- NBT Bank (Vestal, NY)
- …with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education ... or equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills...Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical… more
- Neuberger Berman (New York, NY)
- …Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to ... In support of growth and innovation, the Private Wealth Investment Group seeks to hire a Due Diligence Analyst...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Neuberger Berman (New York, NY)
- …LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 ... Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this role will provide a...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Scotiabank (New York, NY)
- …Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work ... 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,… more
- City National Bank (New York, NY)
- …and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials ... by the Wealth Advisors, that may be repetitive or one- time , which support the team, the division, CNB, and...and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income… more
- Neuberger Berman (New York, NY)
- …senior team in the preparation of due diligence materials, screening and investment committee memos. Monitor and report on firm's existing investments through ... investor. Actively engage with external parties, such as industry experts, sponsors, investment bankers, as well as various internal parties to enhance due diligence… more
- Scotiabank (New York, NY)
- …Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work ... 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,… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a lawyer experienced in the Investment Company Act of 1940 to join its New York-based Legal and Compliance Team. This position will be ... US Registered Funds. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters,… more
- Santander US (Staten Island, NY)
- … investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will ... an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment...to perform other duties. You may be evaluated in part based upon your performance of the tasks listed… more
- Neuberger Berman (New York, NY)
- …Management Associate will have high visibility and will play an integral role as part of the NB Private Debt Team, working closely with the 20-person Investment ... adequate capital reserves are in place to meet all investment needs or fund liabilities + Maintain internal data...believe we would pay for this role at the time of this posting. We may ultimately pay more… more