Strategic Client Engagement Director for Banking and Wealth

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

Job OverviewThe Wealth Consultant plays a pivotal role in identifying, engaging, acquiring, and retaining high net worth clients and prospects. As a primary relationship manager, you will serve as the primary point of contact and advocate for high net worth prospects and clients.Maintaining current knowledge and awareness of client circumstances, conditions,...

Job SummaryThe Strategic Relationship Director - Banking and Investments is a critical role within Citigroup, responsible for building and maintaining strong relationships with clients to drive business growth.About the RoleThis position requires a deep understanding of banking and investment products and processes, as well as exceptional credit skills to...

About Natixis Corporate & Investment BankingAs a leading global bank, Natixis Corporate & Investment Banking is committed to delivering exceptional financial solutions to our clients. We are dedicated to fostering a culture of innovation, collaboration, and excellence in all aspects of our business.The Head of Global Banking Operations (Americas) will play a...

About Natixis Corporate & Investment BankingNatixis Corporate & Investment Banking is a leading financial institution providing innovative solutions for its clients.Job Title: Head of Global Banking Financing Operations AmericasCompany Overview:We are seeking an experienced professional to lead our Global Banking Financing Operations team in the Americas. As...

The Scotiabank is seeking a seasoned Associate Director to join our Corporate Banking team in New York, focusing on Media and Telecom clients. This role involves collaborating closely with Managing Directors to identify new business opportunities, manage client relationships, and develop lending strategies.About the Role:Pursue new business prospects and...

OverviewApplecart is a pioneering technology company revolutionizing the way Fortune 500 companies connect with their most critical stakeholders. With a platform that leverages publicly available or permissioned data to map billions of social relationships, Applecart enables clients to deliver content directly to decision-makers and those who matter most to...

We are seeking a highly skilled and experienced wealth advisor who is passionate about helping individuals and families build their financial futures. GPAC, an award-winning search firm with over 30 years of experience in placing quality professionals across the United States, is partnered with a local RIA and Broker that is eager to bring on a talented...

About the RoleWe are seeking an experienced Strategic Program Director to lead the successful implementation of several large and complex programs at MoCaFi, a fintech company dedicated to building a financial services platform that helps America's marginalized communities create wealth.As a key member of our team, you will be responsible for managing...

Flagstar Bank is seeking a highly experienced Commercial Banking Director to oversee and direct corporate banking activities in Manhattan, Staten Island, and New Jersey. This role requires a deep understanding of various industries, sectors, and the specific needs of commercial clients.SalaryThe estimated salary for this position ranges from $234,158 to...

Company Overview">NCSolutions, a leading provider of media and analytics solutions, is seeking a high-energy Strategic Client Solutions Director to join our Sales and Business Development team. As a key member of our team, you will be responsible for driving revenue growth and thought leadership across our digital publisher platforms.">Salary Range">The...

About Software Guidance and Assistance, Inc.At Software Guidance and Assistance, Inc., we pride ourselves on delivering exceptional technology and resource solutions to our clients. As a women-owned business, we're committed to solving big IT problems with a personalized approach. Our mission is to make a meaningful impact in the lives of our clients,...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

We are seeking a seasoned Director of Product Management to guide and execute on the strategic direction for our portfolio of Consumer banking products and data offerings.About UsCurinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. Our team has...

Company OverviewMercer Advisors is a forward-thinking wealth management firm that prioritizes its clients' needs above all else. With a strong foundation dating back to 1985, our mission has always been to provide comprehensive financial solutions that cater to families at various wealth levels.We take pride in connecting the dots of our clients' financial...

Job DescriptionHabitat for Humanity International seeks an experienced Executive Director to lead our Dutchess County affiliate in achieving its mission.Company OverviewWe are a nonprofit organization dedicated to providing affordable housing solutions for low-income families. Our team is passionate about creating a world where everyone has a decent place to...

Lloyds Banking Group, a leading UK-focused retail and commercial bank with over 30 million customers globally, is seeking a highly skilled Strategic ABS Syndicate Leader to join their team. The successful candidate will be responsible for a key role interfacing between Asset Backed Securities (ABS) Banking and Sales to support the marketing, distribution,...

About A Place For MomA leading online resource connecting families searching for senior care with expert advisors providing insight-driven, personalized solutions.We help hundreds of thousands of families every year navigate the complexities of finding the right senior care solution across home care, independent living, memory care, assisted living, and...

Role Overview">This position is a senior leadership role that drives operational excellence and strategic alignment within Natixis Americas' Global Banking Operations department.The ideal candidate will possess a strategic mindset, strong emphasis on personnel development, and process optimization to ensure operational efficiency, regulatory compliance, and...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...