• Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
    City National Bank (08/07/25)
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  • Director, Applied Analytics

    Publicis Groupe (New York, NY)
    …our clients unlock growth. Through the Power of One, we are seamlessly connected to partner with our clients so that they can Unlock Growth in the Platform World." - ... across our network and around the globe. This is a unique opportunity to partner with iconic brands on their marketing transformation journey. You will help enable… more
    Publicis Groupe (08/07/25)
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  • Business Development Senior Director, Global…

    CBRE (Albany, NY)
    …+ Help develop and support the pricing strategy required for each solution and client pursuit. + Partner with legal, risk, and commercial teams to develop ... Director, Global Occupier Accounts Job ID 210942 Posted 02-May-2025 Service line GWS Segment Role type Full-time Areas of...Remote - US - United States of America **The client -facing title for this role is Senior Managing Director,… more
    CBRE (08/02/25)
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  • Associate Banker SAFE Act LO - C12/AVP for Wealth…

    Citigroup (New York, NY)
    …suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... are directly affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed… more
    Citigroup (06/19/25)
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  • Group Director, Account Management (Traditional…

    Quad (New York, NY)
    Rise is an award-winning, full- service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary ... delivering an exceptional Rise/Quad experience and acting as a critical partner in their marketing ecosystem. Interacting and influencing senior marketing leaders,… more
    Quad (06/13/25)
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  • Investment Relationship Officer SAFE Act - C12…

    Citigroup (New York, NY)
    …across products, including our world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to exceed client ... opening process + Provide the highest level of customer service and teamwork to our clients + Possess an...requests are completed while maintaining constant communication with the client + Partner with Know Your … more
    Citigroup (06/03/25)
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  • Public Relations Account Supervisor - Financial…

    Finn Partners (New York, NY)
    …develops and executes high-quality strategic communications campaigns that exceed client expectations. Responsibilities: + Work with partner -level executives ... concurrent public relations account teams and programs. + Serve as day-to-day client contact under senior team account leaders, managing account timelines and… more
    Finn Partners (05/22/25)
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  • Branch Complex Director

    Wells Fargo (Purchase, NY)
    …and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, ... and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the...partner with key stakeholders to solve problems and client concerns **Job Expectations:** + Individuals in Loan Originator… more
    Wells Fargo (08/10/25)
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  • Regional Sales Manager - Vice President

    SMBC (New York, NY)
    …Execute root cause analysis and implement corrective actions to enhance client service levels and, ultimately, satisfaction. **Role Objectives: Interpersonal** ... client relationships and aviation finance brand. Coordinate and help oversee client service , including equipment acquisition process, liaising with equipment… more
    SMBC (07/29/25)
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  • Relationship Manager Senior

    City National Bank (New York, NY)
    …all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client contact - networking & being ... trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service ...client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship… more
    City National Bank (08/13/25)
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