- BlackRock (New York, NY)
- …- Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... client segments, drive advisor efficiency & scale through connected digital systems, and...their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated… more
- Capital One (New York, NY)
- …focus on sell-side Mergers and Acquisitions + FINRA Licenses - 63, 79, SIE **_At this time , TripleTree as part of Capital One will not sponsor a new applicant ... recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and...amount Capital One is willing to pay at the time of this posting. Salaries for part -… more
- JPMorgan Chase (New York, NY)
- …regulations to guide advisors. + Implement thorough account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews ... Join JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Saratoga, NY)
- …Route 50 - Saratoga, New York 12866 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Private Client Banker (PCB) is part of the Key Private Client Program and will...and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At… more
- City of New York (New York, NY)
- …experience required; or 2. Education and/or experience equivalent to "1", including part - time and/or volunteer experience. Additional Information The City of New ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...Commissioner will report to and serve as a senior advisor to the Deputy Commissioner for Policy & Strategy… more
- Deloitte (New York, NY)
- Full Time Tax Consultant - Mergers & Acquisitions Managing taxes is a critical part of an effective business strategy. As a tax consultant, you'll join our team ... building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will collaborate...the "go-to" tax professional. You will collaborate daily as part of high-performing teams, developing solutions to complex tax… more
- Guardian Life (Albany, NY)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...purpose, priorities, and values. Do you want to be part of a collaborative Compliance Legal Team? As a… more
- Raymond James Financial, Inc. (NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- Neuberger Berman (New York, NY)
- …Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing ... business needs. The Private Wealth CRM Admin will be part of a wider Sales Enablement team, responsible for...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
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