- Raymond James Financial, Inc. (Locust Valley, NY)
- …institutional clients and prospects. * Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * ... research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ad hoc… more
- Eliassen Group (Albany, NY)
- …+ Description + Recommended Jobs **Description:** **100% Remote** Eliassen's client in the Financial Services Industry is seeking ... and Monitoring** **Anywhere** **Type:** Consulting **Category:** Delivery Leader **Industry:** Financial Services **Workplace Type:** Remote **Reference ID:** JN -122025-104603… more
- Santander US (Melville, NY)
- …but are not limited to: * Support gathering, spreading and review of client financial statements. * Analyzes, interprets and underwrites complex transactions in ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...be given exposure to the innerworkings of one largest financial institutions in the world. Working with best-in-class teams… more
- BMO Financial Group (New York, NY)
- …with client management teams and internal partners/stakeholders across BMO Financial Group in the Americas. + Contribute valuable Treasury & Payments Solutions ... market expertise in cash management and liquidity products to Financial Institutions in the Americas. ** Client and...products to Financial Institutions in the Americas. ** Client and relationship management:** + Delivery of exemplary … more
- S&P Global (New York, NY)
- …next generation of revenue leaders. Associates will accelerate their understanding of financial markets, workflow solutions, and client needs while contributing ... + Bachelor's degree or equivalent relevant experience + Strong interest in financial markets, client engagement, and commercial career progression + Excellent… more
- Citigroup (Queens, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Queens, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Brooklyn, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- HUB International (New York, NY)
- …a key support role within our Employee Benefits department, assisting in financial analysis, renewal strategy development, client reporting, and the overall ... client -ready presentations, renewal packets, stewardship reports, and monthly/quarterly financial updates. + Support Account Executive team during client … more
- ARAMARK (New York, NY)
- …and sanitation standards in all operations Client Relationship + Identify client needs and communicate operational progress Financial Performance + Ensure ... the completion and maintenance of P&L statements + Deliver client and company financial targets + Adopt all Aramark processes and systems, understand performance… more