Strategic Banking Operations & Performance Advisor
City National Bank
City National Bank in Miami is seeking a LOB Business Advisor to execute sales strategies and monitor operational activities. The role involves structuring initiatives, tracking key performance indicators, and facilitating communication across business units. Successful candidates will have 5-7 years of relevant experience, strong analytical skills, and proficiency in Microsoft Office. This position offers a unique opportunity to contribute significantly to performance enablement, aligning operations across departments while ensuring strategic goals are met. #J-18808-Ljbffr City National Bank
$70.35k - $205.8k
...responsibilities of the Investment Banking Management Consulting... ...investment banks, spanning business, operating model, process, people, and... ...insights that inform strategic decision-making and strategy... ...clients in developing high-performance, future-ready solutions, including...OperationsPerformanceWork experience placementLive inWork at officeLocal area- ...risk and lending leadership on performance of portfolio and aid in... ...accounting related to mortgage banking including hedging activity... ...Coordinate with front line and operations to ensure accurate reporting... .... Process efficiency and strategic solutions: Work to...OperationsPerformance
$102.5k - $187.9k
...dynamic new entrants across Banking and Capital Markets,... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...Accounting and Reporting Operations/Technology Performance Management and Measurement... ...or third-party strategic alliances to provide implementation...OperationsPerformanceWork experience placementSummer holidayFlexible hours- ...Strategic Finance Associate Betr is building the world's first... ...for someone with investment banking, private equity, or similarly... ...across high-impact strategic and operational initiatives. You'll be... ...and more to evaluate business performance, assess opportunities, and...OperationsPerformanceCasual workRelocation
- Advisor Development Program Client Associate Merrill Wealth... ...Merrill coupled with the banking convenience of Bank of America... ...supporting enterprise strategic objectives, operational excellence goals, and client... .... Once you complete your performance requirements as a Financial...OperationsPerformanceTraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...Overview Banco Sabadell has operated in the United States... .... We offer Corporate Banking services to... ...needs and the close and strategic relationship with customers... ...search for professional performance, quality and... ...is to be Your Trusted Advisor for your personal investments...OperationsPerformancePermanent employmentWork at office
- ...expert within a traditional bank branch model. Consults with... ...line-of-business segments to strategize and develop comprehensive banking... ...Meets or exceeds individual performance sales, referral and activity... ...exceptions. Ensures all operational tasks are completed and all...OperationsPerformanceWork at office
- ...ETFs, options, etc.). Monitor portfolio performance, rebalance as needed, and deliver... ...well as to comply with BSA, KYC and other bank policies and procedures. Continuously... ...in international/private banking branch operations. May require occasional travel for training...OperationsPerformanceWork at office
- ...Citi Wealth - Wealth Advisor - Vice President Discover your... ...wealth planning, and private banking services to optimize client... ...requirements in partnership with operations. Grow and maintain strong... ...requests, and conducting performance portfolio reviews and client...OperationsPerformance
$50k - $60k
...responsible for delivering client-focused banking services, opening and servicing... ...position supports branch sales, service, and operational objectives. Key Responsibilities... ...banking) Meet established individual performance goals, including sales and service metrics...OperationsPerformanceFull timeLocal areaMonday to Friday$129.52k - $194.28k
...specific expertise. The Wealth Advisor is the primary advisor... ...wealth planning, and private banking services to optimize client... ...requirements in partnership with operations. Grow and maintain strong... ...requests, and conducting performance portfolio reviews and client...OperationsPerformanceFull time- ...accountability in meeting daily, weekly, and monthly performance targets. General Duties &... ...the credit union's compliance with the Bank Secrecy Act (BSA) and anti-money laundering... ...adhere closely to security standards of operation. • Demonstrated critical thinking...OperationsPerformanceLocal area
- ...planning, investment management, banking, and tailored lending... ...from Goldman Sachs Bank USA, strategically integrated with each client'... ...The Regional Lending Advisor (RLA), Vice President is a... ...coverage, underwriting, risk, and operations. ~ Series 7, 63 and SEI required...OperationsWorldwide
- ...Middle Market Banking Team Member As an expert and senior member... ...in day-to-day Middle Market operations and special projects, as... ...line-of-business segments to strategize and develop comprehensive customer... ...in a timely fashion. Performs other related duties as...OperationsWork at officeLocal area
