- HSBC (New York, NY)
- …knowledge of investments, asset allocation and portfolio construction + Prior experience with wealth management platforms + Product Management experience is ... individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of...to internal teams and functions such as ICs, Business Management , IT, Compliance, Transformation, Operations, etc., as well as… more
- S&P Global (New York, NY)
- …a unified approach to technology spending. + Serve as a trusted advisor to senior leadership, providing expert guidance for Technology initiatives and investments. ... divestitures and partnerships, ensuring alignment with procurement and vendor management goals. + Lead a team of financial analysts,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Cherry Bekaert (Albany, NY)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… 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 ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… 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 ... environment. **Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration teams for all… more
- Truist (New York, NY)
- …Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue ... proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... Provides strategic planning, tactical direction and day to day management alongside governance of global payroll function. + Accountable...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- TD Bank (New York, NY)
- …strategy. **Preferred Experience** + Experience with complex financial ecosystems (eg wealth management , lending, small business, or institutional banking). + ... Strategy, Product, Technology, Compliance, Risk, and Legal to become a trusted advisor in defining the experience. **Design Operations & Measurement** + Define… more
- Banco Popular Puerto Rico (New York, NY)
- …are most appropriate for their situation + Cultivate internal partnerships with Treasury Management , Private Banking, Wealth Management , and Branch teams to ... on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and… more
- RGP (New York, NY)
- …in at least 2-3 areas within financial services, such as capital markets, wealth management , or insurance. + Advanced proficiency in data strategy, architecture, ... engagements across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. +… more