- Anywhere Real Estate (Rochester, NY)
- …Director, Mergers & Acquisitions **Location:** Remote **Reports To:** SVP Growth, M&A ** Company Overview:** **Anywhere Real Estate Inc.** (NYSE: HOUS) is a global ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Principal Financial Group (New York, NY)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. +… more
- Bank of America (Garden City, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- …this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective ... are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:** ... are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- Lenovo (NY)
- …All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... management products and services (eg - trust, private banking, securities/ investment management) as well as trust/fiduciary related compliance, operations, and… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset Management (JPMAM) provides asset allocation solutions for the investment management needs of corporate and public retirement plans, endowments and ... portfolios for 50+ years. Consisting of more than 100 investment professionals located in New York, London and Asia,...+ Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a… 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...matters, including relevant securities laws and the SEC's Municipal Advisor Rule, fair access and related issues. + Serve… more
- American Express (New York, NY)
- …Express. The Finance organization drives performance while upholding the Company 's commitment to regulatory compliance and financial integrity through strategic ... collaboration with internal business partners and external constituents including the investment community and supervisors. By leveraging its unique view that spans… more