- Santander US (New York, NY)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... experience with underwriting CRE loan transactions. + 6+ years of financial analysis, structuring, and portfolio management experience. + Completion of… more
- Charles Schwab (Brooklyn, NY)
- …advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate ... (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience… more
- Citizens (North New Hyde Park, NY)
- …for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, ... and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state… more
- Berkshire Bank (Queensbury, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...work to appropriate departments. + Provides back up to Financial Center Manager, Assistant Financial Center Manager,… more
- City National Bank (New York, NY)
- …Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight of the movement of money ... with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to solve any problems or complex issues that might arise. *… more
- American Express (New York, NY)
- …years of experience in data security & risk management within the banking/ financial services industry including policy & procedure development, risk appetite, risk ... Ability to work in a highly collaborative environment, excellent relationship building skills and ability to influence partners with...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more
- Scotiabank (New York, NY)
- …industry trends. Work closely with the sector team to provide customized financial solutions to clients and manage client relationships. Contribute to the overall ... that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: + Coordinating with the various… more
- Lincoln Financial (Albany, NY)
- …experience in lieu of Bachelor's) + 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position + ... site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.… more
- Grant Thornton (New York, NY)
- …directly with clients to address their issues and acting as the day-to-day relationship contact + Work closely with Grant Thornton teams to promptly identify and ... in Accounting or Finance + Minimum 3+ years of work-related experience in financial management and/or consulting or experience + Experience working in financial … more
- American Express (New York, NY)
- …field team operations + Outstanding communicator with the ability to convey complex financial insights clearly to a broad range of audiences + Skilled at customer ... and partner relationship management; able to influence leadership decisions + Track...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more