- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and … more
- City National Bank (New York, NY)
- …and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive ... and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development. As a… 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
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... operations, working with the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds and PAYGO cash… 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...the 3rd Line of Defence, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
- Raymond James Financial, Inc. (New York, NY)
- …and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner with ... through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or… 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
- Wells Fargo (New York, NY)
- …New York, NY. **Job Role and Responsibility:** Act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement ... presentations to key stakeholders and senior management across strategic planning, investment planning and project delivery, risk management program execution, space… more
- Wells Fargo (New York, NY)
- …New York, NY. **Job Role and Responsibility:** Act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement ... presentations to key stakeholders and senior management across strategic planning, investment planning and project delivery, risk management program execution, space… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... of risk evaluation and assurance professionals, working to provide an independent second-line-of-defense approach to risk-based monitoring and evaluation by focusing… more