- Citigroup (New York, NY)
- …to internal stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product solutions. **Role:** ... views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement… more
- Citigroup (Queens, NY)
- …ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Adams and Associates (Glenmont, NY)
- Recreation Advisor (PT) Job Details Job Location Glenmont - Glenmont, NY Position Type Part Time Education Level High School Salary Range $17.20 Hourly Job Category ... is service-focused and outcome-driven. We began as a small business formed in 1990 with the sole mission of...formed in 1990 with the sole mission of operating at- risk youth and children's programs for local, state, and… more
- City of New York (New York, NY)
- …latitude for independent initiative, judgment and decision-making, the Strategic Advisor is responsible for researching, developing and evaluating targeted ... and analyzes statistical data and work products to ensure quality control, compliance with current policies and procedures and operational efficiency. The Office of… more
- HSBC (Buffalo, NY)
- …investors, our communities and the planet we all share. Welcome Care Advisor will deliver outstanding quality advice, consultation and coordination of international ... every time they contact us. As our Welcome Care Advisor you will: + Provide high quality service to...+ Maintain a working knowledge of regulations to identify risk or fraudulent activity to protect both the customer… more
- HUB International (New York, NY)
- …leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure. **Job Summary:** The ... and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and Risk Officer, will be a...leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring,… more
- NBT Bank (Williamsville, NY)
- …clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. ... + Strong communication and PC skills + No significant compliance issues + Has developed a process for client...63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client… more
- Amazon (New York, NY)
- …works with our largest enterprise customers to address their security and compliance requirements using cloud native technology, while adopting scalable security and ... risk control measures across their infrastructure. Are you excited...using automation and event driven computing to achieve continuous compliance ? Do you want to dive deeper into cloud… more
- JPMorgan Chase (New York, NY)
- …including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (eg completion ... within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational… more
- Touro University (New York, NY)
- Overview The Academic Advisor plays a critical role within the advising team, providing comprehensive academicsupport and guidance to students enrolled at Touro ... messages and emails within 24 hours or the next business day, documenting responses via email or Zoom phone...for student rights within the college environment. + Identify at- risk students and notify relevant parties. + Refer students… more