- RIT Solutions, Inc. (Brooklyn, NY)
- Main Knowledge Areas: Lending, Private Banking, Wealth Client and/or other top global banking senior management experience. Knowledge of agency non-agency, ... to guide business stakeholders to leverage and integrate with LoanIQ, Optimize Client 's benefit derived (toward total ROI) from LoanIQ's capabilities per area of… more
- Citigroup, Inc. (Paramus, NJ)
- … will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 14210 Job Summary The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- Citigroup, Inc. (Arlington Heights, IL)
- …procedures. Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- Ares Management Corporation (New York, NY)
- …collaboratively with senior management to provide information and expertise on Private Equity Secondaries strategies. To succeed in this role, an individual must ... possess the following specific competencies or attributes: Knowledge of private equity/secondaries, based on investments, portfolio management and/or marketing… more
- First Horizon (Miami, FL)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... the tools and proven methods that will lead to Advisor and Client success. If you are...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,… more
- Houlihan Lokey, Inc. (New York, NY)
- …or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as public ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- Citigroup, Inc. (New York, NY)
- …S7) Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor Time ... role will be expected to: Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- First Horizon (Greensboro, NC)
- …also for Business Bankers and Commercial Bankers who are exploring a new path within the Private Client space. Summary As a Private Bankers (PB), you are ... solutions. Team and peer group role model for other Private Client Relationship Managers Continuously act as...working complex credit deals and/or in tandem with a senior credit advisor . Advanced and proven working… more
- Catalant (Boston, MA)
- …Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs. ... include more than 30% of the Fortune 500, top private equity firms, and global consultancies, all seeking a...future of consulting to the next level. As a Client Partner, you will be an integral part of… more
- PPM America, Inc. (Chicago, IL)
- …improvement mindset Excellent communication skills with the ability to deal with employee/ client professionally and collaborate with senior management Must be a ... PPM's Finance & Accounting department consists of two teams-Corporate Finance and Private Equity Administration. The Corporate Finance Team covers the core aspects… more
- Omnicom Media Group US (New York, NY)
- …and maintain strong relationships with all internal and external stakeholders. Be a trusted advisor for the investment process for internal client teams and the ... more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ... teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial… more
- FTI Consulting, Inc (New York, NY)
- …presentations Anticipate client needs and concerns and proactively work with senior leaders to address them Provide strong project management support to ensure ... years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading...- and learn from - a diverse set of senior professionals. Feedback Through Ongoing Client Work:… more
- MCCONNELL JONES GROUP (Atlanta, GA)
- …fostering an environment where unique perspectives come together to enhance client solutions. As the largest majority African American-owned and controlled public ... diversity of our people empowers the diversity of our client solutions, as captured by the firm's tagline, Diverse...projects, reviewing staff work, and serving as a trusted advisor to clients across various industries. As a leader… more
- Segal (Chicago, IL)
- …teams. The Senior Consultant demonstrates leadership by being a trusted advisor to both clients and colleagues, leading and participating in initiatives to grow ... The Opportunity: The Senior Consultant has primary accountability for providing strategic...providing strategic oversight to assigned and new public sector client relationships that has the effect of maximizing the… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …and execution of our Wealth Banking products to support our Retail affluent client segment. This program is designed to deepen relationships with mass affluent ... to development Wealth Management expertise. As a Product Manager Senior within PNC Investments, you may be based in...PNC's broader wealth strategy. Work with our Retail and Private Banking partners to advocate for Mass Affluent solutions… more
- First Horizon (New Orleans, LA)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. *Proactive Client Outreach: Conduct ... Location : This position will provide a Senior Level of Relationship Banking coverage for the...Metropolitan market. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to… more
- Chronograph (New York, NY)
- …communication, negotiation, and interpersonal skills Ability to communicate confidently with senior management and client counterparts on complex legal and ... Overview Chronograph was founded to bring next-generation technology to private capital markets. Through our suite of cloud-based analytics and data management… more
- BerlinRosen (New York, NY)
- …in real estate, housing, finance, land use, and placemaking. Serve as a senior advisor to executive clients and internal stakeholders Architect and oversee ... and progressive policy, public affairs,, higher education, real estate, private equity, travel, lifestyle, arts & culture, and more....join our Cities & Real Estate practice as a Senior Vice President . This role sits at the… more
