Strategic Treasury Solutions Advisor II
Valley National Bank
A prominent financial institution in White Plains is seeking a dedicated advisor to work with business clients, Homeowners Associations, and Property Management Companies. Responsibilities include analyzing client needs, delivering tailored solutions, and managing client satisfaction with treasury services. This role involves extensive networking and collaboration with sales teams. The ideal candidate will have strong advisory skills and experience in consultative selling. Frequent travel is required, approximately 60% of the time. #J-18808-Ljbffr Valley National Bank
$210k - $230k
...Process Excellence to join our Treasury team. This role will be... ...Global Treasurer and a trusted advisor to the Global Treasurer,... ...Key Leadership Attributes: Strategic & Enterprise-Minded: Operates... ...promotes practical, high-impact solutions. Collaboration – Builds Relationships...SuggestedFull timeWork at officeLocal areaFlexible hours$58k - $115k
...Investment Solutions Marketing Team Position Morgan Stanley is a leading global financial... ...services. The team positions Financial Advisors and sales teams to win and retain... ...and communications. This individual is a strategic thinker who thrives in a team-based, customer...SuggestedTemporary workWork at officeFlexible hours$80k - $115k
About The Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve... ...decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President. Responsibilities...SuggestedFull timeWork at officeRemote work- ...Relationship Banker in White Plains, NY. You will represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales experience, excellent communication skills, and a high school diploma. You must also pass...Suggested
$97k - $139k
...potential. Title and Summary Consultant, Advisors & Consulting Services, Marketing... ...technologies to provide clients with powerful strategic insights and recommendations. Our teams... ...analyze answers, and implement the best solutions · Relevant industry expertise and/or...SuggestedFull timePart timeWork experience placementWork at officeLocal areaWorldwideFlexible hours$97k - $139k
...Consultant, Advisors & Consulting Services, Strategy & Transformation Services within... ...technologies to provide clients with powerful strategic insights and recommendations. Our teams... ...by leveraging data and technology solutions to unlock client value Collaborate with...Work experience placementWork at officeLocal area- ...marketplace. Seen as a trusted advisor, this position will work... ...delivering customized client‑centric solutions through a consultative... ...subject matter expertise on strategic projects related to Cash Management... ...0 years of cash management / treasury sales experience. A proven...Temporary workWork at officeLocal area
- ...Manager to lead critical and complex IT projects. The successful candidate will oversee project portfolios, ensuring alignment with strategic goals while mentoring other project managers. Requirements include seven years in project management, a Bachelor’s degree, and PMP...
- Truist in Greenwich, Connecticut, seeks a Financial Advisor to deliver personalized investment solutions that meet client goals, manage financial strategies, and deepen client relationships. The ideal candidate holds a Bachelor's degree in Finance and possesses relevant...
$65k - $80k
Bank of America is seeking a Financial Advisor in Yonkers to provide tailored financial advice and solutions to clients. Responsibilities involve building financial plans, triaging client leads, and recommending pertinent banking and investment strategies. Required qualifications...Full time$65k - $80k
...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeMonday to Friday- ...services firm in Connecticut is looking for an Investment Associate. In this role, you will partner with Financial Advisors to deliver investment solutions for clients and identify new business opportunities. Candidates should have 5 years in Financial Services and...
- ...clients, teammates, communities, and shareholders every day. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workMonday to FridayShift workDay shift
$120k - $150k
...global credit investment manager in Connecticut is seeking a finance professional to manage fund-level return models and support strategic financial activities. The ideal candidate will hold a Bachelor's degree in finance or economics and possess 3-6 years of relevant...$93.5k - $156.45k
...responsible for providing the financial expertise and recommendations that enable effective decision‑making within the business for our Strategic Grocery customers. This is your opportunity to take your financial and analytical skills to the next level supporting a major...Work experience placement$57k - $115k
..., policies, and products that Financial Advisors use to manage client accounts in a fee-based... ...Advisors, and delivering innovative solutions that meet clients' investment needs.... ...with cross-Business teams to translate strategic business goals into actionable projects,...Temporary work- ...holding a Master's, and must have over 10 years of banking experience and expertise in cash management. The position requires adherence to compliance regulations, focusing on enhancing client experience through tailored solutions. #J-18808-Ljbffr Orange Bank & Trust Company
- ...definition, its structure and processes, from demand management and strategic alignment of projects and programs to portfolio categories and... ...root causes and suggest corrective actions or alternative solutions. Reports findings to management and makes recommendations....Work experience placement
$174k - $286k
...data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and... ...-in-class community building and management. You will provide strategic counsel and hands-on leadership, shaping what we say, how we show...Full timePart timeLocal areaRemote workFlexible hours$110.7k - $185.25k
...pep+ (PepsiCo Positive) is the future of our organization - a strategic end-to-end transformation, with sustainability at the center of... ...Solving high‑impact problems and developing actionable solutions for the most challenging issues facing the company, with a focus...Work at officeFlexible hours$112.5k - $187.5k
...information to both technical and non-technical stakeholders. Basic development experience (python, bash, git, etc.) to create custom solutions for advanced problems. This is a fully remote position but may require occasional in-person attendance at work-related events at...Full timeWork at officeLocal areaRemote work2 days per week$58k - $115k
A global financial services firm is seeking a driven Marketing professional to support Financial Advisor engagement. This role involves managing relationships to create marketing materials, executing marketing strategies across channels, and collaborating with various teams...- ...should have a minimum of 10 years of relevant experience, exceptional communication skills, and a strong understanding of insurance coverage. The position demands a strategic mindset and collaborative abilities across various divisions. #J-18808-Ljbffr vTech Solution, Inc.
$200k
Citigroup Inc. is seeking a strategic professional for the Banker SAFE Act role in Greenwich, Connecticut. The position... ...include identifying prospects, developing investment solutions, and serving as a trusted advisor for clients. This role demands strong communication skills...$52k - $64k
...customers achieve financial freedom. Empower Yourself. The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$10k
...focuses on managing a portfolio of high-capacity donors and prospects to secure funding for our mission. The Director will implement strategic cultivation, solicitation, and stewardship activities to meet and exceed revenue goals, relentlessly pursuing cancer cures. Ideal...Contract workLive inWork at officeLocal areaFlexible hoursAfternoon shift$109.94k - $186.76k
Financial Advisor page is loaded## Financial Advisorlocations: Greenwich, CTtime type: Full... ...should result in providing solutions and strategies that are aimed towards accomplishing... ...and development, and execution of strategic direction of business function activities...Flexible hours$80k - $125k
...philanthropy and digital strategy to ensure we present the Firm consistently in all that we do. We provide editorial support and strategic guidance to business partners, and liaise with the Firm’s businesses and departments on communications matters. This is an Associate...Temporary workWork at office- ...investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk... ...toward their long-term financial goals. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service...Work at office
$75k
...financial industry standards and licensing requirements. Offer solutions in insurance, asset accumulation, and retirement planning.... ...achievement. Compensation $75,000+ at plan commission. $75,000 per year. #J-18808-Ljbffr Thoroughbred Advisors - National Life GroupFlexible hours
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