- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management. + Foster a positive work environment and drive employee… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines...the US Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the… more
- Truist (New York, NY)
- …in Sponsor Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to ... client relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers...10 or more years of direct origination experience in financial services industry + Successful track record of supporting… more
- System One (New York, NY)
- …to financial markets, investing, economics and policy, and personal wealth management and planning. + Narrative clarity across all content assets-especially in ... reflects the brand voice, and supports key prospect-, client-, and advisor -facing content marketing efforts-all while navigating the compliance requirements of a… more
- Coinbase (Albany, NY)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more
- Citigroup (New York, NY)
- …consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments… more
- Cherry Bekaert (Albany, NY)
- …+ Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more
- Anywhere Real Estate (Rochester, NY)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Citigroup (New York, NY)
- …solutions that deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- WTW (New York, NY)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align...satisfaction, teamwork and excellence in all that is done ** Financial ** + Manage own pipeline, assessing the market for… more