- City National Bank (New York, NY)
- …OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is ... the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and invest so...risk and problem areas * Act as an internal advisor to business and corporate units regarding the ORM… 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
- Charles Schwab (Manhasset, NY)
- …the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If ... are a licensed financial professional with a passion for wealth management, and a desire to grow under the...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for providing ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our mission is to serve as a trusted partner to ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...you'll be responsible for: . Driving Citi's position as advisor to key business and technical stakeholders through leading… more
- Broadridge Financial Solutions (New York, NY)
- …expand, and sustain strategic, enterprise-wide client relationships, serving as a trusted advisor and ensuring high retention and satisfaction. + Identify and pursue ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Customs and Border Protection (New York, NY)
- …the Division, as well as support staff. Serving as a senior analyst and advisor to the Executive Director of the Regulations & Rulings Directorate in all matters ... Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable… more
- Coinbase (Albany, NY)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management, Corporate Fiance, Asset Management or FinTech * Understanding of… more