- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... management and internal stakeholders, helping to identify compliance risks and drive solutions to mitigate those risks effectively. This position reports directly to… more
- Citigroup (New York, NY)
- …in a fast-paced environment and maintain high degree of interaction with the Financial Advisor , Relationship Managers and Wealth Executives. + When appropriate, ... ongoing education and coaching to Advisors and Relationship Managers to deliver planning solutions around the pillars of Financial Planning, Financial … more
- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... testimonials, and success stories. + Contribute to the development of tailored solutions to meet specific client needs. **4. Operational Excellence & Risk… more
- Bank of America (New York, NY)
- …GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor /client experience. The primary mission of the ... are guided by a common purpose to help make financial lives better through the power of every connection....the following: o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience… more
- Bank of America (New York, 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
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... positioned to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk… more
- Deloitte (New York, NY)
- …clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after ... + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify...staff + Uses problem solving skills to provide alternative solutions to complex issues + Ability to assume full… more
- JPMorgan Chase (New York, NY)
- …5-8 years of experience + Alternatives knowledge JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified,...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Synchrony (New York, NY)
- …requires a visionary and pragmatic leader with extensive experience in financial services or similarly regulated industries, combining strategic vision and hands-on ... and integration of cutting-edge security technologies to protect critical financial assets and strengthen the organization's security programs. Exceptional… more
- CTG (Buffalo, NY)
- …client requirements, business environment changes, and forecasts. + Act as a trusted advisor to clients, demonstrating the value of solutions for addressing ... CTG, a Cegeka Company, is an **IT services and solutions company** with over 50 years of experience in...Responsibilities:** + Drive revenue growth by achieving or surpassing financial objectives within the designated territory and quota. +… more