- Neuberger Berman (New York, NY)
- …Overview:** 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 investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate… 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
- 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
- KeyBank (Albany, NY)
- …1900 Central Avenue - Albany, New York 12205 **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: ... **MAY 26, 2026 - AUGUST 14, 2026** **Key Investment Services** Key's Enterprise Internship is a 10.5-week program...**Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary ... + Ability to prioritize onboarding cases to ensure completion prior to deadlines + Liaise with Front Office and...151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as,… more
- Santander US (New York, NY)
- 2026 Investment Banking Summer Associate Program - New York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... Want to Talk to You!** Santander US Corporate & Investment Banking (Santander CIB) is looking for the best...the skills and experience to become a thoughtful, strategic advisor . You'll learn the nature of client service and… more
- Citizens (Rochester, NY)
- …a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial... Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the… 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
- TIAA (Latham, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- KeyBank (Amherst, NY)
- …grade levels depending on requirements._** **Senior Business Risk and Controls Risk Advisor ** ABOUT THE JOB (JOB BRIEF) Assists assigned line(s) of business with ... on post exam corrective actions to ensure effectively implemented prior to closure. * Build and sustain positive working...to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal… more
