- Citigroup (New York, NY)
- …of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit ... and investment needs and goals to provide holistic financial solutions....(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- City National Bank (New York, NY)
- …by City National Bank. *The Opportunity* The New Account Specialist provides operational support to the Portfolio Manager Team and Advisors on all asset movement ... transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant. Monitor the process of the transfer, handle...trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. The Global … more
- LinkedIn (New York, NY)
- …when crafting & negotiating commercial agreements + Use data and insights to support investment recommendations or overcome customer objections + Identify an ... a solid understanding of the industry, collaborate internally, be a strategic advisor to your clients, and consistently deliver against your sales targets.… more
- Citigroup (Huntington, NY)
- …of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit ... and investment needs and goals in order to provide holistic...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- JPMorgan Chase (New York, NY)
- …Business Control Manager (BCM) Vice President for QR within the Commercial & Investment Bank, you will be responsible for leading a sustainable and disciplined ... remediation. **Job Responsibilities:** + Serve as a trusted control advisor to the Front Office, preparing them for internal...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (Melville, NY)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Citigroup (Hewlett, NY)
- …of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit ... and investment needs and goals in order to provide holistic...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- JPMorgan Chase (New York, NY)
- …to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program ... experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading complex, cross-functional… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...* Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas.… more