- eTeam, Inc. (St. Petersburg, FL)
- Job Title: Fixed Income Operations Senior Advisor Job Duration: 12 months contract Hybrid role for candidates local to either St. Petersburg, FL (preferred) or ... practices and procedures used in the securities industry. Principles of banking and finance operations. Financial markets and products. Skill in Organization… more
- Oliver James (New York, NY)
- We are partnering with a fast-growing, advisor -first RIA that offers equity, high-end support, and career development for ambitious advisors who are ready to break ... free of the banking /BD model and build something bigger. They offer a...high-net-worth and ultra-high-net-worth individuals. They are now expanding their senior advisory team and seeking experienced advisors-particularly from the… more
- KeyBank (Pittsburgh, PA)
- …11 Stanwix Street - Pittsburgh, Pennsylvania 15222 Job Summary The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant ... Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable… more
- First Horizon (Miami, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states… more
- Citigroup, Inc. (New York, NY)
- The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services ... types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an...of this role is to act as a strategic advisor to our clients by formulating investment strategies and… more
- Bank of Montreal (Portland, OR)
- …products and services. Provides strategic input into business decisions as a trusted advisor . Makes recommendations to senior leaders on strategy and new ... and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and… more
- Citigroup, Inc. (Jacksonville, FL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital ... The Wealth Solutions Advisor SAFE Act position is a developing professional...environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- USAA (Colorado Springs, CO)
- …will also manage the teams projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the teams model inventory ... position. What you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation.… more
- City National Bank (New York, NY)
- RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs...on key areas of client needs. Improve Sales & Banking Acumen - committed to continuously developing stronger … more
- Wilmington Trust (New York, NY)
- …duties as assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow to ... (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's...to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products… more
- Michael Page (New York, NY)
- …lines Build strong relationships with hiring managers and act as a trusted advisor on hiring strategies, market insights, and candidate selection Develop and execute ... sourcing strategies to attract passive and active candidates across Investment Banking , Capital Markets, and Financial Services Screen resumes, conduct interviews,… more
- Alloy (New York, NY)
- …growing a portfolio of 25 accounts where you are the lead strategic advisor Managing your portfolio of accounts with regular meetings, mapping the organization, ... Enterprise SaaS solutions, and demonstrable domain expertise in the banking /fintech/compliance/regulatory space. Strong interpersonal, organizational, time-management and prioritization skills… more
- LPL Financial Holdings, Inc. (Fort Mill, SC)
- Senior Analyst - Fraud Operations Strategy and Program Management At LPL, we are dedicated to safeguarding our clients and advisors through proactive fraud risk ... management. As Senior Analyst, Fraud Operations Strategy and Program Management, you...Specialist ("CAMS") are preferred. Experience with financial products, digital banking , and payments. Experience with Equifax, LexisNexis, TransUnion or… more
- BOK Financial (Tulsa, OK)
- …NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK ... for investors, employees, and the community. Job Description The Senior Investment Manager manages investment portfolios within established corporate guidelines,… more
- Citizens Bank (Johnston, RI)
- Job Description As a Senior Risk Manager in the First Line of Defense, you will play a pivotal role in managing risks across digital banking platforms and ... technologies-including AI and intelligent automation. You'll serve as a trusted advisor to business partners, helping to ensure innovation is delivered safely,… more
- Simmons Bank (St. Louis, MO)
- …of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting ... choices on how they wish to bank. As a Senior Relationship Banker (SRB), you will be responsible for...our customers in an ever evolving and fast paced banking environment Coach and lead the branch team according… more
- JPMorgan Chase & Co. (Plano, TX)
- …JPMorgan Chase & Co., a leading global financial services firm, as a trusted legal advisor . Be part of a dynamic team that manages legal risks in marketing and ... As a Marketing Legal Attorney - Assistant Vice President, Senior Counsel in the Marketing Legal team, you will...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Finastra (Austin, TX)
- …applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking . Proudly serving over 8,000 customers, including 45 of the world's ... doing well by doing good. What will you contribute? Finastra is currently seeking a Senior Tax Analyst to join our team. The role requires a highly technical and… more
- Citigroup, Inc. (Chicago, IL)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are… more
- Citigroup, Inc. (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.… more
