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Leads client onboarding journey, collaborating with Managing Director and Product Advisor to open new accounts Analyze and manage data sources/CRM to identify top clients and prospects; Determine potential cross sell opportunities and participate in the sales process; Develop and maintain deep understanding of SVB's products and anticipate clients' needs for these product
Posted 7 days ago
Risk Consulting Provides objective oversight of risks through a best in class consultative approach using defined methodologies and subject matter expertise. Provides leadership, consultation, and support for risk management. Fosters business unit relationships and implements training to promote engagement in risk management programs, including compliance with all risk po
Posted 23 days ago
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