- Bank of America (Stamford, CT)
- …Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Stamford Market (PR) Stamford, Connecticut **Job...Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant… more
- US Bank (New York, NY)
- …In addition, PWM has specialized capabilities in business-sale advisory and pre- transaction planning. The Private Wealth Advisor (PWA) is responsible ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Santander US (New York, NY)
- Trade & Working Capital Solutions: Structuring, Doc Trade Specialist - Global Transaction Banking (GTB) - Associate / Vice President New York, United States of ... for SCIB clients of Santander US. + Act as advisor , consultant, and first point of contact for clients...+ Provide pricing / market intelligence to transactions, ensuring transaction profitability in line with the Bank's capital models… more
- City National Bank (New York, NY)
- **RELATIONSHIP ADVISOR SENIOR - ASSET BASED LENDING -** **_Hybrid work schedule: NYC, NY., Los Angeles, CA., Charlotte, NC._** **WHAT IS THE OPPORTUNITY?** Serves as ... rate of return, takes the lead and manages due diligence and transaction underwriting in accordance with credit policy, risk guidelines and regulatory requirements,… more
- Elevance Health (New York, NY)
- **Senior Identity & Access Management (CIAM) Security Advisor ** **Location:** This position will work in a hybrid model (remote and office). The ideal candidate will ... locations. The **Senior Identity & Access Management (CIAM) Security Advisor ** develops, recommends, and implements enterprise information security policies,… more
- JPMorgan Chase (New York, NY)
- …participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's relationships with the ... arrangements. The role will require you to work closely with the DCIS Advisor CA team to achieve team objectives, coordinate key coverage and deepen enterprise… more
- City of New York (New York, NY)
- …equitable allocation of city-owned and leased space for agency use. The Senior Advisor for Real Estate Services will report directly to the RES Deputy Commissioner ... space and to minimize real estate costs, the Senior Advisor will play a crucial role in redefining the...fit out specifications. - Develop and execute real estate transaction practices and structures to meet City of New… more
- MUFG (New York, NY)
- …locations are Seattle, Atlanta and Boston** **_Job Summary:_** The Client Relationship Advisor manages a portfolio of borrowing and non-borrowing clients and is ... and Fraud alerts **Client Success** + Collaborates with client's Relationship Manager and Transaction Banking teams to remain apprised to short - and long - term… more
- JPMorgan Chase (New York, NY)
- …goals in the way that's best for them. As a Platform Solutions Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our clients ... investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and equity investments. The Department develops and acts as an objective advisor regarding the strategic fit, valuation, and structuring of these numerous ... developing M&A strategies, identifying potential targets, and overseeing all aspects of transaction execution + Serve as day-to-day lead across all aspects of M&A… more
- TD Bank (New York, NY)
- …Banking TDS has responsibility to develop and maintain a portfolio of trusted advisor relationships at senior levels (CEO, CFO, Board) that leads mandates and repeat ... business. **Depth & Scope:** + Develops and maintains a portfolio of trusted advisor relationships at senior levels (CEO, CFO, Board) that leads mandates and repeat… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and equity investments. The Department develops and acts as an objective advisor regarding the strategic fit, valuation, and structuring of these numerous ... M&A strategies, identifying potential targets, and overseeing all aspects of transaction execution. + Work in close partnership with business unit leadership… more
- JPMorgan Chase (New York, NY)
- …Families and Family Investment Firms. The mission is to become the trusted advisor and the preeminent provider of Investment Banking services to families, family ... prospecting and coverage, idea generation and M&A, debt and equity capital markets transaction execution. In addition, the Analyst will also have an opportunity to… more
- Microsoft Corporation (New York, NY)
- …role of Corporate Counsel. This position will focus on counseling and transaction support for the organization responsible for engineering and development of ... to improve quality and reduce contract cycle time. + Developing trusted advisor relationships and counseling the cloud hardware organization on a broad range… more
- Deloitte (New York, NY)
- …As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who ... Help ensure IT is a successful enabler for a transaction . The Team M&A Strategy advises clients regarding the...risk profiles that serve as a catalyst for a transaction , restructuring and cost transformation event. Our professionals assist… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- Morgan Stanley (New York, NY)
- …units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a ... credit analysis and due diligence for corporate lending transactions, process transaction approval packages and present credit recommendations to senior CRM officers… more
- Deloitte (New York, NY)
- …strategize, and execute SAP cash management, Treasury management, including Transaction management, Hedge management, and accounting, Liquidity planning, and ... and TMS implementations. + SAP Treasury Advisory: Serve as a trusted advisor , offering SAP treasury, risk management, and technology advisory services that shape… more
- JPMorgan Chase (New York, NY)
- …Analysis, and Project Management **Job responsibilities** + Act as a trusted advisor to business and group heads by identifying, escalating, and mitigating business ... integrity and validity of the financial statements and controls over the transaction cycle; perform critical reporting and controls functions for the organization,… more
- HSBC (New York, NY)
- …Markets (Credit Sales, Cash Equities, Interest Rate & Equity Derivatives, FX), Transaction Services - Cash & Liquidity Management, Securities & Trust Services and ... and above hurdle RoRWA returns for the Group + Develop "Trusted Advisor " and "First Call" relationships for event-driven transactions by developing and pitching… more