- JPMorgan Chase (San Francisco, CA)
- …and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their ... clients, which involves familiarizing yourself with the various investment, banking , and lending products and platforms available to our...of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating… more
- Cognizant (Salt Lake City, UT)
- …will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending strategic, tactical and ... Desktop Engineering, Desktop Support, Messaging and Collaboration, Mobility, Public cloud, private cloud, Hyper converged systems etc. . Good experience in Cloud… more
- Truist (Atlanta, GA)
- …description:** Responsible for providing client coverage to institutional capital clients ( private equity and family office), to include driving revenue growth from ... offered across our platform 5 Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and… more
- Walmart (Hoboken, NJ)
- …large company, private equity investing or portfolio operations, or investment banking . As a bonus, previous experience applying this expertise at a digital ... generate and implement solutions, leveraging subject-matter expertise. + Act as a trusted advisor to business partners, influencing to lead or act as needed to move… more
- CBRE (Madison, WI)
- …Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with CBRE professionals ... Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships...+ Minimum of five years of experience in mortgage banking with a focus on affordable housing. Exposure to… more
- Regions Bank (Birmingham, AL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... clients and identify new client opportunities + Serve as a strategic advisor creating and sustaining business with professional real estate developers and their… more
- Citigroup (Paramus, NJ)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Regions Bank (Coral Gables, FL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... and required credit training + May build on Client Advisor training to create new client value and function...Bachelor's degree + Seven (7) years experience in Commercial banking or sales with at least five (5) years… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Public Accountant), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor ), CFA(R) (Chartered Financial Analyst(R)), ... and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth Management to increase referrals. * Provides financial planning… more
- Guidehouse (Washington, DC)
- …learning to improve operations and refine processes) + Serve as a trusted advisor to senior leadership + Evaluate and suggest improvements of business processes and ... of the most significant project challenges faced by our private and federal clients. The nature of our projects...for participation in a recruitment event. Never provide your banking information to a third party purporting to need… more