- JPMorgan Chase (New York, NY)
- …Functions Talent & Employee Experience segment. **Job responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering ... **Identify Productivity Initiatives:** Identify and implement productivity initiatives, own investment business cases, and provide accurate headcount forecasting to… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… 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
- 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 ... to clients in adherence to Company standards, follows policies and procedures to ensure compliance...focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations.… 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
- The Estee Lauder Companies (New York, NY)
- …Build strong relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial insights and support impactful ... of the brand P&Ls including Net Sales, COGS and Advertising & Promotions investment . + Ensure accuracy of category P&L reporting; analyze category P&Ls to ensure… 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
- KeyBank (Dewitt, NY)
- …Kinne Rd - Dewitt, New York 13214 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
- JPMorgan Chase (New York, NY)
- …and individual clients meet their financial goals by providing industry leading investment solutions. We focus on helping clients understand the complexities of the ... use client insights to help them customize and construct investment portfolios. We offer a wide array of financial...looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will work with our team… more
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