- KeyBank (New York, NY)
- …Senior Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional ... lines of business, working to proactively identify and execute on internal and external tactics that support a broader communications strategy and business priorities identified by the Executive Leadership Team. In this role you will support the development… more
- Broadridge Financial Solutions (Edgewood, NY)
- …key Institutional clients, serving as the primary point of contact and trusted advisor . + Strategic Business Reviews: + Plan and execute strategic account reviews ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Scotiabank (New York, NY)
- …and procedures. The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Wells Fargo (New York, NY)
- …of Investment Products leads the strategy, development, and management of Wealth & Investment Management's (WIM) investment product offerings including advisory, ... rationalization. + **Distribution & Sales Enablement** + Partner with distribution and advisor channels to support product education and adoption. + Develop product… more
- HSBC (New York, NY)
- …role requires an individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of data, tools, managed account ... of investments, asset allocation and portfolio construction + Prior experience with wealth management platforms + Product Management experience is a plus + Strong… more
- JPMorgan Chase (New York, NY)
- …Solutions team, you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, ... understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management, especially the distribution and investment businesses. + Exceptional… more
- S&P Global (New York, NY)
- …growth. **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic priorities into ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- US Bank (New York, NY)
- …owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and ... members of the US Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the enterprise. **Location Expectations**… more
- Truist (New York, NY)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers in collaborative deal team ... Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue and advisory opportunities for each partnership and… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... Adobe Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are… more