- Citigroup (Boston, MA)
- …clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. ... Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the… more
- Citigroup (Los Angeles, CA)
- …S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** Investment ... with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these… more
- Deloitte (Los Angeles, CA)
- …requirements. Candidate will demonstrate a good understanding and working knowledge of the client 's business and tax systems, and for meeting client deadlines. ... of delivering results for our clients. The Partnership Solutions Group (PSG) is a service line of NFTS and...Engineer + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified… more
- 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. ... and maintaining a pipeline of episodic deals + Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent… more
- Citigroup (New York, NY)
- …of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy ... are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private Bank brands. **Job Description:**… more
- HUB International (New York, NY)
- …and forward-thinking Senior Claims Advocate to join our Property and Casualty (P&C) Claims Group . Key Responsibilities: + Act as claims advisor to large, complex ... a broad array of property, casualty, risk management, life and health, employee benefits , investment and wealth management products and services. Becoming a part of… more
- Bank of America (Frisco, TX)
- …Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and ... practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not… more
- Columbia Bank (Greenwood Village, CO)
- …Trust President. + Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the overall level of ... + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on the activities of the… more
- Anywhere Real Estate (Indian Wells, CA)
- …party market share. He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the other team players in ... to clear exceptions + Deliver all necessary documents to client + Keep in direct contact with agent with...+ Ability to effectively present information in one-on-one and group situations to other employees of the department. +… more
- Citigroup (Irving, TX)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more