- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- Compass Group, North America (New York, NY)
- …agenda as part of the Business Unit's Leadership team. + Be a thought leader, financial advisor , and business partner to the Business Unit VP/GM, Business Unit's ... that all invoices are forwarded on time. + Provide client ad-hoc financial reporting as needed. **Budgeting&Forecasting** + Coordinate, direct, oversee, and present… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… 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 ... Asset Management (JPMAM) helps institutional and individual clients meet their financial goals by providing industry leading investment solutions. We focus on… more
- JPMorgan Chase (New York, NY)
- …digital products and services specifically tailored for US clients, strengthening client- advisor relationships while reducing complexity in their financial ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Bank of America (Melville, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- JPMorgan Chase (Brooklyn, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... business leaders and stakeholders, influencing strategic decision-making and promoting financial excellence within the organization. **Job Responsibilities** + Oversee… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...* Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas.… more
- American Express (New York, NY)
- …+ Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, ... Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to...and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance… more