- NBT Bank (Norwich, NY)
- …$22.20 - $29.58 Acts as primary back-up to the Wealth Management Trust Operations Manager ensuring Trust Support Services functions at optimal efficiency to ... securities movement and control unique to the trust and brokerage industry . + Detail oriented with strong...Serve as primary back-up to the Wealth Management Trust Operations Manager including reconciling monthly recurring Trust… more
- TD Bank (New York, NY)
- …role uses change leadership capabilities, demonstrated product management acumen and wealth industry experience that is specific to the US market. **Depth & Scope:** ... provides thought-leadership to ensure the Wealth Management US offering remains industry -leading + Keeps abreast of emerging issues, trends and evolving regulatory… more
- Capital One (New York, NY)
- …the candidate will focus on operational and compliance audits, including operations of investment (securities and transactions). Responsibilities: + Lead small ... years of experience in banking, in the financial services industry , in a professional services firm serving clients in...one or more areas of compliance, such as consumer, brokerage , wealth management, or trust + 1+ years of… more
- Anywhere Real Estate (Rochester, NY)
- …Remote **Department:** Procurement / Finance **Reports To:** Finance Data Governance Manager or Director **Job Type:** Full-Time **Experience Level:** Early to ... Management, or a related field. + 2-5 years of experience in finance operations , procurement, or data management. + Familiarity with ERP systems (eg, Oracle) and… more
- Citigroup (New York, NY)
- …complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects ... OSJ files, etc + Review and approval of new brokerage and managed accounts + Review and dispositioning of...with ad-hoc projects and/or workflow testing as assigned by Manager + Assist with coaching and training Registered Representatives… more
- Anywhere Real Estate (New York, NY)
- …supporting the Managing Director, Marketing Project Director, and Senior Project Manager . The position interfaces regularly with top-producing sales teams, developer ... marketing budgets to ensure smooth and timely execution. + Coordinate sales operations materials, listings setup, project websites, and general asset management. +… more
- AIG (New York, NY)
- …technical underwriting and marketing support on other projects + Assisting regional manager and product leaders in developing existing and establishing new broker ... of colleagues and clients + Financial acumen, appetite for learning about the industry , negotiating skills and a focus on writing profitable business + 3+ years… more