Strategic Associate Banker
3 weeks ago
The role of the Associate Banker SAFE Act at Citigroup Inc. is a strategic position that requires staying up-to-date with industry developments and contributing to the directional strategy by considering their application in their job and the business.
As a recognized technical authority for an area within the business, the Associate Banker SAFE Act requires basic commercial awareness and has a significant impact on the area through complex deliverables.
Key responsibilities include assisting the Banker in creating sales and marketing strategies, prospecting for new clients, profiling and qualifying prospects, and providing day-to-day support to the Banker.
The Associate Banker SAFE Act must also provide accurate and timely revenue tracking and deal pipeline reports, as well as ensure appropriate documentation related to KYC/AML from the client.
Additionally, the role requires the ability to manage relationships both internal and external, and to multi-task. FINRA SIE, Series 7, and Series 66 certifications are required, and a Bachelor's/University degree is preferred.
Citigroup Inc. offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
The company is an equal opportunity and affirmative action employer, and qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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UHNW Associate Banker
3 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Associate Banker is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...
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Strategic Banking Professional
3 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Associate Banker plays a key role in driving revenue growth and client acquisition for Citigroup Inc. This strategic professional stays abreast of market developments and contributes to directional strategy by considering their application in their job and the business.Key responsibilities include:Assisting the Banker in creating sales and marketing...
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VP Associate Banker
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New York, New York, United States Crédit Agricole S.A. Full timeJob DescriptionAbout Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size. With 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East...
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Corporate Banker
3 weeks ago
New York, New York, United States Crédit Agricole S.A. Full timeJob SummaryWe are seeking a highly motivated and client-oriented Corporate Banker to join our team in New York. As a key member of our Client Coverage Group, you will work closely with Senior Bankers to cover client and prospect relationships, manage client portfolios, and originate new business opportunities.Key ResponsibilitiesAssist Senior Bankers in...
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Associate Banker SAFE Act LO
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryThe Associate Banker SAFE Act LO is a seasoned professional role that requires in-depth knowledge of financial services and wealth management. As a key member of the team, you will contribute to the development of new techniques and improve processes and workflows for the area or function.Key ResponsibilitiesPartner with Bankers to create sales...
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Strategic Investments Director
4 weeks ago
New York, New York, United States Intelligent Green Solutions Full timeJob Title: VP of Strategic InvestmentsThe Vice President of Strategic Investments plays a pivotal role in driving growth through strategic investments and business development initiatives at Intelligent Green Solutions. This senior leadership position oversees all aspects of achieving growth, including acquisitions, joint ventures, business consulting, and...
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Senior Corporate Banker
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New York, New York, United States PJT Partners Full timePJT Partners is a leading global advisory-focused investment bank. Our team of senior professionals delivers a wide range of strategic advisory, shareholder advisory, restructuring and special situations, and private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments worldwide. We offer a unique...
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Strategic Finance Associate
3 weeks ago
New York, New York, United States Whatnot Full timeWe're looking for a Strategic Finance Associate to join our team at Whatnot, a livestream shopping platform and marketplace. As a member of our small but mighty 3-person team, you will help define our position in the company by partnering cross-functionally with business units to evaluate key questions, tackle problems and drive results.The Whatnot Finance...
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Strategic Projects Associate
4 weeks ago
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Strategic Advisory Associate
4 weeks ago
New York, New York, United States PJT Partners Full timePJT Partners Summer Associate ProgramPJT Partners is a global advisory-focused investment bank that delivers a wide range of strategic advisory, shareholder advisory, restructuring, and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide. Our team of senior professionals provides unique advisory...
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Strategic Communications Associate
4 weeks ago
New York, New York, United States Joele Frank Full timeJob SummaryWe are seeking a highly skilled Strategic Communications Associate to join our team at Joele Frank. As a key member of our team, you will be responsible for drafting and editing materials, including press releases, investor presentations, and employee communications. Key ResponsibilitiesDevelop and implement strategic communications plans to...
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Administrative Support Specialist
4 weeks ago
New York, New York, United States Strategic Staffing Solutions Full timeJob Title: Banking Administrative AssistantDuration: 6 Month contractLocation: New York, NY (On-Site)Industry: Financial IndustryPay Rate:We are seeking an administrative assistant to provide extensive support to 25+ bankers. The ideal candidate will be responsible for coordinating meetings, managing high-volume phone calls and emails, and calendar...
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Citi Private Banker
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New York, New York, United States Hispanic Technology Executive Council Full timeCiti Global Wealth at Work is a strategic partner to lawyers, accountants, asset managers, and management professionals. We help navigate financial goals with deep industry-specific expertise. Our services include responsive banking, investing, wealth management, and planning. You can access a dedicated Private Banker and specialized capabilities for your...
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Strategic Initiatives Associate
3 weeks ago
New York, New York, United States iCapital Full timeAbout the RoleiCapital is seeking a highly skilled Analytics and Strategic Initiatives Associate to provide operational and strategic support to the company's growth. This role is highly collaborative and impactful, with opportunities to work directly with senior leadership and expand responsibilities as the company grows.The ideal candidate will focus on...
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Strategic Finance Associate
4 weeks ago
New York, New York, United States Realm, Inc Full timeJoin Our Finance TeamWe're Realm, a fast-growing marketplace that's revolutionizing the home renovation industry with AI. Backed by top investors, we're scaling quickly and need a talented Strategic Finance Associate to help us drive growth.As a key member of our Finance team, you'll work closely with senior leadership to inform strategic financial...
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Investment Banking Summer Associate
3 weeks ago
New York, New York, United States Guggenheim Securities LLC Full timeInvestment Banking Summer AssociateWe are seeking highly motivated and exceptional individuals to join our Investment Banking team in New York as Summer Associates. As a key member of our team, you will have the opportunity to work on high-profile M&A advisory engagements, providing advisory services to private equity firms and corporate clients.As a Summer...
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Strategic Partnerships Associate
3 weeks ago
New York, New York, United States Pontera Full timeAbout the RolePontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.We are seeking a Strategic Partnerships Associate to join our team. As a...
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Strategic Proposals Associate
3 weeks ago
New York, New York, United States via Full timeAbout the RoleVia is a technology company that is transforming transportation around the world. Our goal is to create a more sustainable and accessible transportation system. As a Strategic Proposals Associate at Via, you will play a key role in helping us achieve this goal.Key ResponsibilitiesWrite comprehensive proposals that showcase Via's technology and...
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Strategic Finance Associate
4 weeks ago
New York, New York, United States Whatnot Full timeAbout WhatnotWhatnot is a revolutionary livestream shopping platform and marketplace that's changing the face of e-commerce. Backed by top investors, we're on a mission to bring community, shopping, and entertainment together in a unique and engaging way.Our Finance TeamThe Whatnot Finance team is a dynamic and forward-thinking group of professionals who are...