- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management… more
- Raymond James Financial, Inc. (New York, NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + ... Financial markets and products **Skill in:** + Thorough and balanced documentation of work product + Clear, concise, cross-functional communications, both written and… more
- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly ... offerings + Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. +… more
- Raymond James Financial, Inc. (New York, NY)
- …and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + ... through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...essential, is experience in Anti-Corruption, AML in asset and investment management, a working knowledge of the US Sanctions… more
- Ankura (NY)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS practice.… more
- Citigroup (New York, NY)
- …in a global organization + Knowledge and experience serving as a key strategic / financial advisor and partner to senior managment + Extensive financial ... Lead Financial Officers (LFO) are accountable for leading the...financial objectives related to expenses and return on investment + Leading short and long term budgeting, forecasting… more
- JPMorgan Chase (Brooklyn, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... and interacting with our clients to offer the best investment solutions to meet their financial needs....capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- Urban League of Rochester (Rochester, NY)
- …and Investment Committees. + Attend board and subcommittee meetings as a financial advisor . + Represent the organization on the Executive Leadership Team. + ... Chief Financial Officer (CFO) Rochester, NY (http://maps.google.com/maps?q=265+N.+Clinton+Ave.+Rochester+NY+USA+14605) Description Our Work At the Urban League of… more
- CVS Health (Albany, NY)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... in key Business Unit leadership meetings, operating reviews and investment meetings + Set the product strategy and find...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more