- Wells Fargo (Purchase, NY)
- …inorganic growth. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing ... will build trust and relationships with the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the… more
- JPMorgan Chase (New York, NY)
- …(TA). As a Finance & Business Management Vice President within the Asset Management Client Service F&BM team, you will partner with senior business ... Collaborate with BM counterparts across each business on various projects + Prepare senior management for internal and external meetings through presentation &… more
- CIBC (New York, NY)
- …particularly within the energy ecosystem and the impact of technology. Our client -centric approach leads with M&A and other financial advisory services ... industry and financial analysis to assist with the development of client recommendations + Lead industry comparable value and transaction precedent analyses +… more
- Santander US (New York, NY)
- …Make:** The VP, Corporate Banking Relationship Manager is responsible for supporting Senior Relationship Managers with client management , transaction ... select contacts at assigned clients with associated budget and financial goals; attend client meetings as needed....composure and confidence in front of clients and Bank senior management . * Strong interpersonal and presentation… more
- JPMorgan Chase (New York, NY)
- …overall client service and operational efficiency. + Collaborate with senior leadership to align solution goals with broader business objectives. + **Solution ... and strategy effectively to stakeholders at all levels. + ** Financial and Performance Management :** + Manage solution...management , with a track record of success in senior leadership roles. + Proven experience in product … more
- CIBC (New York, NY)
- …oral and written communication skills to effectively communicate complicated concepts and financial data to senior management + Excellent organizational ... for the Global Trading Credit provides counterparty credit analysis for non-bank financial institutions working closely alongside a senior member of the… more
- Owens & Minor (New York, NY)
- …the corporate decision-making and direction-setting process as part of the sales senior management team (new service options, pricing strategies, manufacturer ... of the use of CRM technology (such as Salesforce.com). + Excellent financial management skills and validated distribution P&L experience; Demonstrated expertise… more
- MUFG (New York, NY)
- …+ Manage progress of individual tasks & RAID for the initiatives, escalate to senior management promptly and effectively + Engaged with other stakeholders both ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...MS application skills, including Excel and PowerPoint to enable senior management reporting + A structured and… more
- Bank of America (New York, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers...+ Account Management + Business Acumen + Client Management + Client Solutions… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients ... how JP Morgan manages investments + Serve as the senior leader for client events and meetings...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more