- City National Bank (New York, NY)
- …gaps in control design or operating effectiveness * Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk ... risk assessments, risk monitoring, internal and external events, and regulatory exams * Exhibit high attention to details in...risk and problem areas * Act as an internal advisor to business and corporate units regarding the ORM… more
- SMBC (New York, NY)
- …the firm. This includes enterprise-wide initiatives in data governance, data management, and regulatory compliance, with a focus on key areas such as BCBS 239, Risk, ... **Role Objectives** * Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas. Champion the CDAO's… more
- JPMorgan Chase (Rochester, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… more
- Copeland (Albany, NY)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... nights per year. + Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers. Advise the organization on how to manage key… more
- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …transformation programs are sponsored by C-suite executives and span growth, regulatory , and location strategy. The team works cross-functionally with Senior ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- Deloitte (New York, NY)
- …develop effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Work You'll Do: + Drive ... Build and nurture executive-level client relationships, serving as a trusted advisor on managed services and outcome-based solutions that drive operational… more
- Citigroup (New York, NY)
- …to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for ... product, operations, risk, and compliance to ensure all investment solutions meet regulatory , operational, and suitability standards. This leader will play a central… 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 ... top regional supervisory and operational responsibility and adhering to all regulatory rules/guidelines. + Manages potential risks associated with sales activities,… more
- Amazon (New York, NY)
- …secure solutions tailored to each customer's specific needs. As a trusted advisor , you'll provide guidance on industry trends, emerging technologies, and innovative ... and architecting data center exit strategies. - Act as a trusted advisor to customers on industry trends, emerging technologies, and innovative solutions in… more