- World Insurance Associates, LLC. (Farmingville, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… more
- Nuveen Investments (New York, NY)
- …(IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community. Operating in a highly cross-functional ... a strategic project manager and execution lead, driving forward the firm's investment strategies with precision and expertise. **Key Responsibilities and Duties** +… more
- JPMorgan Chase (New York, NY)
- …payments, cybersecurity, machine learning, and cloud development. Our $15B+ annual investment in technology enables us to create transformative solutions for the ... financial services industry and beyond. The Executive Director will...and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing… more
- JPMorgan Chase (New York, NY)
- …to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI ... strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... that provides support to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with banking, markets, regulatory,… more
- JPMorgan Chase (New York, NY)
- …processes. + Strong familiarity or ability to quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate ... JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- Bank of America (New York, NY)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....client materials and follows up on all client and Financial Advisor (FA) requests + Assists with… more
- JPMorgan Chase (New York, NY)
- …& Acquisitions Advisory team, you will act as a trusted partner and advisor , developing business strategies and promoting execution of business initiatives. You will ... decision-making and leading strategic projects. Your role will also involve financial forecasting, competitor and market analysis, and data analytics. You will… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- TD Bank (New York, NY)
- …interest across TDS Securities with a primary focus on Corporate and Investment Banking, Capital Markets, Commercial Banking, Mergers and Acquisitions, and other ... rollouts, system migrations, and process reengineering + Serve as a senior advisor to business and compliance stakeholders on complex conflict scenarios + Monitor… more