- Binghamton University (Binghamton, NY)
- …Binghamton Investment Fund Club Advising: + Mentor students on investment strategies, conducting market research, ethical investment practices ... assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton...such as CFA or CFP. + Familiarity with student-managed investment funds or stock market simulations. Visa… more
- JPMorgan Chase (New York, NY)
- …identify and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth ... you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with...affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- Wells Fargo (New York, NY)
- …will work closely with the various commercial banking partners (Corporate and Investment Banking, Middle Market Regional Banking, Leverage Finance, Financial ... financial position and risk level and acting as an advisor to leadership for highly complex situations for both...and technical needs across Commercial Banking or Corporate & Investment Banking + Partner with product management functional partners… 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 ... The Private Wealth Alternatives market , with an estimated $2 Trillion in assets,...& Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… 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
- Citigroup (Smithtown, NY)
- …all our businesses to address a client's individual and business needs. + Accelerate investment business growth in the market by identifying new and existing ... for setting and implementing the growth strategy for the market with key focus on hiring seasoned advisors and...experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor … more
- Honeywell (Lake Success, NY)
- …performance indicators (KPIs) for the solutions portfolio, including revenue growth, profitability, market share, and return on investment (ROI). + Conduct ... responsibility and will drive business growth, operational execution, and market leadership in energy efficiency, decarbonization, and infrastructure modernization.… 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