- JPMorgan Chase (New York, NY)
- …goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory ... Director in JPMA, you will be responsible for developing,...of supervisory topics to mitigate risk and enhance the client experience + Participate on various committees and projects… more
- JPMorgan Chase (Woodland Hills, CA)
- …clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Lead business ... process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new… more
- Tompkins Community Bank (Rochester, NY)
- …Coordinate with other Tompkins Financial Corporation business units to provide comprehensive client solutions . Business Development + Lead efforts to grow TFA's ... (TFA) in an assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and… more
- Truist (Atlanta, GA)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector and ... products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7.Advanced analytical and technical… more
- BMO Financial Group (Los Angeles, CA)
- …driving high-performing sales organizations, including experience leading leaders, expanding client portfolios, and generating meaningful growth. Success in this ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Citigroup (Dallas, TX)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- Citigroup (New York, NY)
- … client . + Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm. + Help clients ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job...whole. **Responsibilities:** + The position entails growing the existing client business, along with an acquisition strategy for UHNW… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications.… more
- Oracle (Columbia, SC)
- …Managers at any level can have significant technical and business impact. As a Senior Director you will own the vision and execution of software design ... plans to achieve strategic objectives. Regularly interacts across functional areas with senior management or executives to ensure unit objectives are met. Ability to… more
- Oracle (San Antonio, TX)
- …plans to achieve strategic objectives. Regularly interacts across functional areas with senior management or executives to ensure unit objectives are met. Ability to ... plans to achieve strategic objectives. Regularly interacts across functional areas with senior management or executives to ensure unit objectives are met. Ability to… more