- Citigroup (Smithtown, NY)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and… more
- KeyBank (New York, NY)
- …Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other ... beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to...contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client… more
- TD Bank (Brooklyn, NY)
- …financial goals, investment and insurance strategies and products, and wealth management . You must also possess strong interpersonal skills in order to develop a ... need to be able to attract and retain clients by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their… more
- Bank of America (New York, NY)
- …in an investigative support role **Skills:** + Critical Thinking + Fraud Management + Regulatory Compliance + Written Communications + Investigation ... operational or compliance risks and partners Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations + Performs quality… more
- Insight Global (New York, NY)
- …* Familiarity with investment firm operations (trading, settlements, compliance , risk management ) strongly preferred. * Excellent problem-solving and ... reporting, dashboarding, and tracking requests. The ideal candidate has experience in investment firms or financial services, where precision, compliance , and… more
- TD Bank (New York, NY)
- …their ideas. **JOB REQUIREMENTS** + Understanding of Wholesale banking business. + Strong compliance and/ or risk management background. + Proven ability to ... is a first line of defense team responsible for providing risk and compliance advice and oversight to ensure our TDS business partners have adequately considered,… more
- City National Bank (New York, NY)
- …strategies and sales promotion objectives of City National Rochdale, the Wealth Management division of City National Bank. Partners with Rochdale management , ... and/or edits contributor content for firm publications. * Edit and write investment insights. * Update and edit proposals and presentations using marketing resource… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …basis Assist Development Department in preparing grant reimbursement requests Cash management and investment records; Manage bank-compensating balances to ... diverse business model that generates revenue from ticket sales, an investment portfolio, government grants, private contributions, and retail sales. The… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... recurrence + Collaborate with internal teams, including Marketing, Legal & Compliance , Operations, and Technology, to define, draft, and distribute external client… more
- JPMorgan Chase (Brooklyn, NY)
- …("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses ... accounting database + Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and… more
Recent Jobs
-
Electrical Engineer
- Actalent (Janesville, WI)
-
Telecommunications Equipment Operator | North Carolina Statewide Travel (CDL A Required)
- The Davey Tree Expert Company (Charlotte, NC)
-
Senior Manager of Specialist Solutions Consulting
- Pegasystems (Cleveland, OH)
-
Nurse Practitioner/Physician Assistant (A), Pediatric Endocrine
- Corewell Health (Royal Oak, MI)