- 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
- JPMorgan Chase (New York, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job… more
- Raymond James Financial, Inc. (New York, NY)
- …to ensure supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust ... procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic… more
- Rensselaer Polytechnic Institute (Troy, NY)
- …Full Time Location: Troy, NY Categories: Staff, Student Services and Academic Support , Internal Posting Who we are Founded in 1824, Rensselaer Polytechnic Institute ... Employees! The Manager of Student Services will oversee the design and delivery of support services to students in the School of Architecture, serve as Lead … more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… more
- Robert Half Finance & Accounting (New York, NY)
- …and mentor teams across accounting, finance, treasury, and credit . Provide strategic financial insights to support growth, expansion, and operations . Ensure ... and technology adoption initiatives . Act as a key advisor to the CEO and Board on financial...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… 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
- 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)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...on the CWM Business Project Management Team, you will support the Chase Wealth Management Business in both the… more