- Raymond James Financial, Inc. (New York, NY)
- …the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch locations within a specified geographic region. + Manages ... of personal trust accounts to individuals who are not Raymond James affiliated Financial Advisors from any geographic region. + Performs public speaking at seminars… more
- M&T Bank (Buffalo, NY)
- …professional certifications (CIA, CPA, CISA, CISSP, cloud certification, or similar) + Financial Services Industry experience preferred + Extensive experience in ... infrastructure auditing (preferably in the banking/ financial services sector) + In-depth knowledge and...services such as change, problem, incident, and asset management + Strong understanding of regulatory requirements as they… more
- Charles Schwab (Brooklyn, NY)
- …certification is preferred + Minimum of two years of experience in the financial services industry (required) + Financial business development experience ... financial needs, including retirement planning, educational planning, investment management , estate planning, active investing, managed banking, and lending… more
- WSP USA (New York, NY)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... building system designs keep many of the world's top Fortune 100 financial , technology, enterprise, hyperscale, and colocation companies up and running 24 hours… more
- Humana (Albany, NY)
- …largest businesses. Humana is seeking a team member, with prior management consulting experience or professional experience leveraging core consulting skills, to ... with fellow team members, subject matter experts, members of Humana's executive Management Team, and corporate, functional, and business unit leaders. Recent example… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... 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
- BMO Financial Group (New York, NY)
- …business plans. Continuously assesses and improves the work processes for sales and service management , risk management and compliance within prescribed ... the development, prioritization and implementation of business, technology, sales and service , channel optimization and enhanced customer experience. + Leads and… more
- Paychex (Ithaca, NY)
- …Paychex key referral channels and partnerships to educate stakeholders on our services , and provide consultative solutions to increase market share and drive ... Uses digital tools, including conversational intelligence tools, as directed by management . + Develop and maintain key referral sources, including Accountants,… more
- Capco, a Wipro Company (New York, NY)
- …analytics, modelling, AI, machine learning, dashboarding, and reporting. **About the Job:** Financial services firms are increasingly turning to graph and ... trusted advocate and communicator for Graph and Semantic Technologies + Experience in the financial services domain is a great advantage + Ability to utilize… more
- Capco, a Wipro Company (New York, NY)
- …modelling, AI, machine learning, dashboarding, and reporting. **About the Job:** Financial services firms face significant challenges and opportunities in ... trusted advocate and communicator for Graph and Semantic Technologies + Experience in the financial services domain is a great advantage + Ability to utilize… more