- Citigroup (New York, NY)
- …The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, ... to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for… more
- Deloitte (New York, NY)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
- KeyBank (Amherst, NY)
- …management products and services (eg - trust/fiduciary, private banking, securities/ investment management, capital markets), compliance , operations, and risk ... professional and/or industry sponsored certifications in wealth management, trust, investment management, and/or fiduciary risk management and/or compliance … more
- Truist (New York, NY)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital ... The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you… more
- Foresters Financial Services (Westbury, NY)
- …of money + Prospecting and telephone techniques (if you become FINRA licensed) + Compliance training What you need to have: + High School diploma or equivalent + ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… 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. ... Collaborate with industry leaders and shape the future of compliance in a rapidly evolving financial landscape. Your strategic...make a difference. As a Global Financial Crimes Legal Advisor in the Global Financial Crimes Legal team, you… more
- JPMorgan Chase (New York, NY)
- …data analysis. As the Business Manager (COO) within the Commercial & Investment Bank Securities Services organization, you will optimize business performance by ... spearheading key investment and productivity initiatives, managing deposit forecasts, and leading...business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product… 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
- 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)
- …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