- City National Bank (New York, NY)
- …anage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant. Monitor the process of the transfer, handle any potential issues ... trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the...5 years of experience in a broker dealer or investment industry * Minimum 3 years of experience in… more
- CBRE (Albany, NY)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more
- Citigroup (Hewlett, NY)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- American Express (New York, NY)
- …+ Develop deep understanding of marketing ecosystem, revenue drivers and investment levers to create effective personalization strategy + Power in-depth strategic ... done the right way + Manage and flex strategy based on investment decisions, identify opportunities for efficient investments in collaboration with partners across… more
- KeyBank (Amherst, NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... and controls and risk-based auditing and/or testing techniques; management experience preferred . + Demonstrated in-depth knowledge of wealth management products and… more
- BlackRock (New York, NY)
- …team is responsible for designing, building, and operating Aladdin, BlackRock's investment , and operating technology platform. Within the Engineering COO office, the ... that articulate program objectives, status, and impact. + Serve as a trusted advisor to senior leaders and an advocate for Aladdin Product Engineering COO principles… more
- Bank of America (New York, NY)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- JPMorgan Chase (New York, NY)
- …to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program ... experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading complex, cross-functional… more
- JPMorgan Chase (New York, NY)
- …in retirement solutions with $360 billion+ in AUM across defined contribution investment -only (DCIO) and employer recordkeeping for plan sponsor clients and their ... and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic… more
- M&T Bank (New York, NY)
- **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and new credit portfolio management, including compliance and monitoring of new and ... keying of loan data in relevant systems. + Accompany the Custom Credit Advisor on calls with prospects and clients to identify cross-sell opportunities to expand… more