Senior Sales Enablement Strategist – Business Banking
Senior Sales Enablement Strategist: A Vital Role in Business Banking In the competitive landscape of retail, business, and commercial banking, a pivotal role is emerging that is reshaping sales processes and service delivery: the Senior Sales Enablement Strategist. This position is designed to provide strategic support and advocacy for banking sales, driving excellence in client […]
LPL takes minority share in Private Advisor Group OSJ
As independent broker-dealers increasingly part ways with some of their large advisory practices known as OSJs, LPL Financial is reinvesting in one of its own Private Advisor Group, a hybrid RIA with more than $41 billion in client assets and nearly 800 advisors, announced Wednesday that it has sold a minority stake in itself to […]
Goldman Sachs’ VP promotions are down 33% in four years
Goldman Sachs VP Promotions: A Closer Look Goldman Sachs recently announced the promotion of a new class of vice presidents (VPs) and executive directors (EDs). This promotion comes after a rigorous selection process that seems to have become more challenging than ever before. A Decrease in Promotions According to a graphic on Goldman’s own website, […]
Banking Center Manager | Cleveland, OH, USA
Join the First Financial Bank Team as a Banking Center Manager If you are a charismatic leader with a knack for stellar customer service and the capability to lead a high-performing team, you might find the role of a Banking Center Manager (BCM) at First Financial Bank an ideal fit for your career aspirations. Located […]
A Massachusetts mutual bank moves into private banking
Salem Five’s Foray into Private Banking Salem Five, a Massachusetts-based community bank, is taking a bold step into the world of private banking. Having earned its name by accepting deposits as small as a nickel over a century ago, the bank is now focusing on expanding its services to cater to the high-net-worth segment. While […]
Morgan Stanley’s bitcoin product draws $104 million
Morgan Stanley’s Bitcoin Product Draws $104 Million from Wealthy Clients As digital-asset prices unravel, Morgan Stanley has drawn outsized demand from wealthy clients for a complex, new bitcoin-linked product. The bank this month sold $104 million of structured notes tied to BlackRock’s iShares Bitcoin Trust, in a deal five times larger than the next most […]
CFPB is transferring its cases to DOJ
The Consumer Financial Protection Bureau Transfers Active Litigation to the Justice Department The Consumer Financial Protection Bureau (CFPB) has made a significant announcement regarding the transfer of all its active litigation to the Justice Department. This decision has been confirmed by statements from Sen. Elizabeth Warren, D-MA, and the workers union representing the agency. Details […]