- City National Bank (New York, NY)
- …planning or related experience * Minimum 8 years of experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the ... legacy trusts * Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like * Demonstrable proficiency… more
- Cushman & Wakefield (New York, NY)
- …understanding, and utilization. 3. Business Partnership . Collaborate with Advisory, Brokerage , and Investor teams to align data strategy with business goals. ... Strategy . Manage third-party data subscriptions and ensure integration with internal systems . . Negotiate contracts with data vendors to secure favorable terms and… 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 ... simplify complex and technical material * Strong Excel and PowerPoint skills * Systems management / project management skills * Python or Excel VBA programming… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Citi enables clients to ... be expected to make key technical recommendations based on their knowledge of the systems and the process flows involved. + Follow through to ensure each problem is… more
- JPMorgan Chase (Brooklyn, NY)
- …Capabilities, and Skills** + Prior experience in custody operation services or prime brokerage . + Ability to work closely with business partners and interact with ... all staff levels. + Proficient in using banking software, systems , and data analytics tools, with strong leadership and team management skills. + Strategic thinking… 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 ... **Education:** + Bachelor's degree in business, Finance, Engineering or Information Systems , or an equivalent combination of education and experience. A master's… more
- Anywhere Real Estate (Rochester, NY)
- …Group delivers value to agents and brokers through powerful marketing, sales support systems , training, mentorship, and tools & technology that help to fuel their ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- JPMorgan Chase (New York, NY)
- …range of experience with quantitative, financial and risk management techniques & systems preferred + Experience with stress testing preferred + Deep understanding ... of product knowledge and how it impacts liquidity risks (eg deposits, prime brokerage , secured funding, derivatives etc) is a strong plus JPMorganChase, one of the… more
- The Salvation Army (Syracuse, NY)
- …Benefits. Participate in training for and provide specialized therapy using the family systems based FFT-CW model for 10-12 families as assigned to reduce risk while ... life and cultural background. + Providing casework/counseling, crisis intervention, brokerage and networking advocacy, coordinating services with other service… more
- USG Insurance Services, Inc. (New York, NY)
- Account Executive: Brokerage Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we ... Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological… more