- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. ... + Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues… more
- Citigroup (Irving, TX)
- …Lead- Java (Hands-on)- VP - Hybrid** **Introduction** Citi's Institutional Clients Group (ICG) is comprised of diverse, talented professionals located in more ... strives to meet the demands w of Citi's global client base through debt capital raising, merger and acquisitions,...supports would be and returning mothers with various childcare benefits . + Citi offers a robust training program. We… more
- Truist (Charlotte, NC)
- … issues 6. Provide cogent and sound thought leadership, direction and strategic thinking to group head. Serve as trusted advisor and SME 7. Support Sales on key ... strategy, design/maintenance of sector-specific solutions, and operational execution of client pricing adjustments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is… more
- JPMorgan Chase (Jersey City, NJ)
- …by helping to drive key initiatives. You will act as a trusted advisor and counterweight to Business/ Group Heads, and are responsible for identifying, ... into the territory's performance, such as D&I balance growth, customer experience, client outreach, and field staff (eg, branch manager, banker, advisor )… more
- JPMorgan Chase (Plano, TX)
- …Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager, Vice President within ... budget, and overall direction. Be part of a dynamic and evolving group , contributing to financial planning, resource management, and program governance. This role… more
- BlackRock (Boston, MA)
- …responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of ... partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies… more
- Charles Schwab (Phoenix, AZ)
- …location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group , you will be joining a team that supports our Schwab Wealth Advisory ... clients. On this client -facing, in-bound phone team, you will be able to...set you on the path to becoming a Wealth Advisor , this could be the opportunity for you. We… more
- Intuit (Atlanta, GA)
- …providing them with powerful financial tools. Our Global Business Solutions Group includes industry-leading product solutions such as Intuit Enterprise Suite, ... subject matter expert throughout the customer lifecycle and ensuring they maximize the benefits of the Intuit platform. Your passion for customer engagement and your… more
- Cushman & Wakefield (Chicago, IL)
- …**Job Description Summary** As a member of Cushman & Wakefield's Portfolio Advisory Group , the Director, Projects and Operations will be dedicated to one or more ... of Cushman & Wakefield's most dynamic client accounts. The Director of Projects & Operations provides...and objectives are met. + Act as a trusted advisor to clients, maintaining strong relationships and resolving escalated… more
- Banc of California (Beverly Hills, CA)
- …cards, FX, lockbox, remote deposit and integrated payables. + Deep understanding of client business models and a trusted advisor in current and emerging ... We are committed to supporting your growth and well-being with comprehensive benefits , career development programs, a variety of employee resource groups, and more.… more