- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **Impact & Responsibilities:** As a Senior Revenue Performance Partner for the Divisional Account Management organization, you ... **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (New York, NY)
- …consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Principal Financial Group (Albany, NY)
- …scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional ... **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… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...to include: + The expectation of acting autonomously when senior Specialists are unavailable + Partner with advisors to… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives,...of delivering financial results + Developing multi-year financial plans in partnership with Wealth Private… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...field, with a strong analytical background. + Experience in financial services across consumer and business banking, wealth… more
- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. ... Provide analytical and financial support and expertise through technological tools and software.... support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member… more