• Financial Solutions Advisor - Upstate New York…

    Bank of America (Rochester, NY)
    …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
    Bank of America (07/17/25)
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  • Investment Banking Vice President I - Capital…

    Raymond James Financial, Inc. (New York, NY)
    …strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the ... leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take responsibility for… more
    Raymond James Financial, Inc. (07/09/25)
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  • Financial Solutions Advisor Stage II - Consumer…

    Bank of America (Brooklyn, NY)
    …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
    Bank of America (07/04/25)
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  • Asset Management - Transportation Investment…

    JPMorgan Chase (New York, NY)
    …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
    JPMorgan Chase (06/19/25)
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  • Card and Comprehensive Payables Specialized…

    Bank of America (New York, NY)
    …for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal ... client engagements for the Bank's payables offering including sourcing,...Card & Comprehensive Payables subject matter expertise, in sales, account management or product role + Sales experience within… more
    Bank of America (07/08/25)
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  • Bilingual Credit Risk Analyst, Japanese Corporate…

    MUFG (New York, NY)
    …determining risk ratings based on internal procedures / policies and guidelines with support from senior portfolio manager . + Responsible for active credit ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...recommendations of accurate and timely ratings to management with support from senior portfolio manager . + Prepare… more
    MUFG (06/08/25)
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  • KPB Sr Trust Officer

    KeyBank (Syracuse, NY)
    …instruments including identification of power holders and dispositive provisions, and account activities to determine duties and responsibilities of Bank as Trustee ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
    KeyBank (06/05/25)
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  • Alternatives Investor Relations Specialist

    Neuberger Berman (New York, NY)
    …responsive in all partner interactions including facilitating subscriptions, redemptions and account transfers among other related client servicing requests + ... a member of this team, the Alternatives Investor Relations Specialist will support the team in building and maintaining Neuberger Berman's expanding Alternatives… more
    Neuberger Berman (06/04/25)
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  • CFS Licensed Associate

    Chemung Canal Trust Company (Elmira, NY)
    …Consultants and/or responsibilities within the department, as assigned. + Provides full client support for CFS clients and Financial Consultants; utilizes ... various systems required for account support ; resolves problems regarding settlements, securities,...opening new accounts, collecting & researching assets, and contacting client (s) to maintain relationships and resolve any outstanding issues,… more
    Chemung Canal Trust Company (06/28/25)
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  • Senior Data Team Lead

    IQVIA (New York, NY)
    …and track change orders to completion. + Participate in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, ... of Data Team Lead (DTL), Program Lead, Customer Site Manager , and/or a leadership role in a specific CDM...policies, and, where available, CDM guidance documents. **Essential Functions** Client Management: + Serve as primary point of contact… more
    IQVIA (05/20/25)
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