• Executive Director, APS Support Services

    City of New York (New York, NY)
    …coordination of activities among these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters related to APS Support ... New York State OCFS, Brookdale Center on Aging, various private and government agencies, and monitors new developments which...Unit (FMU), ensuring fiscal integrity in the management of client accounts. Ensures the timely and accurate issuance of… more
    City of New York (05/01/25)
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  • Registered Senior Regional Service Manager, SVP

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Senior Client Service Manager accomplishes results through the management...Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients. Full… more
    Citigroup (05/13/25)
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  • Head of Intermediary Alternatives

    T. Rowe Price (New York, NY)
    …a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development...well as ensuring the appropriate support model to service advisor specific needs in the intermediary space. + Partner… more
    T. Rowe Price (05/08/25)
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  • Associate Director, Treasury Management Officer,…

    Scotiabank (New York, NY)
    …with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets, offering dedicated Global ... with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables… more
    Scotiabank (05/02/25)
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  • Counsel, Infrastructure Principal Asset Management

    Principal Financial Group (New York, NY)
    …play a vital role in driving sophisticated infrastructure projects and fostering client relationships to ensure our continued success. + Lead and managing ... for infrastructure projects, including structured finance, 144A transactions, and private placements related to construction, acquisition, and development + Provide… more
    Principal Financial Group (03/20/25)
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  • Settlement and Termination Officer

    City National Bank (New York, NY)
    …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
    City National Bank (05/17/25)
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  • Director & Head, Payments Strategy and Planning

    Scotiabank (New York, NY)
    …and driving high-priority transformation initiatives across the organization. Serves as strategic advisor to GTB executive team. **What You'll Do** : + Leads ... business recommendations to GTB executive team. + Serves as a strategic advisor for GTB leadership team on competitive intelligence, operating model design, best… more
    Scotiabank (05/14/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Jericho, NY)
    …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
    Deloitte (05/08/25)
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  • TripleTree - Vice President, Mergers…

    Capital One (New York, NY)
    …industry research publications + Developing and cultivating client , prospective client , buyer, investor, and professional advisor relationships + Mentorship ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more
    Capital One (05/07/25)
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  • Wealth Strategist City National Rochdale

    City National Bank (New York, NY)
    …WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... Collaborate with the PWS team in development of H/UHNW client facing materials in the areas of Estates and...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
    City National Bank (05/17/25)
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