- TD Bank (Brooklyn, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- TD Bank (Middle Village, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- TD Bank (New York, NY)
- …knowledge, innovation and experience in the following key areas of finance: * Investment and Corporate Banking * Capital Markets * Interest Rate, Currency and ... advice on strategic acquisitions and divestitures, and executing daily trading and investment needs. With our history of delivering results, we have developed… more
- Regions Bank (Great Neck, NY)
- …to ensure each supports Regions' objectives and meets or exceeds investment guidelines. Through timely and thorough underwriting, this role supports Regions ... loans to ensure each supports RAH's objectives and meets or exceeds investment guidelines. **Primary Responsibilities** + Creates and maintains financial models for… more
- TD Bank (New York, NY)
- …Associate Vice-President and Managing Director, TDS G&C, the primary role of the Senior Manager , TDS G&C is to support all TDS businesses globally in adherence to ... of the key accountabilities of the role, the Senior Manager will: + Develop and implement a TDS US...level of proficiency in Microsoft Powerpoint and Excel + Relationship builder with a proven ability to partner, build… more
- Google (New York, NY)
- …and build consensus with internal and external executives. + Serve as the Relationship Manager for our current existing agreements. Help realize and optimize ... of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, OEMs, Telecom,… more
- Truist (New York, NY)
- …on internal client management duties and business planning as specified by manager and team **Essential Duties and Responsibilities** Following is a summary of ... Additional responsibilities on internal client management duties as specified by manager and team. **Required Qualifications:** The requirements listed below are… more
- Bank of America (New York, NY)
- …product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a ... launching and oversight of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper...for the management of existing products and external fund relationship efforts will include but not be limited to:… more
- JPMorgan Chase (New York, NY)
- …expected progress and resolving impediments. As a Technology Transformation Program Manager Vice President within the Global Technology Transformation team, you will ... and tradeoffs to inform program timelines, execution models and strategic investment decisions + Develop senior level presentations and present in meetings… more
- BMO Financial Group (New York, NY)
- …limited to, fixed income, equities, electronic trading, prime brokerage, and investment banking. The broker-dealer CCO: + Improves team performance, recognizes and ... FINRA, SEC, NYSE + Knowledge of FICC, equities, prime brokerage, and investment banking services and regulatory requirements. + Serves as a specialist resource… more