- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and risk. The… more
- KeyBank (Tarrytown, NY)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- KeyBank (New York, NY)
- …- New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- TD Bank (New York, NY)
- …banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through ... Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP)...of experience in compliance, risk, or business operations within financial services or a similarly regulated industry.** + **Proven… more
- Raymond James Financial, Inc. (New York, NY)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Senior-level advisor , you will be responsible for identifying patterns across customers, developing ... with C-suite executives and key stakeholders to become a trusted advisor on cloud transformation initiatives. 7. Drive strategic sales opportunities from… more
- Bank of America (New York, NY)
- …and sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... are guided by a common purpose to help make financial lives better through the power of every connection....At Bank of America, you can build a successful career with opportunities to learn, grow, and make an… more
- CBRE (New York, NY)
- …to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach ... The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value.… more
- JPMorgan Chase (New York, NY)
- …growth in a firm dedicated to inclusivity, development, mobility, and career advancement. We are seeking best-in-class talent-individuals who are collaborative, ... experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to...with a strong sense of urgency, and adapt to change as needed. + Strong organizational skills, detail-oriented, and… more
- KeyBank (Champlain, NY)
- …Route 11 - Champlain, New York 12919 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more