- NTT America, Inc. (NY)
- …from strategic financial institutions, including top US banks, global payment providers, and wealth management firms. A significant aspect of this role is ... to grow with us. Our Financial Services Consulting team includes management consultants who help financial institutions navigate digital proliferation by focusing… 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
- 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 ... preferred. + Minimum of 4 years experience in a client service, account management , or related financial services. + Strong knowledge of project management … more
- CH Robinson (New York, NY)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... of experience in US and global trade compliance, OFAC regulations, and program management + Strong knowledge of US and international trade laws, export regulations… more
- Coinbase (Albany, NY)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… 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
- JPMorgan Chase (New York, NY)
- …similar role within the financial services industry, preferably in private banking or wealth management . + Strong understanding of the Latin American market and ... Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including… 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
- 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