Morgan Stanley buys EquityZen in CEO Ted Pick’s first deal
Morgan Stanley Acquires EquityZen Morgan Stanley has recently announced its acquisition of EquityZen, a trading platform for shares in private companies. This strategic move by the Wall Street giant is aimed at expanding its offerings for fast-growing startups, providing clients of Morgan Stanley’s wealth business with easier access to investing in private firms and offloading […]
JPMorgan prospers on payments | Banking Dive
JPMorgan Chase Sees Growth in Revenue from Payments Services JPMorgan Chase, the largest bank in the United States, is experiencing significant growth in its revenue from payments services on the commercial bank side of its business. According to a source, the company reported a 13% increase in revenue from the payments segment in the third […]
Pepper Money in early talks to acquire Westpac’s RAMS portfolio
Pepper Money in Early Talks to Acquire Westpac’s RAMS Mortgage Broking Portfolio Pepper Money, an Australian financial services company, has recently been involved in preliminary discussions with Westpac, a leading Australian bank, regarding a potential acquisition deal for the bank’s RAMS mortgage broking portfolio. While the negotiations are in the early stages and no formal […]
Portfolio Manager III – Nonprofit & Institutional Banking
Understanding the Role of a Portfolio Manager III in Nonprofit and Institutional Banking The portfolio manager III position in the Nonprofit and Institutional Banking sector is a crucial role, focused on managing the long-term risk-adjusted returns for the bank within an assigned business segment or geographic area(s). It involves handling a subset of existing credits […]
Business Banking Loan Specialist II
Position Description and Key Accountabilities The role of a Business Banking Loan Specialist II is a critical one within the banking industry. This position is primarily responsible for working in tandem with Business Banking teammates to collect necessary documents prior to loan closing, create loan documents through the bank’s internal documentation system, and ensure all […]
Customer Service Representative – Part Time – Bank Plaza
The Role of a Customer Service Representative (CSR) in a Banking Environment In the fast-paced world of banking, a Customer Service Representative (CSR) plays a crucial role in maintaining a positive work environment and providing exceptional service to new and existing clients. The responsibilities and expectations of a CSR extend beyond typical customer service duties, […]
Relationship Associate Senior Business Banking
Understanding the Role of a Relationship Associate in Senior Business Banking The role of a relationship associate in senior business banking is a pivotal one, as it revolves around direct client interaction, operational tasks, sales consultations, and ensuring top-notch client service. This role requires proficiency in managing all aspects of branch transactions and maintaining a […]
How to find a financial planning mentor and why it’s key
Wealth Management Mentorship: A Key to Success Wealth management can be a notoriously difficult field to succeed in, with Cerulli Associates placing the rookie washout rate at more than 70%. One potential lifeline for early-career advisors: mentorship. A recent McKinsey study found that “many mid-tenure advisors attribute their success in early years to mentoring and […]
I left my job in a bank to live in a van and scythe by moonlight
The Journey of a Software Developer In his 20s, Ted Jones worked as a software developer for a small investment bank in London. However, those days are long gone now. He has chosen a completely different path in life, living in a van and sharing custody of his children. His current home base is in […]
Director, Banking Center Manager | Prospect, CT, USA
Why Choose a Career at Webster? The Answer is People First Webster Financial Corporation, a leading commercial bank founded in 1935, invites you to join the team where your career potential can expand, and you can enjoy meaningful work. Webster’s focus has always been on putting people first and going the extra mile to help […]