- Citigroup (New York, NY)
- …single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net… more
- Atria Wealth Solutions (Corning, NY)
- …regularly with Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union ... Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas.… more
- Citigroup (Smithtown, NY)
- …fail to maintain these standards. Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management ... Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a dynamic Relationship Manager to join our US Relationship Management team. In this pivotal role, you will be instrumental in ... execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, enhance client… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- BMO Financial Group (New York, NY)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... clients around the world. #bmocapitalmarkets Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... clients around the world. #bmocapitalmarkets We are seeking a results-driven **Derivative Sales Professional** to join our dynamic team with a proven track record in… more