• Annuity Business Development Specialist

    Citigroup (New York, NY)
    …in the growth of Annuity business with outgoing calls to Advisors and other sales development initiatives. + Collaborate with Wealth Planning team on positioning ... The Annuity Business Development Specialist is a strategic professional who stays abreast...the Annuity Distribution Manager, who works under the Field Management organization. This position will work closely with Advisors… more
    Citigroup (05/31/25)
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  • Investment Specialist Sr. Lead

    Citigroup (New York, NY)
    …experience working with Investment products + Prior Private Banking or asset management sales experience + Background in discretionary investment offering ... Job Description The Investment Specialist Sr. Lead is a strategic professional who...preferred + Sales and relationship management skills including a… more
    Citigroup (06/03/25)
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  • Investment Specialist , Executive Director

    JPMorgan Chase (New York, NY)
    …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... your career to the next level. As an Investment Specialist in the International Private Bank, you are responsible...sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
    JPMorgan Chase (06/08/25)
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  • Integration Specialist

    Tradeweb (New York, NY)
    …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** Tradeweb is seeking an Integration Specialist to join our Market Support department. This role… more
    Tradeweb (05/09/25)
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  • Product Specialist - Financial Risk…

    S&P Global (New York, NY)
    …of S&P Global Market Intelligence **Responsibilities and Impact** **:** As a Product Specialist in Financial Risk Analytics (FRA), you will function as a subject ... matter expert and play a pivotal role during the sales process. You will support the FRA commercial team...acting as a bridge between the commercial and product management teams. The FRA suite offers comprehensive solutions that… more
    S&P Global (05/26/25)
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  • Wirtgen Product Specialist

    Monroe Tractor (Henrietta, NY)
    …Connecticut, Rhode Island and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding ... We are seeking a knowledgeable and driven Wirtgen Product Specialist to serve as the subject matter expert for...you will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge,… more
    Monroe Tractor (05/15/25)
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  • Residential Real Estate Specialist

    Bank of America (New York, NY)
    …of 10 years experience in sales /underwriting within the residential real estate wealth management business. He/she is the market expert in his/her geographic ... Residential Real Estate Specialist New York, New York;Miami, Florida; Stamford, Connecticut;...* Highly organized and detail oriented * Strong relationship management skills; proactively building and maintaining relationships across a… more
    Bank of America (06/05/25)
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  • Liquidity Investment Specialist

    HSBC (New York, NY)
    …any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ... planet we all share. As part of the investment management arm of HSBC Group, this role will be...plans within the Americas region. As our Liquidity Investment Specialist you will: + Partner with the money market… more
    HSBC (06/09/25)
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  • Advisor Transitions Specialist

    Guardian Life (New York, NY)
    …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... **Overview** Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of...external partners, including financial professionals, general agents, and senior management + Excellent with time management and… more
    Guardian Life (06/11/25)
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  • Sr. Specialist , Program Finance…

    L3Harris (Rochester, NY)
    …sea and cyber domains in the interest of national security. Job Title: Sr. Specialist , Program Finance Job Code: 23332 Job Location: Rochester, NY Job Schedule: 9/80 ... to customer contracts. The ideal candidate will possess a wealth of knowledge and experience pertaining to Earned Value... of knowledge and experience pertaining to Earned Value Management (EVM) principles and execution of US DoD contracts.… more
    L3Harris (04/23/25)
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