- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated professional, ... the business that will enable you to represent the firm 's capabilities in ways that are accurate and compelling....professionals and a wide range of investment products and services * Conduct initial consultations with interested advisors to… more
- BlackRock (New York, NY)
- …future for our clients. BlackRock's Americas Client Business("ACB") manages the firm 's relationships with financial services firms, financial advisors, and ... premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world.… more
- CDM Smith (Massena, NY)
- …Unit:** TSU **Job Description:** CDM Smith is an engineering and construction firm delivering legendary service , smart solutions for the environment and ... conferences, symposia, etc. to improve the visibility of the firm 's products and services in collaboration with...genetic information or any other characteristic protected by applicable law . **Why CDM Smith?:** Check out this video and… more
- BMO Financial Group (New York, NY)
- …+ Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs. + Works closely with ... BMO Capital Markets is a leading, full- service financial services provider. We offer...across businesses, senior leaders and clients to foster and support coordination. + Ensures alignment between stakeholders. + Cultivates… more
- Deloitte (Williamsville, NY)
- …visible records and contracts compliance programs and initiatives within the Deloitte US Firm . The Senior Manager works with R&C leaders to develop and execute ... and India-based team, overseeing compliance and reporting processes that support the digitization, modernization, automation, and transformation of records,… more
- Deloitte (New York, NY)
- …technologies or environmental sciences + Previous Big 4 or large CPA or law firm experience + Experience with Microsoft Office Suite, especially Excel ... this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services...the purpose of delivering results for our clients. NFTS service lines provide tax planning and compliance support… more
- Neuberger Berman (New York, NY)
- …and financial reporting for Neuberger Berman's Secondary Funds business + Support accounting and financial reporting oversight for Neuberger Berman's broader Private ... management fee calculations + Collaborate with audit and tax professionals to support year-end audit and tax reporting processes + Prepare detailed cash projections… more
- JPMorgan Chase (New York, NY)
- …risks, advises on products and services , interprets laws and regulations that impact the firm , and advises the firm on other matters. Our global team is made ... to influence policy reform, engage with key regulators, and support JPMC's compliance initiatives. You will work closely with...with a reputation as thought leaders who deliver best-in-class services . As trusted advisors, we help the firm… more
- Neuberger Berman (New York, NY)
- …CRM Administrator who will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this ... training curriculum, tools and collateral, and driving overall adoption + Provide support for channel users, investigating issues, and acting as a liaison between… more
- CDM Smith (New York, NY)
- …design needs. Attends conferences, symposia, etc. to improve the visibility of the firm 's products and services in collaboration with applicable sales staff. ... compliance with federal, state and local regulations. Ensures that firm policies and practices are followed on all designs....genetic information or any other characteristic protected by applicable law . **Why CDM Smith?:** Check out this video and… more