- US Bank (New York, NY)
- …focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...(WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more
- NTT America, Inc. (Albany, NY)
- …include business and technology consulting, data and artificial intelligence, industry solutions , as well as the development , implementation and management ... NTT DATA's Insurance practice leverages deep industry expertise to provide insights, solutions , and outcomes that our customers need to succeed across all lines… more
- Broadview FCU (Albany, NY)
- …place! Summary of Role: The Member Advocate serves as a trusted advisor , empathetic listener, and service professional, delivering world-class support with a ... approach. This role is designed to elevate the member experience by blending financial expertise with the warmth and attentiveness found in the best hospitality… more
- Santander US (Bronx, NY)
- …+ Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions . + Proactively prospect for ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- JPMorgan Chase (New York, NY)
- …programs including Excel, PowerPoint and Adobe PDF JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Specialist** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7...their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and… more
- JPMorgan Chase (New York, NY)
- …liaison with numerous groups within JPMAM. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... At JP Morgan Asset Management, we provide equity solutions to many of the world's largest pension...partners, prospects, and existing clients across both institutional and advisor businesses. + Foster strong partnerships with portfolio managers,… more
- JPMorgan Chase (New York, NY)
- …+ Strong time management and prioritization skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... high and ultra-high net worth clients to help them achieve their financial goals. The investments business offers brokerage, investment management and investment… more
- Deloitte (New York, NY)
- …excellence-focusing on demand generation, client engagement, and the continuous evolution of solutions within the Downstream Oil & Gas sector and related commodity ... This strategic leadership role blends sales, program execution, solution development , relationship management, and capability-building to drive quantifiable results… more
- Santander US (New York, NY)
- …acts in a trusted advisor role to companies generating ideas, advice and solutions , usually to the larger companies in the assigned territory. This is a senior ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more