- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- City National Bank (New York, NY)
- …the key behaviors that indicate adoption and will drive increased sales, optimal service , and greater client satisfaction. * Design, develop and operate ... is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as...technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's… more
- S&P Global (New York, NY)
- …source pricing for the CDS instruments we provide data on + Providing exceptional client service by responding to client questions and performing ... The S&P Global Market Intelligence (SPGMI) Pricing platform provides pricing daily. This service is supported by global sell-side desks that are active in sales and… more
- Commerce Bank (Kansas City, MO)
- …$23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.) The Wealth Management Revenue Analyst is a primary point of contact for Private ... Client and Institutional Administrators within Commerce Trust Company. Commerce...capabilities and resources, objective advice, customized solutions and unparalleled service . About This Job The primary focus is providing… more
- City National Bank (New York, NY)
- …as necessary. * Assess compliance issues presented through complex new/revised product and service offerings and work closely with senior leaders of business ... Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution such as… more
- Kiewit (Knoxville, TN)
- …and service providers, while consulting with corporate attorneys and senior management when necessary. Long-term relocation and short-term assignments are a ... with a focus on safe, cost effective, and innovative designs that achieve client expectations and further Kiewit's legacy of excellence. In an ever-changing job… more
- First Horizon Bank (Charlotte, NC)
- …the associate experience and supporting First Horizon's commitment to exceptional client service . **Key Responsibilities:** + **Strategic Planning & Execution:** ... that supports business objectives, fosters associate engagement and strengthens the client experience. The position partners closely with senior leadership… more
- S&P Global (New York, NY)
- …colleagues to uncover opportunities within the infrastructure portfolio. + Provide high-touch client service to the intermediary (primarily banking) community to ... + Leverage advanced communication and negotiation skills to gain client buy-in and optimize revenue. + Deliver insights on...complex matters; provide the pulse of the market to senior management. + Collaborate with internal stakeholders to deliver… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update … more
- Grant Thornton (Appleton, WI)
- …Partnership solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data ... assessing various tax issues while also providing information to senior staff members + Providing on-the-job training to junior...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more