- Wells Fargo (New York, NY)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- HUB International (New York, NY)
- …experience as a senior SEC regulatory compliance professional for either a large financial services firm + Experience leading a team and preferably, leading ... **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and… more
- City National Bank (New York, NY)
- * TEAM LEAD ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and ... relationships within the Bank. Creates and maintains effective relationships with Division team , ensuring that lines of communication remain open and clients are… more
- Citigroup (New York, NY)
- …LFO is also a strategic advisor to the Private Bank business team . **Responsibilities** + Responsible for all financial management aspects of global Private ... a key member of the Private Bank business management team and supports the development and implementation of strategic...Knowledge and experience serving as a key strategic / financial advisor and partner to executive level… more
- Amazon (New York, NY)
- Description Equal parts advisor and operating partner, Amazon's team of Business Coaches assist and guide our Delivery Service Partner (DSP) business owners as ... You will provide support for owners by removing obstacles and improving financial , operational, and safety outcomes across the network. You'll also collaborate with… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- TD Bank (New York, NY)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... in 100 countries, we hold leadership positions across various lines of business. Our team of dedicated employees strives to do the right thing for our clients and… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- KeyBank (Tarrytown, NY)
- …Prepares and delivers client presentations, individually and as part of a team , presenting appropriate financial solutions via consultative review and proactive, ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more