- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan...plan and invest so that every part of their financial life is working in harmony toward their long-term… more
- Bank of America (New York, NY)
- …**:** + Provide M&A advice and execution for large corporate clients and private equity firms. + Provide rigorous quantitative financial analysis and qualitative ... are guided by a common purpose to help make financial lives better through the power of every connection....approvals process. + Act as the primary contact and advisor for clients, which includes receiving daily call from… more
- Banco Popular Puerto Rico (New York, NY)
- …commercial client portfolio, focused on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients ... clients by listening and uncovering their needs to gain in-depth knowledge of client 's financial priorities and provide the products/services that are most… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Bank of America (New York, NY)
- …**Job Responsibilities:** + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the ... 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… more
- Truist (New York, NY)
- …(CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and prospect needs and drive revenue by originating, executing and advising ... through active engagement with our relationship managers, deepen our client relationships and better position Truist as a trusted... relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers… more
- MUFG (New York, NY)
- …business environment. **Key Responsibilities** + Serve as lead internal legal advisor on ABS transactions, including public and private securitizations, ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- 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
- CBRE (Albany, NY)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more