- Citigroup, Inc. (Hewlett, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...referral leads Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure strict adherence to… more
- APN Consulting (New York, NY)
- …to join our teams and grow with us. Direct Client Requirement Role: Senior Advisor , Service Maturity & Program Quality Location: New York, NY (Hybrid) Position Type: ... Contract Position Summary We are seeking a highly experienced senior advisor to oversee service maturity and program-level quality assurance across a large-scale,… more
- JPMorgan Chase & Co. (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client,...those catered to Preferred, personal, or small business clients. Regulatory / Compliance - strong understanding of the … more
- Brightflag (New York, NY)
- …adoption of our solutions. What You Will Be Doing Establish trusted advisor relationships with customer executive sponsors to ensure that all activities are ... and managing high-touch relationships. Experience acting as a trusted advisor for customers and recommending solutions that align with...global organizations and forms part of the Legal & Regulatory division of Wolters Kluwer, a global provider of… 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 ... develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and… more
- Wilmington Trust (New York, NY)
- …and sales initiatives. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. ... duties as assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow to… more
- Citigroup, Inc. (New York, NY)
- …and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. ... considered, and seeks or grants approvals as appropriate. Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. Ensure strong… more
- KeyBank (Cooperstown, NY)
- …Main Street - Cooperstown, New York 13326 Job Summary Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... for day-to- day Teller scheduling, staffing issues and branch compliance with regulatory , security, and internal audit controls. At KeyBank, we believe it's our… more
- Deutsche Bank (New York, NY)
- …Asset Operations (IAO) division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS. IAO is responsible for ... and processes. Assist in tracking/management of annual tax returns/1099s/K-1's, regulatory reporting requirements and loan compliance requirements. Collaborate on… more
- WSP (New York, NY)
- …with applicable Federal, State, and Local environmental laws, policies, and regulatory requirements. Support the overall long-term strategy, growth, and pipeline ... summarize data, including reports and documents that result in sound scientific and regulatory conclusions to minimize impacts to the health of the environment and… 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
- 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 ... develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and… more
- Hotwire - US (New York, NY)
- …business totaling $2.5-3.5M Elevate the visibility of Hotwire as a trusted advisor in the FinTech space through thought leadership activities, speaking engagements ... budget YOY Strong understanding of the FinTech industry, its regulatory environment, and emerging trends Excellent communication, presentation, and interpersonal… more
- Roads to Success Inc (New York, NY)
- …student achievement and wellbeing. Operationally, the director will ensure regulatory compliance, maintain meticulous records, and supervise resource allocation. ... $65,000 - $75,000 RESPONSIBILITIES: Leadership and Coordination: Serve as an advisor to the school principal, guiding the coordination efforts of various… more
- SelectOne (Buffalo, NY)
- …and close for multiple entities. They will be the primary financial contact and advisor to the CEO and board and will help develop the long-term strategy for ... over a healthcare organization as well as a strong understanding of the regulatory environment and reimbursement climate. This is a hands-on position and highly… more
- CoStar Group (New York, NY)
- …the commercial real estate lending space to position yourself as a trusted advisor . Sales Execution: Own the full sales cycle-from prospecting and demos to closing, ... with commercially available data sets. Familiar with banking regulations and the regulatory framework in the US banking system including stress testing and… more
- Citigroup, Inc. (Getzville, NY)
- …whether for real-world needs or as part of our scenario planning and regulatory reporting. While that sounds straightforward, it's a meaningful undertaking to move ... strategic functional decisions through advice, counsel or provided services. Acts as advisor or coach to new or lower level analysts; allocates work. Provides… more
- National Financial Partners (Albany, NY)
- …appropriate industry trends and events, including all state and federal regulatory issues. Production: Key Responsibilities: Networking and developing centers of ... to build relationships, convey value, and establish yourself as a trusted advisor . Negotiates terms, conditions, coverage limits and pricing with carriers and… more
- First Global Management Services, Inc. (New York, NY)
- …support initiatives, interfacing with key leaders across the business, advisors and advisor teams, marketing team members, agencies and vendors to deliver the very ... officers to ensure events align with overall business objectives and regulatory requirements. Possess strong written and verbal communication skills to effectively… more
