- CUNY (New York, NY)
- …enhancements are provided for system adoption by all users. -Ensure the system supports core functions such as financial aid, fiscal tracking, reporting, and ... -Serve on OCIP's senior leadership team, contributing to strategy, systems development, and policy design that align with CUNY's...align with CUNY's strategic goals. -Act as a strategic advisor to the Chancellor, Provost, and other senior leaders… more
- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc. + 3+ years of… more
- American Express (New York, NY)
- …while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and ... protection regulations and embedding privacy-by-design principles into Finance processes and systems . The ideal candidate has strong subject matter expertise across… more
- City National Bank (New York, NY)
- …* 1 to 2 years to complete licensing: Series 7, 66 * Master financial modeling system *Compensation* Starting base salary: $65,296 - $104,304 per year. ... this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- KeyBank (Tarrytown, NY)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… 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
- Wells Fargo (New York, NY)
- …experience (14+ years) in software development, with a focus on electronic trading systems and financial markets + 5+ years experience programming languages such ... will be responsible for designing, developing, and maintaining electronic trading systems , ensuring high performance, reliability, and scalability. You will work… more
- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... brand and sales goals and improve sales funnel effectiveness. Leverage tools, systems , and resources to support prospects and new franchisees on application process… more
- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more