- 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
- 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 ... to support business area objectives + Provide communications support for change management activity as needed + Communications are consistent, cohesive and link to… more
- Carrington (Albany, NY)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... & Development Manager will be part of the Learning & Leader Development management team, this role is responsible for developing and driving the strategy and… more
- Truist (New York, NY)
- …with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and prospect ... Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue… more
- Wells Fargo (New York, NY)
- The Head of Investment Products leads the strategy, development, and management of Wealth & Investment Management 's (WIM) investment product offerings ... research and competitive analysis to identify product opportunities. + **Product Management ** + Oversee the lifecycle of all investment products, ensuring… more
- Coinbase (Albany, NY)
- …needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management… more
- WTW (New York, NY)
- …oral and written communication skills in an executive setting + Strong client relationship skills: the ability to influence senior management and the ability ... delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- US Bank (New York, NY)
- …fast-paced environment. **Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration ... 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