- Wells Fargo (New York, NY)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized ... wealth management , investment, planning, and retirement products and services to...clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter… more
- Capital One (New York, NY)
- …. Eligibility varies based on full or part-time status, exempt or non -exempt status, and management level. This role is expected to ... / Transactions Audits (Hybrid) Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the… more
- Citigroup (New York, NY)
- …factor for this individual contributor role is the ability to translate complex financial concepts into clear, non -technical language. This skill is essential ... to deliver planning solutions around the pillars of Financial Planning, Financial Planning Concept, Practice management and resources. + Collaborate and work… more
- Citigroup (Garden City, NY)
- …engagement with community clients, diverse real estate agents, and affordable housing non -profit partners in coordination with the Consumer Product Sales team. The ... set directly to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for… more
- Tompkins Community Bank (Mount Kisco, NY)
- …maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values. This ... networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across investment, trust, banking,… more
- Wolters Kluwer (New York, NY)
- … management and corporate services, including business licensing solutions. In Financial Services, we support banks, non -bank lenders, credit unions, ... is part of the Advanced Technology team in the Digital eXperience Group (*/dxg), which co-creates state-of-the-art products and solutions with Wolters Kluwer… more
- WTW (New York, NY)
- …policy structures is a plus. + Ability to communicate complex technical and financial concepts to non -technical audiences. + Strong leadership, presentation, and ... the Risk & Analytics team in advancing the catastrophe and climate risk management business in the US (primary focus) and globally. This includes providing… more
- MTA (New York, NY)
- …effectively, both orally and in writing, to interact with team members, customers, management , and support personnel (technical and non -technical). + Expert in ... RANGE: $160,963 $189,990 HAY POINTS: 805 DEPT/DIV: IT / Product Management & Engineering SUPERVISOR: Director, Product Development LOCATION: Various/ 2 Broadway,… more
- Citigroup (Queens, NY)
- …for operational, compliance and reputational risks, also guiding the development of non - financial stress testing scenarios. + Enable the redesign of Wealth ... + 20+ years of leadership experience in large global financial firms. + Deep global risk assessment and mitigation...impact of stress shocks including fat-tailed risks. **Job Family Group :** Risk Management **Job Family:** Business Risk… more
- Fifth Third Bank, NA (New York, NY)
- …with the bank's largest and most strategically significant insurance clients-firms with substantial financial strength and a strong asset base across our both in and ... the primary point of contact, representing the bank and delivering tailored financial solutions. In addition to insurance portfolio client relationship management… more