- Comerica (Bloomfield Hills, MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Regional Director CFAThe Regional Director role leads...the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals,… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- DriveTime (Tempe, AZ)
- …the Hood** DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and ... In short, we are seeking a strategic and hands-on Director of Income Tax to lead our income tax...to federal and state income tax audits. + Provision Management (ASC 740): + Direct the preparation and review… more
- S&P Global (New York, NY)
- …of finance, economics, and storytelling. Partnering closely with Product and Sales , we build brand awareness, fuel pipeline growth, and deliver measurable ... right in. **Responsibilities and Impact:** As an Associate Marketing Director , you will play a pivotal role in shaping...results. + Serve as a key liaison between Product, Sales , and Marketing teams, influencing stakeholders beyond your direct… more
- DriveTime (Tempe, AZ)
- …the Hood** DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and ... hire at this time._** In short, as the Assistant Director of Data Science you will lead a team...and competence for a wide variety of audiences including management . + **Intellectual curiosity. ** Why? What? How? Do… more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , US Liquidity Reporting & Analytics **Requisition ID:**...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (Miami, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (San Francisco, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more