- City National Bank (New York, NY)
- …Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and ... full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize… more
- Citigroup (New York, NY)
- …and institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment banking, securities ... brokerage, transaction services , and wealth management. Our commitment to diversity includes...support and regulatory filings as well as strategic and advisory support for the Firm on opportunities to meet… more
- JPMorgan Chase (New York, NY)
- …JPMorgan Chase & Co. manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm, and advises the firm on ... legal professionals with a reputation as thought leaders who deliver best-in-class services . As trusted advisors, we help the firm's clients while also safeguarding… more
- Citigroup (New York, NY)
- …within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 billion ... and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen the… more
- Bank of America (New York, NY)
- …territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries + Broadens the base of AI Users by maintaining ... strategies and products **Required Qualifications:** + 2-5 years+ experience in financial services + Ability to explain complex concepts clearly and simply + Ability… more
- Norstella (Albany, NY)
- …an even wider breadth of expertise, cutting-edge data solutions and expert advisory services alongside advanced technologies such as real-world data, machine ... our main office for meetings as designated by the manager of the Clinical CoE. **Major Responsibilities** + Serves...helps to implement appropriate changes to our solutions and service (s) to improve client result + All other duties,… more
- Robert Half Finance & Accounting (New York, NY)
- …risks for Private Credit Funds. Responsibilities + Managing internal tax senior manager , outsourced tax compliance, and outsourced tax advisory relationships ... Description Robert Half Financial Services are hiring for a Private Credit Tax...tax related policy and documentation, oversight of third party service firms and being an active participate in business… more
- Paychex (Webster, NY)
- …HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. ... relationship between new and existing clients and their assigned BeneTrac Implementation Manager and Benefit Analyst. + Communicates status of prospects and new… more
- BlackRock (New York, NY)
- …firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the ... on solutions are welcome to apply. As a Relationship Manager in IDS you will + Partner with members...offerings for clients + Collaborate with IDS's Client Onboarding Services (COS) Team and the Aladdin business to address… more
- Bank of America (New York, NY)
- …to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. ... of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services /business experience * Ability to drive… more