• Financial Advisor Senior

    City National Bank (New York, NY)
    *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
    City National Bank (08/07/25)
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  • Client Onboarding - Investment…

    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
    Mizuho Corporate Bank (08/20/25)
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  • US Advisor Attorney-Vice President,…

    JPMorgan Chase (New York, NY)
    Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in ... in the United States, offering a full array of investment products. Be part of a team that values...and successfully complete a conflicts of interest clearance review prior to commencement of employment. JPMorganChase, one of the… more
    JPMorgan Chase (07/06/25)
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  • CSI Investment Assistant II

    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
    Citizens (08/16/25)
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  • Private Client Financial Advisor - Upper…

    Citizens (New York, 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
    Citizens (08/18/25)
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  • Investment Banking Vice President, Consumer…

    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 Vice President, Consumer & Retail -...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the… more
    Santander US (07/16/25)
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  • Private Equity and Real Estate Research Analyst…

    Citigroup (New York, NY)
    …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... 8-10 years relevant experience in real estate, private equity, or investment management. + Prior experience investing in private equity or real estate … more
    Citigroup (08/15/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    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. The Client Associate enhances the client experience… more
    Neuberger Berman (07/18/25)
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  • International Client Relationship Manager

    Bank of America (New York, NY)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/14/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (Pittsford, NY)
    …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more
    JPMorgan Chase (08/01/25)
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