- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... 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
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... 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
- JPMorgan Chase (New York, NY)
- …background. + Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking ... the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic...of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group. +… more
- Anywhere Real Estate (Buffalo, NY)
- …leading corporate strategy or a leadership partnerships role with P&L management responsibilities (indirect or direct). + Experience in working closely with ... partners to build business strategies. Any experience in account management or partner success is a plus. + Stellar...approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management Finance and Business Management has a new opening for a Business Manager based in New York. We are looking for a ... Global Head of Deposits & Custody, providing comprehensive business management support across strategic initiatives, executive communications, and organizational… more
- NTT America, Inc. (New York, NY)
- …domain expertise** in banking transformation (retail banking, commercial banking, payments, wealth management , risk & compliance). Market & Industry Leadership: ... record of building trusted client partnerships. **KEY RESPONSIBILITIES** Client Relationship Management : + Serve as the **primary relationship owner** for senior… more
- Anywhere Real Estate (Rochester, NY)
- …Specialist will play a vital role in the planning, execution, and management of integrated marketing campaigns across all channels. This includes managing campaign ... collaborative environment. Success in this role requires strong project management skills, clear and proactive communication, and a high...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Santander US (New York, NY)
- …**> $100M** annual revenue. 12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial services ... relationships. The Incumbent is responsible for new business development, portfolio management , credit quality and overall relationship management of an… more
- Parexel (Albany, NY)
- …Lead, Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... with the assigned Project Assistant to ensure accurate financial management and for general project support + Provides guidance...profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more