- 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
- Santander US (New York, NY)
- Associate - Receivables Securitizations - Trade & Working Capital - Global Transaction Banking (GTB) New York, United States of America Role Description: + ... 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
- 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
- JPMorgan Chase (New York, NY)
- …their goals in the way that's best for them. As a Platform Solutions Client Advisor , you will work in partnership with JP Morgan Asset Management's RIA channel to ... investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… more
- Charlotte Tilbury (Paramus, NJ)
- …OF THE ROLE: An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base. Responsible for achieving optimal ... Performance Indicators (KPI's) - examples; Average Unit Sales (AUS) and Items Per Transaction (IPT) + Communicate and manage agreed goals. + Responsible for being… 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
- Morgan Stanley (New York, NY)
- …** *Job Description/Position Responsibilities:* ** *Partner with Private Banker and Financial Advisor /Private Wealth Advisor to support the Firm's goal of ... execution and excellence while maintaining confidence of the Private Banker, Financial Advisor /Private Wealth Advisor and Firm Management *Partner with Financial… 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
- S&P Global (New York, NY)
- …in the Team structure above. This role will be the primary advisor for accounting related matters. **Responsibilities:** The Senior Director of Technical Accounting ... and Policy is a trusted advisor supporting the Controllers organization as well as the...the impact from new accounting standards to the Company's transaction streams + Evaluate processes to identify opportunities for… 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
- 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
- Deloitte (New York, NY)
- …plan and execute SAP cash management, Treasury management including Transaction management, Hedge management and accounting, Liquidity planning and analyzers. ... of the SAP Treasury core components (ie Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner, Hedge...a team and to establish credibility as a trusted advisor with clients. + Strong personal network of industry… 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)
- …Serve as a primary point of contact for framework related inquiries as a trusted advisor and authority on application of the framework. + Advance the design of the ... all team members and stakeholders + Function as a subject matter expert and advisor to all of global technology regarding requirements and approach to expression of… more
- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...focused on simplifying, digitizing and integrating the real estate transaction for all consumers, no matter where they may… more
- JPMorgan Chase (New York, NY)
- …Income and Equities) and Retirement strategies distributed across institutional and advisor distribution channels. The Product Marketing Strategy Lead, a critical ... that support our focus products and strategic initiatives to help drive financial advisor and institutional investor engagement and show how JP Morgan can deliver… more
- JPMorgan Chase (New York, NY)
- …Business Management organization, Business Management is a key representative and trusted advisor to the Front Office teams. As a Business Manager, Vice President ... Office, Finance & Business Management, you will be a key representative and trusted advisor to the Front Office teams. You will have the opportunity to promote and… more
- Mastercard (Harrison, NY)
- …unit. D&S provides end-to-end solutions through its innovative and proprietary transaction data analyses, data-driven consulting, and marketing and loyalty services ... efforts (including operational considerations). * Be a strategic partner and trusted advisor to a dynamic and fast-moving business unit, acting as the counsel… more