- Citigroup (Atlanta, GA)
- …Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, organize, and implement a wealth ... understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients… more
- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Citigroup (New York, NY)
- …business, which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Citigroup (Miami, FL)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Scotiabank (Dallas, TX)
- …model remains agile, efficient and customer-focused in a rapidly evolving global financial landscape. The role requires deep expertise in capital markets, strong ... guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design… more
- JPMorgan Chase (New York, NY)
- …and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and ... with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice , raising capital, managing risk,… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... with sophisticated investment portfolios. Serves as a senior legal advisor , delivers strategic counsel on complex matters involving institutional operations,… more
- WTW (Chicago, IL)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... compensation benchmarking + Short and long-term incentive design + Compensation Committee advice /support + Board Advisory + Working closely with colleagues in other… more
- Bank of America (Los Angeles, CA)
- …to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new ... up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for providing advice and valuable financial solutions to complex A&D Industry clients and… more