- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... make a difference. As a Global Financial Crimes Legal Advisor in the Global Financial Crimes Legal team, you...essential, is experience in Anti-Corruption, AML in asset and investment management, a working knowledge of the US Sanctions… more
- Tompkins Community Bank (Ithaca, NY)
- …Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service ... accounts; deposits/disbursements; account status changes; account notes in the CRM system . + Perform administrative tasks including sorting and distributing mail;… more
- The Estee Lauder Companies (New York, NY)
- …Build strong relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial insights and support impactful ... P&Ls including Net Sales, COGS and Advertising & Promotions investment . + Ensure accuracy of category P&L reporting; analyze...skills necessary. + Proficient in Excel and financial reporting systems ; One Stream & SAP knowledge a plus +… more
- KeyBank (Chatham, NY)
- …Street - Chatham, New York 12037 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...Commissioner will report to and serve as a senior advisor to the Deputy Commissioner for Policy & Strategy… more
- Mizuho Corporate Bank (New York, NY)
- …and technology stakeholders to embed resilience principles into core processes, systems , and decision-making practices. + Facilitate the integration of resilience ... Operations, Legal, Compliance, and other functions, serving as a trusted advisor and providing constructive challenge and oversight of resilience-related plans and… more
- Neuberger Berman (New York, NY)
- …this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective ... include CRM administration, user training, issue resolution, and coordinating cross- system data integrations and clean-ups. The successful candidate will also… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more