- KeyBank (Rochester, NY)
- …consistent and comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary ... net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc)… more
- City of New York (New York, NY)
- Job Description Job Description *Only permanent employees in the civil service title, comparable title (under 6.1.9), eligible for the 55a program, and those that ... are reachable in the civil service list are eligible to apply. * **This position...New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the… more
- Scotiabank (New York, NY)
- …of advice, products and services , including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... products in multiple jurisdictions working in collaboration with third party service providers and internal stakeholders. We are seeking an individual that… more
- Touro University (Central Islip, NY)
- …with the Law Center. This includes building and growing the level of private donor support from alumni and other individuals, law firms, corporations, etc. This ... social media fundraising and marketing. + Support and provide service to the Alumni in their efforts to support...+ Working knowledge of donor databases, preferably Raisers' Edge, Wealth Engine, Graduway, and Microsoft Office. + Ability to… more
- Scotiabank (New York, NY)
- …of advice, products and services , including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... derivative solutions to the Bank's Corporate clients. Work with legal/ tax /compliance to review non-standard trade documents, articulate exotic structures to… more