- Raymond James Financial, Inc. (New York, NY)
- …Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor and the client 's professional ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...training needs and coach/ mentor more junior staff. + Partner with other functional areas to accomplish objectives. +… more
- Principal Financial Group (Albany, NY)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Capgemini (New York, NY)
- …Management** , you will lead strategic programs that shape the future of financial services. You'll manage teams, build client relationships, and ensure the ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- City National Bank (New York, NY)
- …OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position ... the overall product roadmap and will lead software development teams and partner closely with the Technology organization in jointly managing individual projects… more
- JPMorgan Chase (New York, NY)
- …+ Define and communicate roadmap, OKRs, and KPIs to stakeholders and senior management. + Partner with cross-functional teams, including Compliance, Operations, ... Capabilities, and Skills:** + Understanding of Investment Research publishing and client distribution. JPMorganChase, one of the oldest financial institutions,… more
- Wells Fargo (New York, NY)
- …sessions, client meetings, and internal discussions + Collaborating with senior bankers on engagements across sectors and geographies + Supporting the ... delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around...including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction… more
- CBRE (Albany, NY)
- …transactions on behalf of clients. What You'll Do + Prospect and build client relationships to generate new business + Advise clients on leasing availability, market ... expertise + Collaborate effectively and uphold CBRE's RISE values ** Senior Associate** About the Role As a CBRE SP...Do + Drive new business through prospecting, networking, and client expansion + Advise clients on property values, leasing… more
- SMBC (New York, NY)
- …talent, culture, and capabilities with business strategy, cost discipline, and growth. We partner across HR, Finance, and Senior Business Leaders to drive ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more