- JPMorgan Chase (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and...MA. Job responsibilities + Provide direct support to the senior Management Team, assisting in the coordination of firm-wide… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- JPMorgan Chase (New York, NY)
- …client skills and practice management concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and empowering elite advisors and ... our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with business… 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, ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- S&P Global (New York, NY)
- …managing both subscription renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping them showcase our ... deliver greater value to their clients. + Exposure to senior leadership, with input into commercial and product strategy....for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... Business Office Lead. **Key Responsibilities:** + Resource Management: Working with Senior Management, Recruiting, Finance and Vendor Management to understand and… more
- Anywhere Real Estate (New York, NY)
- …strategy and development of new products, services, and go-to-market plans. This senior , individual contributor role will report into the SVP, Growth at Anywhere ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- JPMorgan Chase (New York, NY)
- …additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the mission is to become the trusted ... advisor and the preeminent provider of Investment Banking Services...in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior… more
- Santander US (New York, NY)
- …and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger ... companies in the assigned territory. This is a senior level position and will report to the Head...of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. -… more
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