- JPMorgan Chase (New York, NY)
- …* Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services . * Make recommendations ... & Estates Practice is an integral part of the services we offer to clients. With over 170 years...business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. Market and Security Services (MSS) Audit Team is part of the CIB Audit team, andfocuses on traded ... liquidity and funding management, and derivative products, custody, clearing and investment research), processes and controls across lines of business (asset… more
- NBT Bank (Williamsville, NY)
- …$58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: +… more
- Bloomberg (New York, NY)
- RISK Implementation Specialist, Enterprise Service , Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044995 ... the information and tools they need to make critical investment decisions and remain connected across all sides of...employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we… more
- JPMorgan Chase (New York, NY)
- …then this role is for you. As an Executive Director within the Global Banking Deal Services team at JP Morgan in New York, you will lead a team that collaborates ... the team's strategic agenda. + Partner with the business to enhance services , systems, and procedures, planning for long-term growth. + Manage the implementation… more
- JPMorgan Chase (Brooklyn, NY)
- …talent by building and maintaining personal network of contacts + High degree of investment services and product acumen and keen interest in the financial ... TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC… more
- Binghamton University (Binghamton, NY)
- …including the Gift and Donor Records Team; Information Technology Team; Accounting Services Team; and Constituent Relations Manager. The AVP will participate in ... for donor advised funds in accordance with policies established by the Board Investment Committee; + make recommendations on the annual spending rate to the… more
- JPMorgan Chase (New York, NY)
- **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners ... Undergraduate degree required. + Preferred experience in fiduciary and investment operations, accounting, paralegal work, grant administration, or nonprofit… more
- US Bank (New York, NY)
- …research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's ... including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of...funding + Extensive knowledge of the securities industry, including investment and insurance products and services +… more
- JPMorgan Chase (New York, NY)
- **Job Description** We are seeking a dynamic and motivated **Family Wealth Services Analyst** to join our Family Wealth Services team at JPMorgan Advisors. ... in areas such as family dynamics and governance, philanthropy, lifestyle, and family office services . The **Family Wealth Services Analyst** will play a key role… more