- Citigroup (Jersey City, NJ)
- …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction… more
- Huntington National Bank (Byron Center, MI)
- …our solutions effectively + Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts + Partner ... Sr. at Huntington Bank, you'll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You'll… more
- Raymond James Financial, Inc. (New York, NY)
- …of the business and to keep pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive ... stakeholders without formal authority . Balancing independence and collaboration in a client - and business -facing role **Ability to:** . Author policies,… more
- First National Bank of Omaha (Minneapolis, MN)
- …how it fits into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client accounts, including processing orders, ... Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation. * Sales Support:… more
- Bank of America (San Francisco, CA)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Private Wealth Client Relationship Manager San Francisco, California **To proceed...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …(WIA), the financial services division of World Insurance, is looking to add a Manager- Client Experience who will serve client advisors in their opening of ... accounts, back-office administration, client engagements and contact including client service...+ Follow up on opportunities- organize Advisors for calls Business Improvement + Collaborate with firm specialists on plan… more
- Thrivent Financial (Germantown, WI)
- …of the advisory team at Gateway Associates to observe meetings run by more senior advisors, implements strategies recommended in client meetings, and oversee ... Associates - Thrivent provides comprehensive financial planning to individuals and small business owners who engage in on-going advice relationships for a monthly… more
- Truist (Atlanta, GA)
- …Knowledge of specific applications, technology platforms, programming languages, systems, or business segments 3. Banking or financial services experience. ... at the forefront of real-time payments innovation. As a Senior Payments Software Engineer, you will lead the design...automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage… more
- Capital One (Richmond, VA)
- Principal Auditor (Experienced Senior Auditor), Consumer Lending Audit (Hybrid) Capital One's Audit function is a dedicated group of professionals focused on ... audits for the Capital One Card and Auto Finance business across the US, Canada and UK. As a...performed, including draft findings. + Establish and maintain good client and team relations during engagements. Effectively communicate information… more
- Kyndryl (Harrisburg, PA)
- …customers and our communities. **The Role** The **HR Controls & Compliance Senior Lead** position is pivotal in ensuring the organization's adherence to compliance, ... role involves streamlining HR processes, managing control risks, and ensuring business continuity for critical HR functions. **Essential Skills, Duties &… more