- UMB Bank (Albany, NY)
- …Experience in investment manager selection and monitoring a plus + Prior experience with DC retirement plans and understanding of regulations related to ERISA, ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor...communicate recommendations. + Regularly meets with clients for on-going plan/ investment reviews. Educates and communicates with clients about market… more
- Citizens (Irondequoit, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications… more
- KeyBank (Boulevard, NY)
- …following up on post exam corrective actions to ensure effectively implemented prior to closure. + Build and sustain positive working relationships with corporate ... and enhance reporting to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and… more
- City National Bank (New York, NY)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market… more
- Wells Fargo (New York, NY)
- …and Telecommunications (TMT) Group. **In this role, you will:** + Work as an advisor within Investment Banking functional area to leadership to develop or ... The Corporate & Investment Bank (CIB) delivers a comprehensive suite of...managers across the company and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of… more
- JPMorgan Chase (New York, NY)
- …and Sovereign Wealth Funds. Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services to families, ... part of transactions **Required Qualifications, Capabilities & Skills** + Prior work experience in an Investment Banking...Skills** + Prior work experience in an Investment Banking front office role, including strong historical client… more
- JPMorgan Chase (New York, NY)
- The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic ... managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps our clients make better,...Wealth Management business** . You will not only have prior experience in macro research as an economist or… more
- JPMorgan Chase (New York, NY)
- …Exceptional written communication, large group presentation, and interpersonal skills, including prior sales experience. + Proficient in investment performance, ... us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently… more
- Mizuho Corporate Bank (New York, NY)
- …by the client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC ... timely manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites,...where needed + Prioritize onboarding cases to ensure completion prior to deadlines + Determine industry codes (for example… more
- Santander US (New York, NY)
- …or other advanced degree preferred but not required + 7+ years of experience in investment banking; preference for prior experience in the consumer and / or ... Investment Banking Senior Associate/Vice President, Consumer & Retail...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the… more