- Citigroup (New York, 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 (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 (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 (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 (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
- 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
- World Insurance Associates, LLC. (Woodbury, NY)
- World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local ... insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions. Our rapid growth and market… more
- Oracle (Albany, NY)
- …engagement and manage deployment efforts within a designated Veterans Integrated Service Network (VISN). This executive-level role is responsible for acting as ... a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring...clear, executive-level briefings and program updates. + Oversee large-scale client deployments and ensure alignment with client … more
- Outreach Development Corporation (Brentwood, NY)
- …with program management (Director, Clinical Coordinator, and/or House Manager and advisor ) all pertinent information regarding client , staff or programmatic ... by developing and delivering the highest quality evidence-based behavioral health services and training. For more information, please visit www.opiny.org. Position:… more
- BMO Financial Group (New York, NY)
- …targets for TPS within FIG. + Ensure operational excellence in deal execution, client onboarding, and service delivery. + Continuously assess and improve work ... the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role… more