- JPMorgan Chase (New York, NY)
- …in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the ... mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...and their portfolio companies, and to provide this important client group the same consistent and focused coverage that… more
- Capital One (Mclean, VA)
- …research publications + Assisting in the development and continued cultivation of client , prospective client , and professional advisor relationships + ... degree in finance, accounting, business, or economics + Investment banking, private equity, or transaction advisory experience + Financial modeling experience, to… more
- Media Cause (GA)
- …year since our founding, landing on the Inc. 5000 list for the fastest-growing private companies in America three times. We have built a strong business, although ... a number of creative and effectiveness awards for our client work, Media Cause was also honored by Inc....to lead our agency's creative and content departments. This senior leader will set the creative vision across our… more
- Neuberger Berman (New York, NY)
- …to join our team. This is a high-performing function within the Public & Private Markets, with a primary, end-to-end focus on Blackrock's Aladdin. This role will ... using Aladdin data/technology; define KPIs/SLAs and publish actionable scorecards to senior management. + Drive UAT, training, and adoption for Aladdin platform… more
- World Wide Technology (St. Louis, MO)
- …proposals, and constructing cost and pricing models. + Demonstrated success engaging with senior client stakeholders, including CISO, CIO, and risk leaders, with ... with senior executives + Strong leadership qualities: able to have "presence" in senior exec client settings; capable of gaining the trust of customers; able… more
- First Horizon Bank (Houston, TX)
- …region of a complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing client relationships which ... generate incremental revenue for the bank + Develop new client relationships which generate acceptable returns for the bank + Work with the Management and… more
- KeyBank (Elkhart, IN)
- … Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business. + Lead prospect, client and COI planning engagements when ... **Location:** 300 Nibco Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to… 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 ... any other client -facing strategy work, our audience is primarily internal senior leadership. You will be expected to conduct internal and external quantitative… more
- JPMorgan Chase (New York, NY)
- …segments - including the Private Bank, Asset & Wealth Management, and Private Client bases. This executive role is instrumental in driving product strategy, ... + Cultivate and sustain executive-level relationships, acting as a trusted advisor and facilitating transparent communication and strategic feedback between CCB and… more
- Rincon Consultants (Los Angeles, CA)
- …statewide strategy for utilities services. + Cultivate and sustain senior -level client relationships, positioning Rincon as a trusted advisor . + Lead ... Mentor senior staff on business strategy, technical leadership, and client management. + Lead succession planning to ensure long-term practice sustainability.… more