- TD Bank (Middle Village, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- TD Bank (New York, NY)
- …and ensuring the delivery of high-quality applications. Effective communication, stakeholder management , and alignment with senior management are essential for ... success. **Job / Role Responsibilities:** **A) Functional Testing / QA Management :** + Plan, execute, and manage functional testing efforts in support of the… more
- Neuberger Berman (New York, NY)
- …funds and separate account mandates currently with $16 Billion of AUM across the platform . The position is based in NB's New York headquarters, and supports the ... reporting processes, including preparation/review of transactional activity, recalculation of management fees and carried interest, review of financial statements… more
- JPMorgan Chase (New York, NY)
- …Corporate Banking's ("GCB") real estate platforms. Our clients are top-tier real estate asset management firms who are forming both open and closed-end funds ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- TD Bank (Brooklyn, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- JPMorgan Chase (New York, NY)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Citigroup (New York, NY)
- …and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively Lending is a key offering ... our automated SBL platform , Citi Wealth Liquidity Platform along with management of the structured...Citi Private Bank and integral to the partnership with Investment Solutions to enable sales teams to deliver the… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... and Platform Client Engagement Team is responsible for account management , solutions, implementation and client service for JPMorgan Chase Lines of Business… more
- Wells Fargo (New York, NY)
- …by the Front Office **Equities** group but will be integrated into a cross asset -class platform within CIB. **In this role, you will:** + Proactively participate ... President (Lead Securities Quantitative Analytics Specialist) in Corporate & Investment Banking as part of Global Markets. Learn more...service to our trading and sales partners as our platform continues to grow. The successful candidate will be… more
- JPMorgan Chase (New York, NY)
- …with sound understanding of financial markets, including the regulatory landscape and investment management industry. + Strong client service mindset with a ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more