$140k - $185k
...may include: Build detailed operating and transaction models (3-... ...with dashboards, KPIs, and performance tracking. Help identify operational... ..., growth initiatives, and strategic priorities. Assist in bolt-... ...experience in investment banking, PE/VC, consulting, or...OperationsPerformanceFull timeInternshipSecond job$112.5k
.... This is more than a strategic shift. It's a chance for... ...a U.S.-based private banking platform. The role... .... Develop scalable operating processes covering onboarding... ...Financial performance, unit economics, and growth... ...Compliance, Risk, and external advisors to ensure investment...PerformanceHourly payContract workShift work- ...and portfolio integrity of the Bank's Fund Financing and... ...Officer, the Director provides strategic leadership across subscription... ...compliance, and sustainable portfolio performance. What You'll Do:... ...funds. Proven ability to operate at a senior leadership level,...PerformanceFull time
- ...largest privately owned bank in Chile and it has... ...International Banker & Wealth Advisor is responsible for... ...results through strategic sales development. The... ...appetite. Evaluate the performance and asset allocation... ...COMPUTER: Ability to operate IBM compatible...PerformanceWork experience placementWork at officeShift workAfternoon shift
$102k - $190k
...experience that integrates banking solutions, investment strategies... ...wallet share through strategic cross-selling and relationship... .... Monitors and tracks performance, and addresses any issues.... ...Leads the execution of operational programs; assesses and adapts...PerformanceContract workPart timeLocal areaShift work- ...support a leading Corporate Banking team based in Miami, FL. This... ...initiatives within a high-performing environment. Key Functions... ...client engagement Strategic & Analytical Support Contribute... ...portfolio performance and operational efficiency...Performance
$90k - $130k
...Alvarez & Marsal Private Equity Performance Improvement Associate,... ...involvement in our clients' operations. Our job is to support PE... ...Working Capital Optimization Strategic Analytics & Planning... ..., Restructuring, Investment Banking or Private Equity ~ Complete...OperationsPerformancePart timeFlexible hours$150k - $250k
...with portfolio companies, rating agencies, banks, and legal partners, and an interest in... ..., supporting the development of strategic partnerships, joint ventures, and forward... ...financial statement analysis, and company performance assessment, and coordinate third‑party workflows...PerformanceWork at office- ...Associate, Investment Banking, Leveraged Finance Join a purpose... ..., in an inclusive and high-performing culture. Global Banking and... ...in the US and Latin America, operating globally for over 100 years.... ...to the financing and strategic development needs of our clients...PerformanceWork experience placement
$112.5k
...Santander Private Banking - Banker - VP - Miami Country: United... ...possible. This is more than a strategic shift. It's a chance for... ...partners with the Investment Advisor to capture a greater share of... ...supervisor What You Bring: To perform this job successfully, an...PerformanceHourly payFull timeContract workImmediate startShift work$250k
...a team of junior investment advisors. This role requires a broad and... .... The ideal candidate is a strategic, results-driven leader capable... ...the ability to foster a high-performing, client-centric advisory team... ...in wealth management, private banking, or financial advisory, with...PerformanceFull time$102k - $190k
...experience that integrates banking solutions, investment strategies... ...wallet share through strategic cross-selling and relationship... ...recommendations. Monitors and tracks performance, and addresses any issues.... .... Leads the execution of operational programs; assesses and...PerformancePart timeLocal areaShift work- ...stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the... ...risk Field reliability, service performance, and uptime commitments Partner with... ...(customers, suppliers, insurers, banks) Concentration and correlation...OperationsPerformanceContract workWork at officeLocal areaRemote work
$94.3k - $173k
...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...lead business development activities on strategic and global priority accounts. Your key... ...Structured Finance transaction team is to perform agreed-upon procedures (AUP) to help...PerformanceWork experience placementSummer holidayFlexible hours$200k
...are able to deliver quality Private Bank client relationships (solutions and... ...the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create... ...groups including sales, service, operations, compliance, and marketing Ability...OperationsFull time- ...investment services. The Financial Advisors (FA-IC I) maintains a highly... ...loyalty. Adheres to the Bank's BSA/AML, Compliance and Security... ...supervisory procedures and operations manual. FA-IC I follow-up... ...portfolios, provide periodic performance information and remain aware...OperationsPerformanceFull timeWork experience placement
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