- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... and management skills. Demonstrated / Broad knowledge of Banking, Credit , Investments, Trust, Financial Planning and demonstrates the ability to assess client… more
- JPMorgan Chase (New York, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Automation Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry ... hands-on expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …you'll play a key role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City - Hybrid role (at ... design and development. * Proven experience working on projects within the Wealth Management domain, with a strong understanding of industry-specific… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- S&P Global (New York, NY)
- …criteria and standards. This is a specialized role that bridges accounting with credit analysis, and is suited for a highly motivated accountant or analyst with ... costs, EBITDA addbacks, convertible debt. + Participate in rating committees and management meetings, as needed. + Proficient at pulling, organizing, reviewing and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Market Risk in New York, NY to contribute to the market risk management of the US Credit Trading, US Structured Credit Trading, and global Convertible Bond &… more
- Citigroup (New York, NY)
- …and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... identification, exposure monitoring and stress testing. Enterprise Data coordinates with credit management groups across institutional client businesses to… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering strategic ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- Bank of America (New York, NY)
- …development and relationship management + Significant knowledge of banking and credit : general understanding of investments, trust and wealth transfer + ... + Drives inflows of new business across all product lines (ie, Credit , Assets Under Management , Deposit) into existing book of business + Leads complex credit… more