- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Capital One (New York, NY)
- …acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. ... thinking, communication and leadership skills - and drive to succeed. Our Investment Banking Vice Presidents perform critical functions as leaders and active… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...+ Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- JPMorgan Chase (New York, NY)
- …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead, coach,… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... make a difference. As a Global Financial Crimes Legal Advisor in the Global Financial Crimes Legal team, you...essential, is experience in Anti-Corruption, AML in asset and investment management, a working knowledge of the US Sanctions… more
- Tompkins Community Bank (Ithaca, NY)
- …Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service ... Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more
- KeyBank (Amherst, NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more