- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring… more
- NBT Bank (Williamsville, NY)
- …rules and regulations + Strong communication and PC skills + No significant compliance issues + Has developed a process for client segmentation + Demonstrated team ... 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client...: Access to support and resources. + Financial and Banking Services : Various benefits and financial planning assistance… more
- JPMorgan Chase (New York, NY)
- …America? As the Executive Director of Business Management for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner ... franchise to new heights. As a Latin America Investment Banking Coverage Business Manager - Executive Director within our...within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,… more
- JPMorgan Chase (New York, NY)
- …you a visionary leader with a passion for transforming data landscapes in Investment Banking ?** **Ready to drive the future of data in Investment Banking ?** We ... Executive Director to spearhead the migration and convergence of legacy Investment Banking data platforms into our next-generation strategic data platform. This is a… more
- NTT America, Inc. (New York, NY)
- …domain expertise** in banking transformation (retail banking , commercial banking , payments, wealth management, risk & compliance ). Market & Industry ... KPI management** . + Deep domain expertise in areas such as **digital banking , payments modernization, regulatory compliance , risk management, or core banking… more
- Citigroup (New York, NY)
- …Lead Finance Officer (LFO). The Director will partner with and act as a trusted advisor to the M&A business head, Banking Business Execution head, lead all cross ... **Investment Banking Overview** Citi Investment Banking (IB)...Responsibilities** + Partner with and act as a trusted advisor to business partners for all strategic and tactical… more
- Citigroup (New York, NY)
- The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing ... types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also...of this role is to act as a strategic advisor to our clients by formulating investment strategies and… more
- M&T Bank (Buffalo, NY)
- …and reporting of all significant risks within the Commercial Banking Division. **Supervisory/Managerial Responsibilities:** No direct management but may provide ... **Education and Experience Required:** Bachelor's degree and six years' experience in compliance , legal, audit, risk, or other relevant function, OR in lieu of… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Business Banking RM Serves as the relationship manager and financial advisor to clients, ... introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service… more
- Citigroup (New York, NY)
- …and other types of financial transactions in coordination with the Institutional Banking team.The Banker also serves as an intermediary in trading for clients.The ... overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.… more