- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Product Services **Job Family :** Investment Counselor **Time Type:** Full time **Primary Location:** New ... The Investment Assoc Intmd Analyst is a developing professional...others in accomplishing the objectives of the subfunction/ job family . Applies analytical thinking and knowledge of data analysis… more
- NBT Bank (Albany, NY)
- …allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as ... needed. Prepares investment proposals for a new business accounts and maintains...your future. + Adoption Assistance : Supporting your growing family . + Tuition Reimbursement : Invest in your education… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... 120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** Client Onboarding… more
- Citigroup (New York, NY)
- …This includes partnering across other functions and Finance disciplines. Lead Financial Officer (LFO) teams are Finance partners to the functions and businesses they ... support. This Retail Services Financial Officer role will support the following responsibilities: + Assisting the business / function in their efforts to establish… more
- Charles Schwab (Albany, NY)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight clients of ... to their clients and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions… more
- JPMorgan Chase (New York, NY)
- …business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through collaboration, ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York** Global Transaction Banking… more
- City National Bank (New York, NY)
- *EXTERNAL LOAN OFFICER - MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? The external mortgage loan officer is responsible for originating residential mortgage loans ... the office to generate leads and establish a network of clients the loan officer will guide clients through the mortgage application process ensuring they find the… more
- Citigroup (Queens, NY)
- …tools + Performs other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on Risk, Compliance, Finance and ... The US Pensions Investment ("USPI") team is the investment ...Economics, Business, Accounting, or other related quantitative field. **Job Family Group:** Finance **Job Family :** Balance Sheet… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail… more