• 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 (08/09/25)
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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 (07/24/25)
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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 (08/08/25)
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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 (05/24/25)
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  • Citi Wealth - Wealth Relationship Manager…

    Citigroup (Brooklyn, NY)
    …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
    Citigroup (08/08/25)
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  • Wealth Relationship Manager SAFE Act - 90 Park Ave

    Citigroup (New York, NY)
    …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
    Citigroup (07/23/25)
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  • Citi Wealth - Wealth Relationship Manager SAFE Act

    Citigroup (Hewlett, NY)
    …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
    Citigroup (07/18/25)
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  • Fixed Income Specialist covering Latin America-…

    JPMorgan Chase (New York, NY)
    …such as investment flows, to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing… more
    JPMorgan Chase (07/02/25)
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  • Head of Wealth & Investment Management Banking

    Wells Fargo (New York, NY)
    …through geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service ... bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth...Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: +… more
    Wells Fargo (08/08/25)
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  • Managing Director, M&A Media & Telecom (New York,…

    Truist (New York, NY)
    …bank products** **6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives** **7. Advanced analytical and ... deliver the entire bank. Candidate should have experience advising public and private clients on both buyside and sellside M&A transactions. **Essential Duties and… more
    Truist (08/02/25)
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