- JPMorgan Chase (New York, NY)
- **Job Description** The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships.… more
- City National Bank (New York, NY)
- …this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients ... by the Wealth Advisors, that may be repetitive or one- time , which support the team, the division, CNB, and...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- American Express (New York, NY)
- …an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support ... while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and… more
- JPMorgan Chase (New York, NY)
- …change. As an Associate within the Business Transformation Team you will work as part of a team on programs that impact our clients' experiences and perceptions of ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... positioned to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk… more
- Truist (New York, NY)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- NBT Bank (Williamsville, NY)
- …: Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes employer ... The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high...leave at 100% of your salary. Benefits for All Part - Time Employees: + Retirement Plans: Benefit from… more
- ADP (Albany, NY)
- …+ **As a sales professional, are you ready to help businesses capture significant financial savings through Tax Credits?** + **Do you want a lasting career with a ... primary focus will be selling directly into a company's executive/ financial contacts. Once in a sales process, you will...friendly environment -- all while gaining serious credibility as part of an industry-leading sales team in a stable… more
- MTA (New York, NY)
- …Debt Financing DEPT/DIV: Finance WORK LOCATION: 2 Broadway New York, NY 10004 FULL/ PART - TIME FUL L SALARY RANGE: $176,000 - $196,000 DEADLINE: Until filled ... well as special projects as determined by the Chief Financial officer from time to time...Advisor (s) in analyzing proposals. + Design and progress financial strategies to achieve a cost-efficient debt portfolio using… more
- Guardian Life (New York, NY)
- …on industry databases, systems, and reports to accurately monitor transactions in real time . + Assists in anti- financial crimes trainings. **You have** + Minimum ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...purpose, priorities, and values. Do you want to be part of a collaborative Team? **You will** + Conduct… more