- 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...perpetuate a "high performance" environment and implement a people strategy that attracts, retains, develops, and motivates their team… more
- KeyBank (Cheektowaga, NY)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. +...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more
- JPMorgan Chase (New York, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in… more
- KeyBank (Mahopac, NY)
- …basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with ... Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client… more
- City National Bank (New York, NY)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...accepted proposal with the PM team * Attend PM strategy meetings and provide input on marketing and sales… more
- KeyBank (Pearl River, NY)
- …basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with ... in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass...year-over-year revenue. + Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. +… 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...and virtual events, as part of an integrated marketing strategy to build awareness and engagement in the US… more
- S&P Global (New York, NY)
- …financial services industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices underpin leading Exchange Traded ... (ETDs), structured products, OTC instruments, and play a crucial role in the investment landscape. **The Team:** The Product Management team oversees a diverse set… more
- KeyBank (Brewster, NY)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. +...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more
- BlackRock (New York, NY)
- …accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise ... investment -system services to a broad base of institutional investors through BlackRock Solutions(R). As of [December 31, 2024, the firm had over 20,000 employees in… more