• Investment Professional, Associate

    JPMorgan Chase (Rochester, NY)
    …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and...than 11 bullet points in posting) + Proactively generate investment ideas and reasons to call clients to aid… more
    JPMorgan Chase (05/23/25)
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  • Director - Investment Banker - Diversified…

    Citigroup (New York, NY)
    …Banking team. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... clients. **Responsibilities:** + Leverage past investment banking or related experience to enhance Mergers and...clients' needs and acting as a content provider on market trends + Serve as the expert on regulatory,… more
    Citigroup (04/08/25)
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  • VP - Investment Banker - DCM - LATAM

    Citigroup (New York, NY)
    …assisting clients in raising funds in the credit markets-including syndicated loan market and debt capital markets-as well as in providing strategic advisory ... coordination with other product partners in the corporate and investment banking teams. The overall objective of this role...team leader during transaction execution as well as strategic advisor to our clients by formulating debt raising and… more
    Citigroup (04/03/25)
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  • Lead Events Management Specialist,…

    Wells Fargo (New York, NY)
    …strategies and implement full cycle, multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of ... business. The individual in this role will serve as a trusted advisor , providing recommendations on logistics, communication, and contingency planning. This position… more
    Wells Fargo (05/29/25)
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  • Investment & Corporate Banking - Debt…

    Mizuho Corporate Bank (New York, NY)
    …of sectors. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... to raise funds in the 4(a)(2) debt private placement market . The DPP Team's primary objectives include strategic advisory...and valuations to be used in pitches and to market live deals + Build complex financial models for… more
    Mizuho Corporate Bank (05/21/25)
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  • JP Morgan Wealth Management - Market…

    JPMorgan Chase (New York, NY)
    …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management,… more
    JPMorgan Chase (04/07/25)
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  • Merrill Market Supervision Manager

    Bank of America (Buffalo, NY)
    …Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices ... when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm and… more
    Bank of America (05/31/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Melville, NY)
    …The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a ... Merrill Market Client Relationship Manager Melville, New York **Job...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
    Bank of America (06/07/25)
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  • VP Strategy & Innovation

    Athene (New York, NY)
    …bring retirement income and buffered annuity solutions into the RIA and independent advisor market -through models, managed accounts, and advisor platforms + ... buffer, or income engine within portfolios + Proven ability to translate investment innovation into real-world advisor adoption-across planning, compliance, and… more
    Athene (04/22/25)
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  • Treasury Sales Officer - Transformative Technology…

    Bank of America (New York, NY)
    Treasury Sales Officer - Transformative Technology Group (Mid- Market ) New York, New York **Job Description:** Don't miss this opportunity to join the Transformative ... Managers (RMs) while overseeing a portfolio of US based, globally oriented Mid- Market Tech companies with annual revenues between $50 million to $2 billion.… more
    Bank of America (05/16/25)
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