- M&T Bank (New York, NY)
- …trust, fund administration, and securities services) and wealth management (including private banking , investment advisory, and trust services). Ensure legal ... regulatory bodies. The successful candidate will be a key advisor to senior leadership and will play a critical...Prudent Investor Act + 12 CFR 9 and other banking regulations + Collaborate with Wilmington Trust business leaders… more
- Mizuho Corporate Bank (New York, NY)
- …client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC Onboarding is ... manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites, along with necessary...Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and… more
- Citigroup (New York, NY)
- …of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth Businesses + Develop the ... who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play… more
- City of New York (New York, NY)
- …coordination of activities among these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters related to APS Support ... Services training units, New York State OCFS, Brookdale Center on Aging, various private and government agencies, and monitors new developments which may affect APS'… more
- JPMorgan Chase (New York, NY)
- …dynamic Business Management team, where innovation meets strategy. As a trusted advisor , you'll play a pivotal role in expanding our business supporting fast-growing ... skills** + Experience working with or supporting venture capital, private equity, tech startups, or healthcare and life sciences...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- First Horizon Bank (New York, NY)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer...brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one… more
- JPMorgan Chase (New York, NY)
- …strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and ... relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- NYSERDA (Albany, NY)
- …and more, to develop, invest, and foster conditions that: + Attract the private sector capital investment needed to expand New York's clean energy economy. + ... + Provide executive-level updates and advisement. Serve as an advisor to the President and CEO and other NYSERDA...field of study with 15 years of experience in public/ private organizations conducting financial management, including at least 7… more
- Citigroup (New York, NY)
- …managed investments, portfolio management, trust and estate planning, investment finance and banking . By building on the strengths and capabilities across Citi, we ... are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi...processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify… more
- Capital One (Albany, NY)
- …a part of a community of technical experts working to define the future of banking in the cloud. The Senior Distinguished Engineer will operate end to end to enable ... through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains,...teams, come join us in our mission to change banking for good. **You are:** + A Technical Leader:… more
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