- Wells Fargo (New York, NY)
- …line of business needs, and serves our internal business customers through data advisory and data management support services . The team supports multiple ... will work collaboratively with members of various CIB business units, Finance, Risk , CIB Operations, and other teams to identify, articulate, and deliver solutions… more
- Bank of America (New York, NY)
- …once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + ... + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management +… more
- Mizuho Corporate Bank (New York, NY)
- …CTA/CPO) with approximately $ 7 b under management and $ 15 b under advisory . We are seeking an Assistant Vice President of Finance . Position Overview: The ... including the review of various tax filings + Manage service providers and problem resolution including administrator s ,...ad-hoc reporting requests + Assist with daily and periodic risk management activities across all operational risk … more
- Citigroup (New York, NY)
- …low touch cash trading needs - working closely with Sales Trading and Execution Advisory Services team to increase mindshare + Develop, implement and drive ... Touch Cash Sales Trading, Program Trading , Prime Brokerage, Advisory and Derivatives Sales in order to grow Citi's...team strategy and deliver a high level of customer service + Develop new relationships, cement current relationships and… more
- JPMorgan Chase (New York, NY)
- …Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/ Risk /Controls partners. + ... **About JP Morgan** : JP Morgan is a global leader in financial services , committed to delivering exceptional solutions and advice to meet our clients' needs… more
- JPMorgan Chase (New York, NY)
- …Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/ Risk /Controls partners. + ... **About JP Morgan:** JP Morgan is a global leader in financial services , committed to delivering exceptional solutions and advice to meet our clients' needs… more
- Bank of America (New York, NY)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...understanding of the suite of Wealth Management products and services + Proven ability to manage risk … more
- Wells Fargo (Purchase, NY)
- …of the team and the client and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the entire branch is working together ... for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic...all centers of excellence (COE) and support partners; managing risk /compliance; expense / P&L management; and exception management +… more
- Bank of America (Garden City, NY)
- … Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR solutions. ... unique needs. You will leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities +… more