account maintenance and waterfall calculations in accordance with fund LPAs. Coordinate audits, tax filings, and compliance.... Monitor treasury functions, including capital activity and banking relationships. Process & Systems Oversight Lead the...
(SME) stakeholder. S/he will closely align with our core and solution account teams with a central focus on the Banking... leadership and participation with customers at industry events, executive business reviews, etc. Partnering with account...
(SME) stakeholder. S/he will closely align with our core and solution account teams with a central focus on the Banking... leadership and participation with customers at industry events, executive business reviews, etc. Partnering with account...
growth opportunities. Support innovation efforts across the division, including AI-driven advancements Executive Advisory... for executive and investor audiences. Partner with division and business unit leaders to drive unified voices on strategy topics...
and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business... meeting minutes, scheduling client meetings, etc. Experience supporting the construction of executive presentations Proven...
and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business... meeting minutes, scheduling client meetings, etc. Experience supporting the construction of executive presentations Proven...
range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The... to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank.The position focuses on servicing...
, and executive presentations. The Senior Manager will work very closely with several cross-functional partners including Incentive..., and data visualizations Strong business insight and experience with Sales and Account Development organizations, and the...
and present total company P&L Assist with board & executive level reporting and presentation of financial results & key... efficiencies and cost savings. Assist with monthly close process (reclasses, accruals, prepaid account reconciliation) ensuring...
with backgrounds in consulting, investment banking, operational planning, and strategic finance who serve as in-house monetization... advisors to the DTC executive leadership team. This relatively new team’s accomplishments have already made an immediate impact...
Sales Specialist, Account Management Specialist, Client Executive, or related position involving Corporate Banking and its... for major market clients in coordination with the Institutional Banking team. Drive revenue by cross selling the Citi platform...
Experience: Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience... in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred...
and innovation. Manage assigned initiatives and compile updates to share progress with executive leadership. Mentor and provide... and presenting, oral and written Prior consulting, banking or emerging payments experience a plus Bachelor’s degree...
Experience: Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience... in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred...
, and in real time across distributed systems. You will work closely with technical stakeholders and executive decision-makers... process from start to finish. Our Sales Directors develop and execute territory and account plans that address short-term...
organizations. You are a trusted advisor, forging deep relationships with your customers and account teams and maintaining... stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer...
presentations for our Executive team, including materials for our Board of Directors and investors As a member of the Executive...&A experience, corporate finance, investment banking or private equity; start-up experience is extremely helpful Bachelor's Degree...
next level, we seek a talented, motivated, innovative, and proven compliance leader to join our executive team. Position...; a minimum of two visits/calls with community organizations per week. Follow up with customer’s post-account opening at the...
, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Director of Digital Banking... Products will lead strategy, development, and performance for our core retail banking products, including checking accounts...
offerings across Digital Infrastructure. This executive serves as a key representative of the Digital Infrastructure Group... Infrastructure: capital markets, investment banking, fund formation, corporate development, or investor relations Relationship...