- Wells Fargo (New York, NY)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking + Experience recommending financial services products ... establishes those disciplines as critical to the success of our customers and company . They are accountable for execution of all applicable risk programs (Credit,… more
- Citigroup (Getzville, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... & Technology teams are charged with a mission that rivals any large tech company . Our technology solutions are the foundations of everything we do from keeping the… more
- NBT Bank (Norwich, NY)
- …accounting systems, securities movement and control unique to the trust and brokerage industry. + Detail oriented with strong organizational skills and ability to ... growth, learning and collaborative opportunities made available across the company . + EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) + EEO… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are ... based on risks and opportunities + Ensure compliance with financial guidelines, company policies and relevant legal regulations. + Detail oriented and strategic… more
- JPMorgan Chase (Garden City, NY)
- …to execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, ... opportunity employer and place a high value on diversity and inclusion at our company . We do not discriminate on the basis of any protected attribute, including… more
- WTW (New York, NY)
- …and advise on the financial impact of risk + Collaborate with brokerage teams and clients to recommend optimized pricing strategies + Prepare deliverables ... is $36.00hr - $40.00hr USD. This role is also eligible for overtime. ** Company Benefits:** WTW provides a competitive benefit package which includes the following… more
- TD Bank (New York, NY)
- …managing US Wealth's suite of investment products including investment management, brokerage , annuities (fixed, indexed, and variable) and structured products + ... and product performance to determine how the product impacts the Company operations including product life cycle, quality, technical support, marketing programs… more
- HUB International (Melville, NY)
- …events; + Build and maintain effective working relationships with insurance company partner contacts (such as underwriters, sales and service representatives), ... needs of clients; Preference will be given to candidates with brokerage or insurance carrier underwriting or account/sales management experience. + Demonstrated… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Basic product knowledge of investment products and services such as prime brokerage , derivatives, futures , FX or collateral management + Knowledge of Tableau and ... opportunity employer and place a high value on diversity and inclusion at our company . We do not discriminate on the basis of any protected attribute, including… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... & Technology teams are charged with a mission that rivals any large tech company . Our technology solutions are the foundations of everything we do from keeping the… more