- Anywhere Real Estate (Rochester, NY)
- …services company serving real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate ... problem solving skills consistently + Making insurability decisions and translating title insurance guidelines. **Truly Remarkable Service:** + We are looking for a… more
- APTIM (New York, NY)
- …projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ESG-focused ... an extensive range of benefits that protect and promote the health and financial well-being of our employees and their families through the APTIM Benefits… more
- Citigroup (New York, NY)
- …Real Money clients, which includes Pension Funds, Asset Managers, Endowments, and Insurance companies. The Director Salesperson also serves as an intermediary in ... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and...**Qualifications:** + 15+ years of sales experience at a financial services organization + Experience selling to Pension Funds,… more
- OEC Group (Queens, NY)
- …is provided with the following benefits package. This includes: + Comprehensive Health Insurance : Medical, Dental & Vision for the individual + Life & Accidental ... Insurance Coverage: For added security + Generous PTO plan:...With up to a 3% company match for your financial future + Company Culture: Enjoy team outings, holiday… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private… more
- Citigroup (Getzville, NY)
- …multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to new or junior level staff on procedures and work ... people management preferred + Experience in management with Banking and Financial Institutions preferred + In-depth understanding of opportunities that exist within… more
- Truist (New York, NY)
- …America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets ... equivalent education and related training. 2. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. + Provide verbal and… more
- Citigroup (New York, NY)
- …providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP ... of this role is to act as a strategic advisor to our clients by formulating investment strategies and...+ 6-10 years of experience + Experience in the Financial Services industry, specifically within Banking + Degree in… more
- Amazon (New York, NY)
- …non-technical audiences - Work experience in any of the following industries: financial services (banking, capital markets, payments, insurance , or other ... propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more