- KeyBank (Amherst, NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management… more
- CBRE (Albany, NY)
- …specific to CBRE GDS. This role will serve as the primary advisor on government accounting compliance matters specific to the Federal Acquisition Regulations ... Executive Advisory - Advise the CFO, Audit Committee, and senior leadership on financial compliance risks, trends, and strategies...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... laws. + Develop and maintain strong, collaborative relationships with mid to senior level management, other internal clients and peers, and internal audit.… more
- World Wide Technology (New York, NY)
- …Responsibilities:** **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance enterprise data center transformation opportunities in ... goals + Define and influence long-term transformation strategies and investment roadmaps that position WWT as a strategic partner...+ Strong leadership qualities: able to have "presence" in senior exec client settings; capable of gaining the trust… more
- Citigroup (New York, NY)
- …planning. The group works** **closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland ... help provide these solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive… more
- TD Bank (New York, NY)
- …interest across TDS Securities with a primary focus on Corporate and Investment Banking, Capital Markets, Commercial Banking, Mergers and Acquisitions, and other ... policy rollouts, system migrations, and process reengineering. + Serve as an advisor to the business, legal and compliance stakeholders on complex conflict… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer… more
- Citigroup (New York, NY)
- The Head of Content Marketing is a senior leadership role that will define, build, and scale Citi Wealth's global content marketing agenda. This leader will own the ... setting a new benchmark for the industry. **Key Responsibilities:** **Field & Advisor Client Enablement** + Deliver a complete suite of marketing content, materials,… more
- LinkedIn (New York, NY)
- …a LinkedIn office on select days, as determined by the business needs of the team. The Senior Director is a key business advisor who will function as a "chief of ... & quotas for team + Serve as key business advisor to our global sales leaders + Drive management...** + 15+ years experience working across management consulting, investment banking or in sales operations, business operations, or… more
- JPMorgan Chase (New York, NY)
- …ensuring seamless upgrades and rollouts that enhance operational efficiency and advisor productivity. + Collaborate with various stakeholders, including product and ... employing a solution-focused mindset to resolve challenges. + Interface with senior executives on the leadership team, building relationships across stakeholders to… more