- Citigroup (New York, NY)
- The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...to include: + The expectation of acting autonomously when senior Specialists are unavailable + Partner with advisors to… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set of P&L… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking… more
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City ... National Rochdale, the company's Wealth Management group, you will provide white-glove service focused...presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… 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
- KeyBank (New York, NY)
- … Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines ... to draft critical communications for various stakeholders + Develop messaging and senior leader talking points to support business area objectives + Provide… more
- TD Bank (New York, NY)
- …**Cross-Functional and Executive Engagement** + Represent Human Centered Design in senior forums and governance bodies, bringing a **clear, data-informed voice for ... input in the shaping of that vision. + Build trusted relationships with senior leaders across Digital Strategy, Product, Technology, Compliance, Risk, and Legal to… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... countries. Your remit will involve partnering and collaborating across senior leadership in People, Finance, Technology, and divisional business...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more