implement strategic i...
Overview. Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their i...
Overview. Accountable for a revenue goal met through the acquisition of HNW clients from internal and external sources. Build and expand a book of business sourced through your COI network. Consult and coordinate on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities. Leads the client relationship team and has overall responsibility for assuring the c...
Overview. Responsible for providing the strategic direction for multiple product lines and / or services for major existing or new market segment(s). Designs product, and develops market strategies (i.e. advertising, pricing, expense planning, profit plans, packaging, future products etc.) and goals and assures successful implementation. monitors the achievement of such goals. Formulates and implements policy and procedures. Ensures that applicat...
Overview. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth / WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solut...
Overview. Serves as senior business analyst of custom and vendor digital products, including Solvas, for our rapidly growing Collateralized Loan Obligation (CLO) business. This position involves working closely with product managers, researchers, UX designers, engineers, and business stakeholders and subject matter experts (SMEs) to analyze, document, and optimize digital systems that support CLO operations, reporting, compliance, and payments. P...
Overview. Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their i...
