- PSEG (Newark, NJ)
- …equity and debt issuances and share repurchase programs. * Primary legal advisor for Investor Relations, External Communications, Accounting, Treasury , Tax and ... projects, products and services, and HR projects and services. * Primary legal advisor for all matters handled by the corporate development group including M&A and… more
- Wells Fargo (San Francisco, CA)
- …. **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") ... Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as… more
- BMO Financial Group (Chicago, IL)
- …relations package. + Provides strategic input into business decisions as a trusted advisor . + Networks with industry contacts to gather competitive insights and best ... performance, and addresses any issues. + Acts as a trusted financial advisor to assigned business/group. + Influences and negotiates to achieve business objectives.… more
- Truist (Atlanta, GA)
- …team provides corporate banking services to including lending, stadium financing, treasury management, and capital market solutions. Truist Sports & Entertainment ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Umpqua Bank (Redding, CA)
- …with a Commercial team to deepen client relationships. Maintains a trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the Commercial client "expert" in providing differentiating… more
- Citigroup (New York, NY)
- …licenses in over 90 countries and the industry's largest proprietary network, Citi's Treasury & Trade Solutions (TTS) business continues to lead the way in offering ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...you'll be responsible for: . Driving Citi's position as advisor to key business and technical stakeholders through leading… more
- BMO Financial Group (Sacramento, CA)
- …Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support ... or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Bank of America (Atlanta, GA)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver… more
- Bank of America (Charlotte, NC)
- …regulatory reporting, balance sheet management, financial planning and analysis, treasury , investor relations, corporate investments and tax. **Responsibilities:** + ... with Enterprise culture and conduct principles, serving as a trusted advisor to leadership + Manages and influences critical workforce activities, including… more
- Flatirons Bank (Boulder, CO)
- …includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions. ... and follows up to ensure needs are met. + Serves as a trusted advisor to clients and prospects. Establishes strong credibility internally and externally. + Uses… more
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