3,745 Bank Wealth Management jobs in the United States

• Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
• Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships.
• Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates.
• Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
• Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
• Self-acquires new business by being active and well connected in the community.
• Other duties as assigned.

• A Bachelor's degree in Business, Economics, or Finance
• 7 years of experience sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
• 7 years developing and executing sales and marketing plans
• Series 7
• Series 66
• State Insurance License

• CFP or CTFA, CFA, CPA, JD, or MBA

About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial

Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing

Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the Banks risk tolerance, policies & procedures, and meet financing guidelines. Supports credit adjudication operations and initiatives. Provides training and support to teams and channels where the applications and transactions originate.

• Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis.

• Provides credit coaching, training and support to direct team and other stakeholders as required.

• Provides strategic input into business decisions as a trusted advisor.

• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

• Acts as a subject matter expert on relevant regulations and policies.

• May network with industry contacts to gain competitive insights and best practices.

• Influences and negotiates to achieve business objectives.

• Identifies emerging issues and trends to inform decision-making.

• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

• Conducts independent analysis and assessment to resolve strategic issues.

• Acts as the prime subject matter expert for internal/external stakeholders.

• Ensures alignment between stakeholders.

• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.

• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.

• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.

• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.

• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

• Supports credit due diligence activities for

Application Deadline :

09 / 29 / 2025

Address : 320 S Canal Street

Job Family Group :

Audit, Risk & Compliance

Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the Banks risk tolerance, policies & procedures, and meet financing guidelines. Supports credit adjudication operations and initiatives. Provides training and support to teams and channels where the applications and transactions originate.

• Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis.
• Provides credit coaching, training and support to direct team and other stakeholders as required.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Conducts independent analysis and assessment to resolve strategic issues.
• Acts as the prime subject matter expert for internal / external stakeholders.
• Ensures alignment between stakeholders.
• Develops and manages comprehensive information management systems; designs and / or leads initiatives to improve processes, analysis and reporting.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and / or streamlined reporting.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Supports credit due diligence activities for

Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the

Application Deadline:

09/29/2025

Address:
320 S Canal Street

Job Family Group:
Audit, Risk & Compliance

Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the

Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the