- City National Bank (Jersey City, NJ)
- …. * Experience advising on Employee Retirement Income Security Act (ERISA) qualified investment advisory accounts is a plus. * Advise on issues relating ... * SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS...investment management, brokerage, and custody within a bank, advisory firm, or other financial services firm. *Additional Qualifications*… more
- Vanguard (Charlotte, NC)
- …to business partners and senior compliance leadership. + Provides compliance guidance and advisory support to business units, helping to mitigate risk ... We are seeking a seasoned compliance professional to lead monitoring and testing for...actions to closure. + Maintains deep knowledge of the investment and financial services industry, with a focus on… more
- Deloitte (Milwaukee, WI)
- …As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... Tax LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the… more
- CIBC (Atlanta, GA)
- …Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship ... A proven track record of managing high-net-worth client relationships. + Expertise in investment and wealth advisory services. + A collaborative approach to… more
- CIBC (Chicago, IL)
- …exceptional service:** Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship ... A proven track record of managing high-net-worth client relationships. + Expertise in investment and wealth advisory services. + A collaborative approach to… more
- CBRE (Atlanta, GA)
- …loans. More information is available at http://www.cbre.us/real-estate-services/investor/debt-and-structured-finance. As a Senior Counsel on the Advisory team of ... Senior Counsel, Debt and Structured Finance Job ID...Structured Finance Job ID 229853 Posted 04-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Legal… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... Banking (PBB) Bank * Responsible for revenue production goals related to advisory services and securities products. * Assist in developing new relationships with… more
- Citigroup (New York, NY)
- …advisor needs, and product development opportunities + **Participate in the Global Investment Committee** , a management team of senior thought leaders ... + **Identify and initiate cross-business opportunities** with the various coverage teams and investment solutions **.** + Ensure 100% ** compliance on all Citi… more
- M&T Bank (Bear, DE)
- …worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to ... deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs...appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of… more
- MTA (New York, NY)
- Senior Director - Debt Financing Job ID: 12102...the C suite in representing MTA to the global investment community and is expected to apply financial expertise ... Services Date Posted: Jun 20, 2025 Description JOB TITLE: Senior Director, Debt Financing DEPT/DIV: Finance WORK LOCATION: 2...the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds… more