- Citigroup (Uniondale, NY)
- …relationships with client base, be familiar with target clients for various investment products and offerings + Manage high call volume, screen and prioritize ... liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors,… more
- JPMorgan Chase (New York, NY)
- …Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments + Champion a ... credit training preferred + Experience working with Capital Markets and Investment Banking products/services JPMorganChase, one of the oldest financial institutions,… more
- Citigroup (New York, NY)
- …coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business. Citi Wealth has an open ... architecture approach to delivering investment solutions. This leadership role is critical to help...related sectors. + Extensive experience working with 3rd party investment managers + Strong relationship management and organizational skills.… more
- KeyBank (Albany, NY)
- …Group (CSG) represents the Office of Supervisory Jurisdiction for Key Investment Services LLC. The Senior Associate-Central Supervision Principal reports to the ... This includes, but is not limited to, new account opening, investment and insurance suitability review, financial planning oversight, customer complaint research… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... Bonds, Project Loans, Loan Sales & Syndication, Debt Capital Markets, Financial Advisory, Investment Banking, Financial Guarantees, PPPs is a plus + 3-5 years of… more
- Citizens (New York, NY)
- …Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented ... analysis and due diligence + Write company specific and thematic investment -driven research reports + Conduct research from the primary literature, proprietary… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citizens (New York, NY)
- …Citizens using contemporary marketing methods to drive interest and adoption of investment banking products and services. This is both a strategic and executional ... assessment, and continuous improvement of integrated marketing plans for the investment bank arm of Citizens Responsibilities: + Working with in-house centers… more
- JPMorgan Chase (New York, NY)
- …with the Digital, Data and Products (DDP) team in prioritizing sales tools investment and adoption + Collaborates with the Business Intelligence Unit (BIU) in ... Treasury Payments product and sales leads in prioritizing product investment agenda + Focuses on gaining efficiencies within the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- HSBC (New York, NY)
- …how AMG should position itself to achieve commercial success based on its investment capabilities. Responsible for P&L (profit and loss) of new and existing mandates ... in alignment with client feedback. Engage with client's senior investment committees, representing the brand and delegating post-meeting activities accordingly.… more