- Citigroup (New York, NY)
- … at Work and Citigold.** + Responsible for consolidation of Total Lending products across Wealth business for senior management reviews. + Manage NII/NIR P&L ... provide a summary of financial trends and insight to senior management + Lead analysis of forecasts,...and credit, corporate and investment banking, securities brokerage and wealth management . The Balance Sheet FP&A team… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... Description:** At Bank of America, we are guided by a common...responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational… more
- TD Bank (New York, NY)
- …functional or operations improvements + Serves as a source of expert advice to senior management in field of specialty + Advises on execution strategy and ... **Job Description:** **Why Work with Us?** At TD Bank US Compliance, we're on a mission to build...aspects of Compliance laws + Works with executive team, senior business unit management /partners to develop proactive… more
- Bank of America (Melville, NY)
- …throughout the bank , including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Senior Relationship Manager Business Banking- Long Island, NY...Long Island, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common...Credit, Treasury Management , and Merchant Services in order to design and… more
- City National Bank (New York, NY)
- …, Research, Product Managers, Compliance and other areas of CNB's Private Banking and Wealth Management . Work closely with key stakeholders to review and improve ... *INVESTMENT RISK SENIOR ANALYST* WHAT IS THE OPPORTUNITY? The Investment...portfolios. * Extract and interpret data from multiple portfolio management systems to create reports on portfolio performance, risk… more
- Tompkins Community Bank (Mount Kisco, NY)
- …investment strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible for managing investment ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in the formulation of investment policy as a… more
- Bank of America (Melville, NY)
- …This job is responsible for leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in the ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- City National Bank (New York, NY)
- …Community Reinvestment Act (CRA) and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as ... Trust Administration as well as external clients (Beneficiaries, CPAs, Attorneys, Banker , Financial Advisor, Portfolio Manager, etc.) to ensure all closing… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions...specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and… more
- Bank of America (New York, NY)
- …Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment ... Portfolio Analyst New York, New York **Job Description:** At Bank of America, we are guided by a common...Business Acumen + Collaboration + Market Analysis + Portfolio Management + Networking + Wealth Planning **Shift:**… more