- JPMorgan Chase (New York, NY)
- If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a ... improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and… more
- JPMorgan Chase (New York, NY)
- Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks. If you are customer focused, ... enjoy building relationships and providing financial advice to your clients, then a role as...risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum… more
- BMO Financial Group (New York, NY)
- …for new opportunities. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... client industry, and regulatory agencies for potential changes that may affect client...internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client… more
- HCR Home Care (Rochester, NY)
- …- $150,000.00 Annually Role and Responsibilities Executive in charge of financial affairs of company. Evaluate and guide strategic and operational decisions. ... Finance Departments. Essential Functions * Review business strategy and evaluate its financial viability. * Develop and continually improve budgeting, financial … more
- Citigroup (New York, NY)
- …Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. ... closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,...leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure strict adherence… more
- JPMorgan Chase (Stony Point, NY)
- …acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their ... financial needs, contributing to the success of the branch....and solutions + Experience adhering to policies, procedures, and regulatory banking requirements **Dodd Frank/Truth in Lending Act** This… more
- Lincoln Financial (Albany, NY)
- …role include designing, managing, maintaining and securing LFG's (Lincoln Financial Groups) Active Directory, Active Directory Certificate Services, and ... our Security and Enterprise departments by implementing and enforcing regulatory compliance and standards adherence. **What you'll be doing**...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- City of New York (New York, NY)
- …for Elder Women (SAFE) program is a newly initiative focused on preventing financial exploitation and fraud targeting older adult women. This program will develop ... and deliver specialized training to older adult women, and employees of financial institutions, including financial education organizations and banks, to… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Financial Services, Department of Title Assistant Deputy Superintendent for Foreign and Wholesale Banks (Assistant Deputy Superintendent, NS) ... State NY Zip Code 10004 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more