- Wells Fargo (New York, NY)
- …in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize ... Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal… more
- Binghamton University (Binghamton, NY)
- …We welcome candidates with expertise in all areas of finance including financial management, corporate finance, strategic finance, investments, financial markets ... committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society,… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + Develop… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + Develop… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- KeyBank (Dewitt, NY)
- …Kinne Rd - Dewitt, New York 13214 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At… more
- Capital One (New York, NY)
- …acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. ... thinking, communication and leadership skills - and drive to succeed. Our Investment Banking Vice Presidents perform critical functions as leaders and active… more
- Bank of America (New York, NY)
- …Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients meet their financial goals by providing industry leading investment solutions. We ... investment portfolios. We offer a wide array of financial strategies that span multiple vehicles (Mutual Funds, ETFs,...looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will work with our team… more
- JPMorgan Chase (New York, NY)
- …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead, coach,… more