- JPMorgan Chase (New York, NY)
- …loops to ensure continuous improvement of digital offerings. + **Market Research and Analysis :** + Conduct market research and analysis to identify trends and ... + Proven experience in a similar role within the financial services industry, preferably in private banking or wealth...American market and Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- Bank of America (New York, NY)
- …Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management + Risk Management + Causation Analysis + Client Management + ... are guided by a common purpose to help make financial lives better through the power of every connection....processes, drive scale of product utilization and improving the advisor experience. **Qualifications:** + 2-5 years of prior experience… more
- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... to ensure financial goals are achievable. Improve the quality of financial review through benchmarking and sensitivity analysis . + Negotiate where… more
- North Bellmore School District (Bellmore, NY)
- …and strategic planning Assist the Superintendent in the preparation of long-term financial plans; provide financial analysis and recommendations Prepare ... the Business Services department and will serve as a key advisor on financial matters to support the district's educational goals. The Assistant Superintendent… more
- Robert Half Finance & Accounting (New York, NY)
- …services. * Proven expertise in managing revenue planning, budgeting, and financial analysis processes. * Strong leadership experience, including building ... health and operational resilience. + Act as a strategic advisor to senior leadership on financial planning...a strategic advisor to senior leadership on financial planning and execution. Qualifications: + Proven leadership experience… more
- New York State Civil Service (New York, NY)
- …and regulations related to LPTCs, fintech, decentralized finance and other emerging financial products and technologies; provides legal analysis and counsel in ... NY HELP Yes Agency Financial Services, Department of Title Senior Attorney, SG-25...are not limited to, the following:* Acts as an advisor and Senior Counsel to the Deputy Superintendent for… more
- JPMorgan Chase (New York, NY)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using ... We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and… more
- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... clearing, and settlement processes, and their impact on DR programs. + ** Financial Products:** Understanding of related financial products and services,… more
- NBT Bank (Williamsville, NY)
- …Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered. Delivers distinctive ... -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
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