- M&T Bank (New York, NY)
- **Overview:** In support of the Bank's Affordable Housing vertical within the Commercial Real Estate Segment of the Commercial Bank, originate affordable housing ... the delivery of affordable housing financing and various banking products and services to existing and prospective clients. **Primary Responsibilities:** + Own all… more
- JPMorgan Chase (Boston, MA)
- …a broad suite of transactional, wealth management and investment advisory services . Our Investment Professionals-among the most experienced and creative in the ... Assist in the on/off boarding of JP Morgan Advisors staff + Review client inquiries, issues, and complaints and complete a thorough investigation and provide… more
- NetApp (San Jose, CA)
- …household names in industries like manufacturing, healthcare, automotive, and financial services , companies that depend on data to drive operations, performance, and ... this segment will be aligned 1:1 with an **Enterprise Client Executive** , forming a tight two-person team dedicated...DO** + Serve as the **technical lead and trusted advisor ** for a small number of large, strategic enterprise… more
- Columbia Bank (Sacramento, CA)
- …with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes ... recommendations. + Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information… more
- IBM (Coppell, TX)
- …technologies to address clients' complex business challenges and drive innovation. * Client Engagement: Serve as a subject matter expert for clients, guiding them ... initiatives, and contribute to the co-creation of innovative solutions and services . * Differentiation Strategy: Identify and amplify our unique value proposition… more
- Vanguard (Charlotte, NC)
- …We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. ... and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and...obstacles based on prior experiences. Serves as a trusted advisor to ensure strategies are aligned with the overall… more
- Truist (Charlotte, NC)
- …Wealth, Investment Banking, Lending, Sales Enablement, Digital, Treasury, and Production Support . Key Responsibilities: * Oversee the TD&O Wholesale budget (Operate ... for TD&O Wholesale. * Drive strategic cost and supplier initiatives to support business objectives across multiple divisions. Please note that candidate must be… more
- Bristol Myers Squibb (Princeton, NJ)
- …in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their ... for the business. The Director serves as a proactive advisor , ensuring the organization is equipped with the workforce...including both Talent & Inclusion and Talent Rewards, to support HRBPs in delivering end-to-end solutions for priority talent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …range of professional skills. You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of the ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your… more
- Columbia Bank (UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required + 10+ ... Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the...+ Adheres to annual budget and business plan that support trust company objectives. + Ensures alignment of trust's… more