- Principal Financial Group (Albany, NY)
- …core conferencing infrastructure (audio/video/co-browsing) and integrate with CRM and planning systems . + Guide UI development for seamless client- advisor ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...Partner with Technology to design and deploy cutting-edge technology systems to optimize operational efficiency and support sales initiatives.… more
- 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
- Deloitte (Jericho, NY)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...art technology, and be connected to a strong support system from firm leadership to ensure you are set… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- BlackRock (New York, NY)
- …platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems , and deepen ... their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated...SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the… more
- MTA (New York, NY)
- …fleet and more subway and commuter rail cars than all other US transit systems combined. MTA strives to provide a safe and reliable commute, excellent customer ... Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… more
- TD Bank (New York, NY)
- …in conflicts management, with a proven track record of building scalable systems and leading large-scale change initiatives in complex, regulated environments. **Key ... interest across TDS Securities with a primary focus on Corporate and Investment Banking, Capital Markets, Commercial Banking, Mergers and Acquisitions, and other… more
- TD Bank (New York, NY)
- …in conflicts management, with a track record of working on conflicts systems and working on large-scale change initiatives in a complex, regulated environment. ... interest across TDS Securities with a primary focus on Corporate and Investment Banking, Capital Markets, Commercial Banking, Mergers and Acquisitions, and other… more