- Citigroup (New York, NY)
- …management of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging ... executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that… more
- Citigroup (Miami, FL)
- …management of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging ... executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that… more
- Citigroup (New York, NY)
- …management of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging ... executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that… more
- Citigroup (San Francisco, CA)
- …management of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging ... executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that… more
- JPMorgan Chase (Jersey City, NJ)
- …business opportunities for JPMorgan Payments via appropriate solution(s); traditional cash management , FX, International payments, liquidity + Manage client ... it with the client coverage team for both new business development and management of client risk + Work closely with the coverage team to guide efforts to expand… more
- JPMorgan Chase (Jersey City, NJ)
- …new business opportunities for JPMorgan Payments via appropriate solution(s); traditional cash management , FX, liquidity + Manage client visitation and contact; ... it with the client coverage team for both new business development and management of client risk + Work closely with the coverage team to guide efforts to expand… more
- Ankura (Los Angeles, CA)
- …forecasting, and scenario modeling all enabled by technology + Reporting: Design management reporting packages with focus on key performance indicators to facilitate ... management and achievement of financial goals + Data Analytics...Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or… more
- JPMorgan Chase (Jersey City, NJ)
- …and JPM industry value proposition in addressing clients' needs. + Ensure strong risk management , compliance, and adherence to relevant policies and procedures ... and needs of clients. + Understand JPM product offerings (Payments, Cash Management , Liquidity , FX, Merchant Services, Embedded Finance, Trade, and Working… more
- Charles Schwab (Bellevue, WA)
- …Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate ... specified location.** Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships,… more
- Robert Half Finance & Accounting (Columbia, SC)
- …financial experience, including leadership roles. * Strong expertise in financial reporting, risk management , and compliance. * Advanced skills in financial ... organizational goals and drive growth. * Manage cash flow, capital planning, and liquidity to ensure resources are available for strategic initiatives. * Build and… more