- Citigroup (New York, NY)
- …leadership. Establish appropriate levels of collaboration with Asset Managers on advisor and end-client marketing and product fundraising commensurate with Manager ... intelligence to maximize commercial impact. + Partnerships in Alternatives / Private Markets - provide perspectives and coordination with iCapital as may… more
- HSBC (St. Helen, MI)
- …Services, with strong collaboration with other business lines including International Wealth and Private Banking and HSBC Asset Management. **In this role, you ... and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption...and a track record of client engagement and trusted advisor status. + A strong understanding of risk management… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... line side, assisting them with winning and maintaining the role of trusted advisor to their clients. The list of product offerings is constantly expanding in… more
- CrossBoundary (Washington, DC)
- …Advisory CrossBoundary Advisory, part of CrossBoundary Group, is a leading investment advisor focused on unlocking private capital in underserved markets. We ... Managing investor relationships Who you are + 4+ years in top tier banking , consulting, private equity, or similar + Current MA or MBA candidate + Self-starter… more
- CrossBoundary (Washington, DC)
- …Advisory CrossBoundary Advisory, part of CrossBoundary Group, is a leading investment advisor focused on unlocking private capital in underserved markets. We ... to leverage AI capabilities Who you are + 4+ years in top tier banking , consulting, private equity, or similar + Current MBA or MA candidate + Self-starter who… more
- Citigroup (New York, NY)
- …managed investments, portfolio management, trust and estate planning, investment finance and banking . By building on the strengths and capabilities across Citi, we ... are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi...processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify… more
- Red Hat (Columbia, SC)
- …Platform (AAP)** . In this customer-facing role, you will act as a trusted advisor to some of the largest banks, insurance companies, and capital markets firms ... collections + Serve as the primary technical point of contact and trusted advisor on automation strategy for assigned accounts + Conduct scoping / pre-sales calls,… more
- Bank of America (Washington, DC)
- …Join us! **Job Responsibilities:** + Engage with complex Not-For-Profit Healthcare , Private Higher Education and 501c3 clients as their working capital, financial ... technology and operational advisor + Articulate and understand the healthcare environment with...treasury sales and card solutions experience preferably in healthcare banking /revenue cycle + BA/BS Degree or equivalent work… more
- Dorsey & Whitney LLP (Phoenix, AZ)
- …commercial lending and real estate finance transactions representing banks and other private lenders on both Arizona-based and national deals. Matters include senior ... to companies worldwide across a diverse range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources;… more
- Intuit (Mountain View, CA)
- …FP&A experience or equivalent tenure from related positions in corporate finance, investment banking , private equity, or analytics + 4+ years of experience with ... QuickBooks line of products including accounting, payments, payroll, capital lending and banking .The US SBSEG Finance team is critical in driving business growth and… more