- JPMorgan Chase (New York, NY)
- …Travel oversees significant strategic alliances with co-brand partners, our premium travel advisor community, and our online technology team . Establishing these ... Chase customers. You must be adept at building relationships across various business lines and leveraging these connections to streamline operations and develop new… more
- JPMorgan Chase (New York, NY)
- …Travel oversees significant strategic alliances with co-brand partners, our premium travel advisor community, and our online technology team . Establishing these ... The Chase Travel team plays a pivotal role in identifying and...You must be adept at building relationships across various business lines and leveraging these connections to streamline operations… more
- Santander US (Brooklyn, NY)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...a Tax Senior you will work within an engagement team and draw on experience in accounting and taxation… more
- SHI (Albany, NY)
- …of SHI is our employees - all 6,000 of them.** **If you join our team , you'll enjoy:** + **Our commitment to diversity, as the largest minority- and woman-owned ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… more
- Veralto (NY)
- …and success metrics for strategic accounts, ensuring alignment with customer business objectives ** Team Leadership & Collaboration** + Strategically collaborate ... in the world: water, then join our energetic growing team ! Help us revolutionize an industry! **The Opportunity** We...with senior executives, board members, and key stakeholders + ** Business Acumen** : Strong financial literacy with… more
- SMBC (White Plains, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- KeyBank (Tarrytown, NY)
- …client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of ... goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …with key Institutional clients, serving as the primary point of contact and trusted advisor . + Strategic Business Reviews: + Plan and execute strategic account ... your career, while helping others along the way, come join the Broadridge team . The Key Account Specialist is responsible for overseeing and managing the service… more
- IBM (New York, NY)
- …Platform (AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance ... **Your role and responsibilities** At IBM Consulting, we help Financial Services organizations deliver trusted, AI-powered experiences that delight customers… more