- Raymond James Financial, Inc. (New York, NY)
- …trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
- Citizens (New York, NY)
- …2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr Private Bank Lending Specialist to support the Relationship Manager with their loan ... Description Citizens Private Bank has accelerated its strategy to build...Primary responsibilities include + Works closely with RM and client to identify lending needs and solutions. + Performs… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr . Commercial Loan Officer combines an external sales role focusing on ... sales, revenue, volume & new customer objectives while showing credit aptitude. The Sr . Commercial Loan Officer maximizes profitability, revenue and retention of… more
- HUB International (New York, NY)
- …and cross-sell activity. + Build strong alignment with Commercial Lines, Employee Benefits, Private Client , Retirement & Private Wealth, and Specialty ... at one of the most dynamic regions in the HUB organization. **Position Summary** The ** Senior Vice President, Sales & Regional Sales Officer ** is a key member of… more
- Outreach Development Corporation (Richmond Hill, NY)
- …behavioral health services and training. For more information, please visit www.opiny.org. The Sr . Director of Finance will serve a key member of the financial ... leadership team, working closely with the Chief Financial Officer (CFO) to ensure the financial health and sustainability...$150,000. Job Scope Working closely with the CFO, the Sr . Director for Finance will provide Financial Leadership and… more
- HUB International (New York, NY)
- …registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer , will be a highly visible, senior leadership position, ... reporting directly into the Global/Executive Chief Compliance and Risk Officer , working closely with RPW senior leadership to collectively support the growing… more
- First Horizon Bank (New York, NY)
- …site at location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr . primary function is to perform all aspects of business ... and public relations activities to identify prospective Treasury Management client opportunities + Perform product research and identify appropriate solutions… more
- SMBC (New York, NY)
- …although role also supports strategic planning within area of coverage. Reports to a senior member of Private Side Compliance Advisory for SMBC Nikko Securities ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...compliance risk and is represented by the Chief Compliance Officer as either a member or observer of various… more
- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage … more