- TD Bank (New York, NY)
- …interest across TDS Securities with a primary focus on Corporate and Investment Banking, Capital Markets, Commercial Banking, Mergers and Acquisitions, and other ... rollouts, system migrations, and process reengineering + Serve as a senior advisor to business and compliance stakeholders on complex conflict scenarios + Monitor… more
- Scotiabank (New York, NY)
- …(GTB) products and services. In this role, you will serve as a trusted advisor and single point of contact for clients, building and maintaining strong relationships ... business objectives and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and leverage your… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... management products and services (eg - trust, private banking, securities/ investment management) as well as trust/fiduciary related compliance, operations, and… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset Management (JPMAM) provides asset allocation solutions for the investment management needs of corporate and public retirement plans, endowments and ... portfolios for 50+ years. Consisting of more than 100 investment professionals located in New York, London and Asia,...+ Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a… more
- Ankura (NY)
- …million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on ... generating $2-$4 million+ in annual revenue. . Serve as a trusted advisor to clients, providing strategic insights and actionable recommendations throughout the… more
- Anywhere Real Estate (Rochester, NY)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Citigroup (New York, NY)
- …model. Additionally, the Business Unit Manager will serve as a central point of contact, advisor and enabler to Sr. HR Advisors for US Retail Bank and Citi Private ... + Serve as a point of contact, relationship manager to Sr. HR Advisor clients **HR Project Management** **and** **Process Governance** + Lead HR project management… more
- Stantec (New York, NY)
- …two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Citigroup (New York, NY)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Citigroup (New York, NY)
- …Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial planning strategies ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
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