- JPMorgan Chase (New York, NY)
- The Role We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, and ... JP Morgan Asset Management's Client Advisors. As an Vice President in the Private...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- JPMorgan Chase (New York, NY)
- …the risk spectrum and capital stack. **Job Summary** As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will ... industry, markets, and trends to effectively translate insights into client responses and materials. + Keep abreast of the...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- JPMorgan Chase (New York, NY)
- …global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist within the team, you will play a crucial role in articulating ... including positioning, analytics and performance results + Creating and maintaining client presentations, marketing, performance commentary, and other client … more
- TD Bank (New York, NY)
- …manager/owner and top functional expert, the Sr. Business Application Specialist creates and delivers strategies, roadmaps, forecasts, manage relationships with ... in own complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the… more
- JPMorgan Chase (New York, NY)
- …insight that few other firms can match. **Job Summary:** As a Product Specialist supporting Customized Managed Account Solutions, you will help drive key project ... in direct collaboration with cross-functional partners including technology, operations, client service, investment, and control partners, you will define and… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client ... start date + Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- JPMorgan Chase (New York, NY)
- …with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker win new ... clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews… more
- SMBC (White Plains, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Raymond James Financial, Inc. (New York, NY)
- …effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority… more
- Pegasystems (New York, NY)
- …Join our disruptive evolution of the software industry as a Strategic FS/ Banking Application Sales Specialist . Every business/industry/company is looking to ... FS Application Sales Specialist Job Category: Sales Location: US - Massachusetts...a trusted advisor relationship with multiple stakeholders across the client organization + Leverage deep FS industry and product… more