- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (New York, NY)
- …as needed. + Represent digital marketing at the highest levels - including senior leadership, compliance, risk , and product partners. + Appropriately assess ... how Citi Wealth shows up across all digital channels - from .com to advisor platforms, social media to email automation - ensuring a seamless, impactful, and… more
- JPMorgan Chase (New York, NY)
- …You will lead a talented group of individuals, while serving as a trusted advisor to senior leadership. **Job Responsibilities:** + Define and articulate the ... the future of social media investment, build a high-performing team, and influence senior executives across marketing, brand, and lines of business. As the Head of… more
- Bank of America (New York, NY)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Justworks (New York, NY)
- …+ Trusted advisor : Act as the subject matter expert and trusted advisor to senior leadership, providing regular updates on program status, potential risks, ... partnering with key functions. Ensure tight alignment with enterprise risk management, internal audit, between Business Continuity and IT...implemented across the business. + Serve as a Strategic Advisor : Act as a key advisor to… more
- TD Bank (New York, NY)
- …in regulated financial services environments, and the ability to influence senior stakeholders across Product, Technology, Risk , Compliance, Legal, Operations, ... Support & Judgment** Prepare and present go/no-go readiness packages for senior management, including risk assessments, mitigation strategies, and launch… more
- TD Bank (New York, NY)
- …& Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of Currency (OCC) ... US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in… more
- Wells Fargo (New York, NY)
- …(M&A) and financing proposals (Capital Markets) and to execute those transactions with senior bankers as a lead financial advisor ; + Experience with sellside ... and Wells Fargo Commercial Capital. We also have groups in credit risk , group risk , finance, marketing, human relations, and the Wholesale Chief Operating Office… more
- Wells Fargo (New York, NY)
- …(M&A) and financing proposals (Capital Markets) and to execute those transactions with senior bankers as a lead financial advisor ; * Experience with sellside ... and Wells Fargo Commercial Capital. We also have groups in credit risk , group risk , finance, marketing, human relations, and the Wholesale Chief Operating Office… more
- Wells Fargo (New York, NY)
- …**In this role, you will:** + Provide front‑line legal support to deal teams, senior management and compliance, risk and control partners, acting as a trusted ... advisor while proactively managing legal, regulatory, and reputational risk + Draft, review, and negotiate engagement letters and related side letters, and align… more
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