- JPMorgan Chase (New York, NY)
- …Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit , deposits, trust and financial ... + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- JPMorgan Chase (New York, NY)
- …Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit , deposits, trust and financial ... + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... commitment to supporting New Yorkers and communities with low incomes in building wealth and improving their financial health and a passion for financial education.… more
- Citigroup (New York, NY)
- …, Corporate and Investment Banking, Securities Brokerage, Transaction Services, and Wealth Management . Our core activities are safeguarding assets, lending ... + Working knowledge in a broad range of Risk Management disciplines including Counterparty Credit , Market, and Risk Analytics. + Experience working at a… more
- Citigroup (Getzville, NY)
- …against commitments, dependencies, and resource needs. + Leverage knowledge of Credit Risk Management to perform end-to-end review-challenge of program ... fulfilling regulatory obligations. Senior Project Managers in the Risk Program Management organization are expected to have excellent proven track-record in managing… more
- Tradeweb (New York, NY)
- …Tradeweb is a global leader in electronic trading for rates, credit , equities, and money markets. As financial markets become increasingly interconnected, ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect… more
- Tradeweb (New York, NY)
- …Tradeweb is a global leader in electronic trading for rates, credit , equities, and money markets. As financial markets become increasingly interconnected, ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Bank of America (New York, NY)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Specialists in Credit , Treasury Management , and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and… more
- S&P Global (New York, NY)
- …Services practice areas assisting the practices on advisory matters relating to Credit Rating Agency regulations. For individuals with a strategic mindset and a ... metrics, including categorizing records and identifying trends that are used in training, management and board decks. + Work closely with the Compliance Control Room… more