- Wells Fargo (New York, NY)
- …Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business + Experience building and maintaining effective ... relationships with customers, internal partners and within the community + Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers + Ability to lead a team to influence, educate, and… more
- Wells Fargo (Purchase, NY)
- …talent to drive growth + Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales. + Develop the culture to ... drive employee engagement and growth in a branch or a series of branches + Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing… more
- Charles Schwab (New York, NY)
- …the financial services industry **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In addition to the salary ... range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development… more
- Fedcap (New York, NY)
- …revenue and expense targets for each event, ensuring that revenue-generating events deliver net positive results. + Build and manage a portfolio of events totaling ... $5M+ in budget annually (amount is subject to change based on annual budget and development goals). + Ensure pledged revenue is collected within 30 days post-event through tools such as increased use of credit cards, structured follow-up with donors, and… more
- HSBC (Buffalo, NY)
- …and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to deliver needs-based solutions through effective communication, influencing,… more
- Wells Fargo (New York, NY)
- …Hedging and Monetization group provides equity risk management strategies for high- net -worth clients and related entities. The team structures bespoke strategies for ... investors with concentrated single stock positions, allowing them to hedge their exposure or extract liquidity in a tax efficient manner. Though the group sits on the Wells Fargo Securities side of the firm, candidates should expect regular interaction with… more
- JPMorgan Chase (New York, NY)
- …lead the monitoring and implementation of the US Liquidity Coverage Ratio, US Net Stable Funding Ratio, G-SIB Short Term Wholesale Funding and FR 2052a processes. ... You will be expected to possess strong quantitative and qualitative analytical skills, along with a demonstrated ability to work closely with other teams in T/CIO, such as Policy, Capital and Funding teams, as well as the LOB Treasury teams, and Liquidity Risk… more
- Comcast (New York, NY)
- …working together and being open to new ideas. + Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into ... the company by joining huddles, making call backs and helping us elevate opportunities to do better for our customers. + Drive results and growth. + Respect and promote inclusion & diversity. + Do what's right for each other, our customers, investors and our… more
- Publicis Groupe (New York, NY)
- …of US-based business units of the world's largest Communications company. With 2023 net revenues of over 16 billion Euros, the parent company specializes in ... Advertising, Digital, Media buying and consultancy. The parent company is present in over 100+ countries on 5 continents, with over 100,000 employees. **Our Guiding Principals:** **1)People first, driving success together.** **2)Problem solving mindset.**… more
- Brookfield Properties (New York, NY)
- …assets and the performance of the property, to achieve the highest possible net operating income, without compromising the quality of the property's appearance or ... level of service. Monitors regulatory compliance and company policies and procedures related to property management and ensures that all associates are familiar with and understand them. + Establishes and coordinates a communication system involving… more