- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and assets, by driving compliance with applicable laws, rules and regulations , adhering to Policy, applying sound ethical judgment regarding personal behavior,… more
- AECOM (New York, NY)
- …Sr Director for PMCM Services and will perform the following: Serve as top advisor on projects of large scope and complexity and is recognized as industry leader ... direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and...Ensure compliance with all relevant local, state, and federal regulations , as well as AECOM's safety and quality standards.… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and...Income Act (UPAIA), and general Trust Laws, rules and regulations . + Advanced concepts, practices and procedures of income… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Citigroup (Smithtown, NY)
- …market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... and assets, by driving compliance with applicable laws, rules and regulations , adhering to Policy, applying sound ethical judgment regarding personal behavior,… more
- Anywhere Real Estate (New York, NY)
- …capabilities to generate data-driven insights that serve the heart of Anywhere Advisor and Anywhere Brand business. Together with our business counterparts in the ... measures to protect sensitive data. + Ensure compliance with data protection regulations and industry standards. **Problem Solving and Innovation** : + Identify and… more
- Verint Systems, Inc. (Albany, NY)
- …to drive a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works closely with solutions ... through ongoing ROI discussions in marque accounts. Become trusted advisor both during and post sales cycle to internal...where applicable and in accordance with federal and local regulations . + The ability to obtain the necessary credit… more
- Citigroup (New York, NY)
- …a profound understanding of the Depositary Receipt business, including DR mechanics, regulations , global capital markets, and best practices in client servicing. The ... Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market… more
- KeyBank (Amherst, NY)
- …responsibility for evaluating Key's ongoing compliance with applicable laws and regulations through the execution of compliance monitoring and testing across Key's ... functional knowledge of wealth management, trust/fiduciary compliance laws and regulations , risks and supporting operational processes, experience in testing/auditing,… more
- WSP USA (New York, NY)
- …with all Local, State, and Federal engineering, construction, and safety regulations , and providing pragmatic direction to address current and future challenges ... inspections, to ensure that they comply with applicable state and/or federal regulations and sound engineering practice and standards. + Lead larger-scale more… more