- Raymond James Financial, Inc. (New York, NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... branch exam program + Building strong relationships based on mutual respect, trust , and understanding + Establishing credibility with others, presenting oneself with… more
- PSEG Long Island (Bethpage, NY)
- …and CIS. * Demonstrated experience creating and maintaining various Secure LAN/WAN, Zero- Trust technologies and tools. * In-depth knowledge of Cisco IOS, Next-Gen ... facilitation skills; demonstrated ability to developbusiness cases and sell network investment concepts and foster working relationships with key stakeholders. *… more
- Neuberger Berman (New York, NY)
- …and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... Controls and Risk Management. **Key Accountabilities** + Lead a team of Senior Control professionals supporting members of the Investments Leadership team with… more
- Scotiabank (New York, NY)
- …Markets desk, the position is responsible for providing support and secondary coverage to senior originators for US Investment Grade and High Yield Debt Capital ... Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Excellus BlueCross BlueShield (Binghamton, NY)
- …focus areas. Liaison to the regional community to increase visibility, gain trust , and foster sustainable long-term relationships, to strengthen the health plan ... communities. + Liaison to the regional community to increase visibility, gain trust , and foster sustainable long-term relationships, to strengthen the health plan… more
- Bloomberg (New York, NY)
- …and government agencies. Our goal is to offer the most scalable asset & investment management technology in the market -one that allows Bloomberg clients to grow ... to quickly expand into new asset classes, markets, or investment styles without disruption. **What's the role?** We are...without disruption. **What's the role?** We are seeking a senior individual to join the Buyside Product team focusing… more
- NBT Bank (Norwich, NY)
- …new methods and procedures to make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on ... of Fiduciary Services to provide support to the WM Trust , Retirement and Investment departments. Coordinate with WM Compliance Officer to ensure adherence… more
- LinkedIn (New York, NY)
- …with our GTM Operations and Global Leadership teams on business planning and investment forecasting. This role reports to the Senior Director, Global Strategic ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...lead a team of front-line Global Client Executives and Senior /Lead Client Solutions Managers responsible for managing key client… more
- Principal Financial Group (New York, NY)
- …be responsible for overseeing a transfer agency oversight program for various investment products, including mutual funds, CITs, interval funds, and 529 plans! This ... with transfer agent service providers and internal teams such as Compliance, Trust Company, Distribution, and Intermediary Oversight. + Serve as a leader for… more