- Citigroup (Queens, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Queens, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Paramus, NJ)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Intercontinental Exchange (ICE) (Atlanta, GA)
- …team that will have a focus on supporting clients leveraging our customized Broker/ Advisor platform. Referred to as our private label, this application provides ... on the day-to-day support of clients, which includes handling client inquiries and requests. Due to the high degree...well as key clients. This position will report to Sr . Director of ATS Platform and Product Management. **Responsibilities**… more
- Citigroup (Beverly Hills, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- M&T Bank (Buffalo, NY)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- AECOM (New York, NY)
- …solicit, and manage infrastructure projects. This individual will report to Transportation Sr Director for PMCM Services and will perform the following: Serve as ... top advisor on projects of large scope and complexity and...and project management, to ensure seamless project execution and client satisfaction. + Establish and maintain strong relationships with… more
- Wells Fargo (Birmingham, MI)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- AECOM (New York, NY)
- …NY Metro Region and in New Jersey. This individual will Serve as top advisor forCommercial and Contractual issues on a _signature_ mega project or on various similar ... large scope and complexity. This position will report to NY Metro Transportation Sr Director for PMCM Services and will have considerable interaction with AECOM… more
- Santander US (Boston, MA)
- …+ Define and execute the firm's product strategy to support business growth and advisor / client needs. + Identify product gaps and opportunities based on market ... You!** **The Difference You Make:** The Head of Investment Products is a senior executive responsible for leading the investment vision, philosophy, and strategy for… more