- EY (New York, NY)
- …professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, ... new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...and processes related to job function as a trusted advisor and role model for our people across multiple… 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 a Subject Matter Expert ("SME") for Asset Based Lending ("ABL") transactions within CNB. Collaborates with Relationship Managers ("RMs")… more
- University of Rochester (Rochester, NY)
- …difficulties, act as liaison between students and administration. Acts as advisor for international students between Simon School and the International Services ... Facilitates communications and liaises between students, faculty, and other senior administrators. Provides information regarding Simon School and program… more
- JPMorgan Chase (New York, NY)
- …You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off ... your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you...means joining a collaborative, supportive team. As a future Advisor you'll work with our team of advisors and… more
- Bank of America (New York, NY)
- Senior Product Specialist - Market Linked Investments New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Market-Linked Investments Structuring & Origination team ("the Team") is cross- asset structured products unit responsible for originating, structuring, positioning… more
- Zurich NA (New York, NY)
- Senior Middle Markets Underwriter 113334 Zurich is seeking a Middle Markets Underwriter in New York City. Middle Markets is a key business segment within Zurich and ... to end solutions for our customers inclusive of international programs. As a Senior Middle Markets Underwriter you will handle complex new and renewal Middle Markets… more
- Jacobs (New York, NY)
- …advice to senior leadership within client organizations as a trusted advisor ; including in areas such as vision and strategy development, operating model design ... capital projects, strategic and technical expertise, we serve the "whole client" relationship , from the executive leadership to those who procure and deliver… more
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. **Job Summary:** The Senior Credit Risk Audit Lead is a management role within the Internal Audit ... prepared by staff and enforcement of application of methodologies. The Senior Audit Lead provides thoughtful leadership, helps to enhance the department's… more
- Morgan Stanley (New York, NY)
- …three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and ... Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and… more
- CIBC (New York, NY)
- …**Who You Are** + Strong working knowledge of OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with ... We're building a relationship -oriented bank for the modern world. We need...CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware Trust Company, a limited purpose… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... Internal Audit team under the direction of the Audit Senior Director - Finance and Treasury, conducting audits in...may arise and build trust. Serve as a business advisor and partner by providing the business unit and… more
- Flexport (New York, NY)
- …the Chief Legal Officer. You will partner directly with executives and senior business leaders on innovative technology-forward solutions to disrupt the US trucking ... Warehousing and Fulfillment Platforms: + Be the lead legal advisor to the Product & Engineering teams in charge...applicable to the use of the platform and the relationship with Flexport are clearly outlined between all parties.… more
- JPMorgan Chase (New York, NY)
- …businesses and enhancing organizational design to improve effectiveness + Act as a trusted advisor and thought leader for GT senior leaders, and collaborate with ... solving complex problems and implementation issues critical to the company, work closely with senior leaders across GT and JPMorgan Chase, and own a portfolio of key… more
- Charles Schwab (New York, NY)
- …of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker. The Schwab Private Wealth Services team is seeking a highly ... the full suite of Schwab resources, directly vector to "best fit" relationship structure and capabilities available through broader Schwab, including Private Wealth… more
- JPMorgan Chase (New York, NY)
- …all levels of the organization. * **Conquer Change Management** - act as a trusted advisor and coach to senior stakeholders on how to drive transformation and ... shape the future of the company. The successful candidate will work closely with senior HR and EX leadership to define the overall strategic direction and help… 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 ... at the heart of a leading global investment bank. Senior bankers will get to know you - both...for key focus accounts, including idea generation and client interaction/ relationship building + Help to prepare marketing materials for… more
- JPMorgan Chase (New York, NY)
- …management experience; + Experience presenting to and communicating with senior management; + Excellent relationship -building skills. **Preferred ... AI Policy Director, you will serve as a key advisor and leverage expertise in public policy pertaining to...progress on an ongoing basis, ensure appropriate briefing for senior leaders and successful project completion; + Define problems;… more
- JPMorgan Chase (Brooklyn, NY)
- …Banking (IB) deals and strategic initiatives. You will act as a trusted advisor to IB management, providing expert recommendations for new data sources and ... access to training** to insure efficiency and successful adoption + Advise senior management on **potential cost savings** measures and lower cost alternative… more
- JPMorgan Chase (New York, NY)
- …(Sales, Client Solutions, Engineering, Product, Data Science) + Serve as a trusted advisor for Sales and Client Solution teams to lean on and establish long-term ... strategy experience in the financial and market data space + Demonstrate strong relationship and interpersonal skills, along with the ability to interact with … more
- Curtiss-Wright Corporation (Monsey, NY)
- …Culture (https://careers.curtisswright.com/en/who-we-are/) * **YOUR CHALLENGE:** + Support senior management in implementing the organization's business strategy ... provide on-going feedback + Will serve as a close advisor to the head of HR and will be...a fast paced, matrix organization yet be a strong relationship builder. + Will be a member of the… more