- Charles Schwab (Albany, NY)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **In addition to a base salary, this role is also eligible for bonus or incentive… more
- Banfield Pet Hospital (Commack, NY)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- VCA Animal Hospitals (Bedford Hills, NY)
- …education tuition support and scholarships** + $750 continuing education funds for credentialed associates + Veterinary Technician **license reimbursement** + ... us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard… more
- Buffalo Public Schools (Buffalo, NY)
- …are addressed in a manner that promotes student responsibility and mutual respect; + demonstrate continuous improvement of professional knowledge and skills; ... implement and monitor approved school budget expenditures including student activity funds , grants and general accounts; + monitor building maintenance and… more
- Bank of America (Yorktown Heights, NY)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * ... Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as… more
- Deloitte (New York, NY)
- …to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies + Ability to develop ... AML/OFAC compliance policies and procedures and review other relevant policy and procedure manuals as appropriate + Ability to provide advice regarding applicable AML/OFAC regulations and requirements to the business across the three lines of defense on… more
- Bank of America (Lynbrook, NY)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * ... Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's sophisticated portfolio construction and risk capabilities to… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. Overview: The Index & Data Solutions team (IDS) is responsible for the index and data strategy for the firm and the management of the commercial relationships with each provider. We are looking for a motivated, upbeat and… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. **Who We Are** We specialize in crafting sophisticated risk and valuation models that span a diverse range of products, including interest rates, FX, inflation, equity, and credit. Our mission goes beyond traditional… more