- JPMorgan Chase (New York, NY)
- …leading investment solutions. We focus on helping clients understand the complexities of the financial markets and use client insights to help them customize and ... construct investment portfolios. We offer a wide array of financial strategies that span multiple vehicles (Mutual Funds, ETFs,...looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will work with our team… more
- JPMorgan Chase (Fayetteville, NY)
- …points toward doing right by clients at every opportunity + Foster a client -centric planning process and ensure implementation of financial planning strategies + ... interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will… more
- SHI (Albany, NY)
- …+ Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers + Address ... and today we're proud to be a $15 billion global provider of IT solutions and services.** **Over 17,000...professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you… more
- Broadridge Financial Solutions (Edgewood, NY)
- …or equivalent experience preferred. + Minimum of 4 years experience in a client service, account management, or related financial services. + Strong knowledge ... Acting as an advocate for both Broadridge and the client , this role maintains the highest level of ...Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital… more
- Kyndryl (New York, NY)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... transformation value while solving clients' mission critical challenges. Leveraging Kyndryl's global strength, leading technology capabilities within our global … 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, ... portfolio of benefits to its employees. **Role Description** SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history,… more
- JPMorgan Chase (New York, NY)
- …our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client ... Investment Specialist (IS) role, you will represent our strategies across various client types and investment wrappers. You will collaborate with portfolio managers,… more
- TD Bank (New York, NY)
- …functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by ... of the Wealth business, ensuring delivery of an effective, efficient and consistent client and employee experience. Areas of focus would include but not be limited… 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
- Santander US (New York, NY)
- …York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe ... Europe and Latin America + Coordinate the development of client deliverables, including detailed financial models, valuation...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients… more