- Bank of America (New York, NY)
- …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 ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- City National Bank (New York, NY)
- …the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ... New Account Specialist provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities....industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience… more
- TD Bank (New York, NY)
- …or agency required + Established network of contacts in Banking / financial services and executive circles preferred + Expert interviewing experience required + ... without loss in productivity **Customer Accountabilities:** + Acts as the Talent Advisor for a designated portfolio, informing talent decisions with acute knowledge… more
- Santander US (Brooklyn, NY)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- Broadridge Financial Solutions (Albany, NY)
- …in building and sustaining strong, collaborative partnerships. The Client Relationship Manager (CRM) will serve as a trusted business partner, addressing complex ... Broker client(s), cultivating high-value, long-term relationships and acting as a trusted advisor for our clients day-to-day activities for the Proxy and PostSale… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- JPMorgan Chase (New York, NY)
- …over 20,000 funds reviewed through our due-diligence processes. As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as ... a key point of contact and advisor to the executive management team, providing high-level support,...the development of business cases for new initiatives, including financial modeling and scenario analysis + Coordinate agenda, presentations,… more
- Robert Half Finance & Accounting (New York, NY)
- …ratings, and internal reports + Explore and build relationships with new sponsors, financial advisor (FAs), and lenders to find new opportunities in project ... Description Robert Half Financial Services is recruiting for an Energy Structured/Project...initial processing work for operations + Assist the senior manager with internal Branch reporting when required Requirements Requirements:… more
- JPMorgan Chase (New York, NY)
- …vital missions of local resources like hospitals, governments and community financial institutions. We work to preserve safe, affordable and sustainable community ... and inclusively charting a future course. As a Business Manager Senior Associate within the Impact Banking team, you...promoting key initiatives. You will act as a trusted advisor and counterweight to the Head of Impact Banking… more
- City of New York (New York, NY)
- …Open to employees who are permanent in the civil service title of Administrative Manager or the comparable civil service titles of Health Services Manager or ... years. DUTIES WILL INCLUDE BUT NOT BE LIMITED TO: - Act as principal advisor to the Medical Director on the development, execution, and monitoring of high-profile… more