- 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
- JPMorgan Chase (Brooklyn, NY)
- …a Treasury Capital Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity on analytics to evaluate ... closely with business heads and internal stakeholders to achieve financial and strategic goals. As a Treasury Capital Controller...part of a high-performing team, serving as a trusted advisor to CIB management and corporate partners. You will… 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 ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... Undergraduate degree required + 10+ years of relevant experience ** Preferred Skills:** + Digital Retail branches experience + Internal...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Equitable (New York, NY)
- …in our New York Metro, NY office. The Producer Assistant assists the Advisor with developing and maintaining excellent relationships with the clients. They will ... big focus will be on maintaining accurate client information, financial planning tools and preparing client budget work sheets....sheets. This position will focus solely on the assigned Advisor 's clients and reports directly to the assigned … more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
- JPMorgan Chase (New York, NY)
- …& Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best ... Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- JPMorgan Chase (New York, NY)
- …** Preferred Qualifications, Capabilities, and Skills:** + Experience with Advisor /Banker compensation plans and incentive structures. + Ability to build and ... Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk. This… more
- JPMorgan Chase (New York, NY)
- …& Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best ... our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA...+ Minimum of 5 years' experience in investments and financial institutions + SIE, Series 7, and Series 66… more