- Tompkins Community Bank (Ithaca, NY)
- …Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service ... focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations....solving skills. + Minimum of three (3) years' of prior administrative and/or three (3) years' of prior… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...+ Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across… more
- Citigroup (Smithtown, NY)
- …of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... make a difference. As a Global Financial Crimes Legal Advisor in the Global Financial Crimes Legal team, you...essential, is experience in Anti-Corruption, AML in asset and investment management, a working knowledge of the US Sanctions… more
- HSBC (New York, NY)
- …Advisory Manager role requires an individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of data, ... share. The Advisory Team is responsible for supporting the delivery of investment advice and implementation (including tools and programs) for Private Banking… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...Commissioner will report to and serve as a senior advisor to the Deputy Commissioner for Policy & Strategy… more
- Scotiabank (New York, NY)
- …(GTB) products and services. In this role, you will serve as a trusted advisor and single point of contact for clients, building and maintaining strong relationships ... and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and...degree preferred). CFA and/or CTP considered an asset. + Prior experience working with/for PSPs or FinTechs is an… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with...matters, including relevant securities laws and the SEC's Municipal Advisor Rule, fair access and related issues. + Serve… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- Equitable (New York, NY)
- …in our New York Metro, NY office. The Producer Assistant assists the Advisor with developing and maintaining excellent relationships with the clients. They will ... complete and process account applications, investment transfers, while creating and maintaining client databases//files. A...sheets. This position will focus solely on the assigned Advisor 's clients and reports directly to the assigned … more