- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core responsibility is… more
- JPMorgan Chase (New York, NY)
- …to oversee the administration of the trust. **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax , administrative and ... families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities.… more
- Robert Half Finance & Accounting (Latham, NY)
- …An independent wealth management firm with $500+ AUM is seeking a Tax Director /Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , US Corporate Banking Origination, (Consumer, Industrial, Retail)...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , Global Capital Markets Documentation, GBM, New York,...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and transparency in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** The Director , Internal Communications is an exciting opportunity to join… more
- Touro University (Central Islip, NY)
- Overview The Director of Alumni Relations is responsible for providing strategic leadership for alumni relations, development, and the annual fund that supports the ... that incorporates research, identification and cultivation of new prospects. The Director will coordinate alumni events and webinars to increase alumni engagement.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , Structured Note Sales **Requisition ID:** 231031 **Salary...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Truist (New York, NY)
- …Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue ... proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and… more
- City of New York (New York, NY)
- …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... - Oversee analytic plans and protocols in conjunction with the Director of R&E, agency leadership, and academic partners - Author reports and journal articles;… more