- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …our patients, employees, and communities. We are currently hiring for the ** Senior Director, Finance, Business Development** position. In this role, you will ... collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development initiatives. You will drive all… 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 ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- HSBC (New York, NY)
- …and asset management + Provide advisory services to product specialists, Investment Counsellors, Financial Consultants and others to ensure clear understanding of ... globally + To exercise risk steward challenge, act as independent trusted advisor in governance forums, issue management, fostering a compliance culture and… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... corporate credits; manage the credit cost, and work together with restructuring advisor assisting in the restructuring efforts. Incumbent is also responsible for… more
- SMBC (New York, NY)
- …to identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... advisory role supporting assigned business units including two registered investment managers. The role will also be responsible for managing and maintaining… more
- Citigroup (Queens, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to forecast team revenue and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
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