- UMB Bank (Albany, NY)
- …set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and ... new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief of Staff Are you a strategic ... an experiencedChief of Staffto partner with our CEO and Executive Team and help lead initiatives that advance our...financial services and operations. + Prior credit union or banking industry experience strongly preferred. + Proven track record… more
- Ballston Spa National Bank (Ballston Spa, NY)
- Ballston Spa, NY, USA | EXECUTIVE | 175000-250000 per year Base salary plus annual incentive plan | Full Time | Comprehensive benefits package including 401(k) Plan ... oversight of Compliance Summary reports to the Board to ensure adherence to banking laws and regulations. + Lead strategic planning, operations, and maintenance of… more
- JPMorgan Chase (New York, NY)
- …engagement assignments, working closely with Chairmen, Vice Chairmen, Managing Directors and Executive Directors within the firm, as well as other stakeholders. Work ... experience in the job offered or as Origination/Client Manager, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a… more
- KeyBank (Amherst, NY)
- …of testing, compliance, or operational risk professionals, a strong knowledge of banking operations and products, and be skilled at developing, executing, and ... + Demonstrate subject matter expertise in the testing and working knowledge of banking operations, industry trends, emerging issues, and related banking products… more
- JPMorgan Chase (New York, NY)
- …exchanges + Strong understanding of the 3 lines of defense in banking institutions, Compliance, Conduct & Operational Risk Frameworks; + Proficient in Microsoft ... Excel, PowerPoint) with the ability to develop compelling and meaningful executive presentations that will highlight opportunities / recommendation for improvement +… more
- JPMorgan Chase (New York, NY)
- …teams on business development initiatives. + Develop presentations and executive material to analyze and articulate performance, competitive positioning, and ... Qualifications, Skills, and Capabilities:** + 3+ years of experience in investment banking and/or strategy roles within Financial Services. + Bachelor's degree in… more
- American Express (New York, NY)
- …and strategic alignment across Amex's Sales and Customer Domains. This executive ensures that large-scale technology and business transformation initiatives are ... priorities and the Amex Framework for Winning. + Partner with executive leadership to shape investment decisions, influence enterprise roadmaps, and accelerate… more
- Bank of America (New York, NY)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... to include the bank's digital offerings and wealth management banking strategy in the market while working with the...is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth… more
- JPMorgan Chase (New York, NY)
- …to track to measures of success + Oversee status reporting to own executive summaries and/or coordinate scorecard updates and create artifacts to simply complex ... reporting or exposure to derivatives and securities) + Experience creating executive summaries and aggregating presentations with agendas and materials + PitchPro+… more