• Citi Wealth - Wealth Relationship Manager - Outer…

    Citigroup (Brooklyn, NY)
    …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
    Citigroup (09/30/25)
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  • Wealth Relationship Manager - Safe ACT…

    Citigroup (Yorktown Heights, NY)
    …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
    Citigroup (09/26/25)
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  • Global Account Director

    Lionbridge Technologies (Albany, NY)
    …trusted advisor by delivering insights and recommendations that anticipate client needs and create competitive advantage. + Conduct regular business reviews, ... lead one of our most exciting and dynamic global client relationships. In this hybrid role, you'll serve as...opportunities, and growing revenue across the account through expanded services , new projects, and greater wallet share. **What You… more
    Lionbridge Technologies (07/11/25)
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  • Senior Director, Sr. Relationship Manager

    TIAA (Amherst, NY)
    …in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of ... clients (with at least one top 200 client or complex book within Institutional client ...delivery of the full value of TIAA solutions and services . **Key Responsibilities and Duties** + Leads the internal… more
    TIAA (10/04/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
    Citigroup (09/02/25)
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  • Citi Private Bank: Banker Team Leader - Managing…

    Citigroup (New York, NY)
    …multiple business cycles. In-depth knowledge of the industry and direct competitors' products/ services is also necessary in order to contribute to the commercial ... organization as a whole. **Responsibilities:** + The position entails growing the existing client business, along with an acquisition strategy for UHNW & HNW target… more
    Citigroup (08/22/25)
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  • Private Banker LATAM (Mexico)

    Citigroup (New York, NY)
    …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
    Citigroup (08/08/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
    Citigroup (07/31/25)
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  • Senior Consultant - GBS - Operational Finance

    Deloitte (New York, NY)
    …include: + Deliver service excellence by identifying and addressing complex client business issues, serving as a trusted advisor . + Support the ... Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other...and simplifying the way work gets done, and optimizing service delivery models. The ideal candidate will have a… more
    Deloitte (10/03/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    …in accounting, finance, or related field. + Experience managing and developing both client service relationships and engagement teams, local and remote. + ... group, you will provide federal tax consulting and compliance services to a diverse client base in...motivation of the engagement team. + Consulting with other service lines and peers to address tax issues and… more
    Deloitte (08/18/25)
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