- JPMorgan Chase (New York, NY)
- …some of the most dynamic players in the financial industry? Join our dynamic Wealth Management Credit Platform Services Operations team, where you'll ensure the ... investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …corporate and investment banking , securities brokerage, transaction services, and wealth management . Citi enables clients to achieve their strategic ... trading platform processing Derivatives, Cash and Exotics products with 2000+ Trading, Sales , Middle Office users globally. The platform, built on state of the… more
- JPMorgan Chase (New York, NY)
- …investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a ... range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, corporations, hedge funds, etc.). + Generate ideas and provide… more
- Arrow Financial Corporation (Queensbury, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... as appropriate to co-workers and customers. Direct problem resolution > Support sales efforts of Company; actively participate in Cross-Sell program and make… more
- JPMorgan Chase (New York, NY)
- …following completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, ... investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a… more
- Citizens (Rochester, NY)
- …to obtain Series 7 and 66 within specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and written ... Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is...up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may… more
- Broadridge Financial Solutions (New York, NY)
- …in dynamic environments. + Strategic thinker with excellent communication and stakeholder management . + Experience in fintech, banking , and especially corporate ... a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID… more
- S&P Global (New York, NY)
- …senior team members as needed, serving the following customer segments: Investment Management , Investment Banking , Insurance, Commercial Banking , and ... consistent and appropriate pricing as well as drive efficiency in the sales process. Business intelligence projects will identify opportunities for improvement and… more
- Pioneer Bank (Rensselaer, NY)
- …spending, saving, borrowing and investing needs. + Collaborates with business partners in Wealth , Premier, Business Banking , and Insurance to help customers with ... This position will act as a leader in branch sales while motivating staff towards sales goal...standards. Assist with branch operational activities as directed by management . + Demonstrates vigilance in detecting and reporting fraudulent… more