- Bank of America (New York, NY)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...+ Referral Management + Relationship Building + Risk Management + Active Listening + Attention… more
- Bank of America (Melville, NY)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...+ Referral Management + Relationship Building + Risk Management + Active Listening + Attention… more
- Broadridge Financial Solutions (Edgewood, NY)
- …to C-level stakeholders. + Deep knowledge of Financial Services Industry, preferably in the wealth and asset management segments. + 15+ years in sales ... delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At… more
- S&P Global (New York, NY)
- …role in financial services + Strong understanding of markets + Prior asset management experience and/or exposure to the wealth market will be an advantage + ... as a truly global product range covering all major asset classes and indicators, as well as innovative new...research topics + answering one-off requests from clients and management + producing content for public dissemination and distribution… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... and on time. In this dynamic role, youll safeguard the firm from risk , solve complex reconciliation challenges, and work directly with leaders, clients, and industry… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... risk processes and pricing philosophy. + Strong project management skills + Problem Solving + Spanish / French...advantage + Certified Treasury Professional (CTP) designation is an asset + Strong creative solution and motivation for process… more
- S&P Global (New York, NY)
- …CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine ... inbound third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. We are seeking a highly skilled and… more
- Capco, a Wipro Company (New York, NY)
- …for top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team ... directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with… more
- HSBC (New York, NY)
- …with regional and product partners, and colleagues in other divisions (Commercial Banking, Wealth and Personal Banking, Asset Management ) to ensure delivery ... capital markets, securities services, structured finance, transaction banking and asset management + Ability to identify and...identify and execute successful opportunities + Strong understanding of risk management and risk mitigation… more
- HSBC (New York, NY)
- …with regional and product partners, and colleagues in other divisions (Commercial Banking, Wealth and Personal Banking, Asset Management ) to ensure delivery ... capital markets, securities services, structured finance, transaction banking and asset management will be demonstrated by a...will be important to have a strong understanding of risk management and risk mitigation,… more