- JPMorgan Chase (New York, NY)
- Description We are looking to add a Senior Associate, Commercial Office to Wealth Management - Managed Investments. Managed Investments is responsible for the ... Capabilities** + 3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting + 3+ years of… more
- TIAA (New York, NY)
- …Business Development + Retirement Solutions, Risk and Compliance + Technology, Wealth Management **Key Roles and Duties** + **Support high-impact business ... summer program , participants engage in a structured professional development curriculum featuring: + Comprehensive training modules + Executive speaker series… more
- JPMorgan Chase (Brooklyn, NY)
- …of product development , design, and data analytics. As a Product Manager within the Wealth Management Data Programs Team, you will serve as the lead for the ... and adoption of the strategic source of record for Wealth Management Securities Reference Data-including Instrument, Pricing,...well as related technology functions. + Experience in large program management and deep domain knowledge of… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- HSBC (Buffalo, NY)
- …cloud computing. The ideal candidate must have direct and prior hands-on experience with wealth management platforms - Pershing, SEI, and Addepar - a niche and ... for secure and scalable financial platforms + Integrate with wealth management systems (Pershing, SEI, Addepar) to...is a strict requirement + Proven expertise in full-stack development using Java, Python, Go, and front-end frameworks like… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Deloitte (Williamsville, NY)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing ... specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing advice regarding… more
- TD Bank (New York, NY)
- …taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical ... + Develops Compliance enterprise-wide frameworks, policies, standards, procedures in coordination with management in line with TD's Compliance Program + Works… more
- Deloitte (Rochester, NY)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations, ... services to clients, without additional expectations related to business development or promotion. Their employment is tied to their...to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience in… more
- Wellington (New York, NY)
- …and wealth channels, with a focus on complex investment management agreements (IMAs), regulatory matters, and strategic client initiatives. The successful ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our… more