- 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 (Yorktown Heights, 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 (Queens, 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
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... sales enablement function will operate as part of our Client & Product Strategy ("CPS") team which serves as...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- Steer (New York, NY)
- …to design and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for airport commercial services, ... Lead business development efforts, including prospecting, proposal writing, and client presentations. + Build and expand relationships with airports,… more
- Deloitte (Rochester, NY)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (New York, NY)
- …to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more
- HSBC (New York, NY)
- …approval of delegated credit authorities for low transactional risks, assist in GPC client meetings and recommendation all large / GPC credits of exceptional nature ... the global head of GPB GPC Head of Credit Advisor + Reinforce the first line of defense for...experience in credit and risk + Extensive experience in client facing roles + Positive track record on credit… more
- Citizens (New York, NY)
- …to FINRA, SEC, and other regulatory requirements + Point of Escalation: All RSO, Wealth Advisor , and client escalations will be handled by the role + Team ... for building out the first line of defense day-to-day supervision for the Private Wealth and Citizens Securities wealth businesses. This role will require at least… more
- WSP USA (New York, NY)
- …Team** and be a part of a growing organization that meets our client 's objectives and solves their challenges. **PLEASE NOTE: This position requires relocation to ... the specified area. + Meet with various public or private entities or individuals to discuss issues relating to...developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function… more