- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Citigroup (New York, NY)
- …and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of ... 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)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting)...You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip's current… more
- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- ServiceNow, Inc. (New York, NY)
- …and visionary Lead Solution Architect (LSA) to serve as a trusted advisor , guiding our clients and internal teams through complex technical transformations. The ... measurable business impact. **Key Responsibilities:** . Act as a trusted advisor to executive stakeholders, building confidence and aligning technical vision with… more
- JPMorgan Chase (New York, NY)
- …provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing ... consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum. **Job… more
- Citigroup (New York, NY)
- …planning. The group works** **closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland ... with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients** **Analyze financial plans… more
- Anywhere Real Estate (Buffalo, NY)
- …or direct). + Experience in working closely with external partners to build business strategies . Any experience in account management or partner success is a plus. + ... approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- First Horizon Bank (New York, NY)
- …business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points + Understand ... sales goals with Relationship Managers and ensure RMs are advised of calling strategies , product strategies and initiatives + Partner with Relationship Managers… more
Recent Jobs
-
Retail Sales Lead- Naples (Full Time)
- Eileen Fisher (Naples, FL)
-
Production Maintenance Technician III
- Amentum (Waukesha, WI)
-
Cardiac Catheterization Technologist
- Prime Healthcare (Mission, TX)
-
Accounting Intern - Summer
- Nebraska Public Power District (Columbus, NE)