- JPMorgan Chase (New York, NY)
- …that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted ... number 1 in the US for overall private banking services by Euromoney , and we have been...service. + Ability to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community.… more
- Berkshire Bank (Albany, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: FVP , Regional Financial Center Manager Status: Exempt/Officer Grade: 9 Salary Range: $52,000 ... products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards… more
- TD Bank (New York, NY)
- …highly regulated, multi-national organization (preferably within financial services, investment banking , or related industries). + Demonstrated ability to work with ... internal and external legal counsel. Knowledge of the attorney -client privilege and what must be done to preserve...experience and build capabilities to shape the future of banking . Whether you've got years of banking … more
- KeyBank (Syracuse, NY)
- …to serving our clients' financial needs through expert advice and personalized banking , borrowing and investment solutions. The Relationship Manager is at the center ... **Responsibilities** + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will help the client achieve… more
- KeyBank (Tarrytown, NY)
- …to serving our clients' financial needs through expert advice and personalized banking , borrowing and investment solutions. The Relationship Manager is at the center ... **Responsibilities** + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will help the client achieve… more
- Citigroup (New York, NY)
- …and guidance to these teams. This role requires a pragmatic, proactive attorney with thorough understanding of the direction and objectives of Special Assets, ... credit, cash management, ISDA-based trades) is a plus (but not required). + Banking or financial industry experience, including laws related to banking … more
- OTC Markets Group Inc (New York, NY)
- …coordinate immigrant and non-immigrant visa filings and extensions with our immigration attorney . + Partner with leadership on compliance efforts related to UK, ... on benefits, HRIS, and compliance - in Financial Services, Banking or Investment Banking industry preferred). + Knowledge of State and Federal employment… more
- Community Housing Innovations (White Plains, NY)
- …provided by Director. + Prepares CHI's closing documents and wires funds to attorney for closing, and files final closing package + Prepares a Contractor Agreement ... What do I need to apply? Education: Three years of housing counseling, banking and/or financial services experience will be considered in lieu of a degree.… more
- American Express (New York, NY)
- …matters, including online brand protection, global customs recordals, coordinating attorney trainings, and other related activities. * Liaise with foreign ... Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates… more
- Deloitte (New York, NY)
- …to understand financial services and products across an array of industries ( banking , asset management, hedge funds, insurance) and how complex withholding tax rules ... eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more