- Raymond James Financial, Inc. (Depew, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- JPMorgan Chase (New York, NY)
- …Solutions team, you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, ... Support the development of business cases for new initiatives, including financial modeling and scenario analysis + Coordinate agenda, presentations, and follow-ups… more
- JPMorgan Chase (New York, NY)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage Alternatives ... or ability to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills + Self-starter, extremely… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... **Your role and responsibilities** At IBM Consulting, we help Financial Services organizations deliver trusted, AI-powered experiences that delight customers… more
- JPMorgan Chase (New York, NY)
- …ideas and project management + Support the Global Business Manager as a trusted advisor to the heads of Corporate Advisory verticals, and represents the group on ... multiple projects and time sensitive deliverables JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- Coinbase (Albany, NY)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...proactive escalation/resolution of issues * Serve as a trusted advisor and key resource to all cross-functional teams, ensuring… more
- BlackRock (New York, NY)
- …GEO strategy across the Americas, supporting business lines such as iShares, US Advisor Center, and the US Institutions business. This role is central to evolving ... + **__** 3-5 years of SEO experience, ideally in financial services + Proficiency in Conductor, Adobe Analytics, and...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- Deloitte (New York, NY)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Citizens (New York, NY)
- …provides strategic legal counsel and leadership on regulatory matters for Citizens Financial Group, Inc. (CFG) and its primary banking subsidiary, Citizens Bank, NA ... with regulatory agencies. Key Highlights: + Serve as a primary legal advisor on bank regulatory matters. + Support regulatory strategy and manage interactions… more
- CMTA, Inc (New York, NY)
- …requests from clients and communicate information on time to strengthen trust in your advisor + Work with the Group Leader to inform, manage, and meet project ... Benefits:** Paid vacation, company-paid holidays, and paid sick leave. ** Financial Benefits:** 401(k) retirement savings plan **Reasonable Accommodations** If you… more