- JPMorgan Chase (New York, NY)
- …a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine processes, ... to drive change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch, considering market trends, customer needs,… more
- Guardian Life (New York, NY)
- …Excellent with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to ... all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams...+ Advocate for & teach colleagues, agency partners, and financial advisors + Perform comprehensive tracking and data analytics… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... proper documentation and rationale for discretionary actions, completing AML compliance training , completing all other organization required compliance training .… more
- JPMorgan Chase (New York, NY)
- …working 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 ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of... training program. For the entirety of the Advisor Training Program, you'll have ongoing formal… more
- JPMorgan Chase (New York, NY)
- Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers ... **Job summary:** As a Private Bank - Client Skills Training Designer and Facilitator - Vice President on the...management concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and… more
- Citigroup (New York, NY)
- …for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… 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 ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered… more
- S&P Global (New York, NY)
- …**The Role:** We are seeking a highly skilled and experienced Senior Director of Financial Planning & Analysis (FP&A) with a deep understanding of technology and its ... financial implications. This individual will play a critical role...approach to technology spending. + Serve as a trusted advisor to senior leadership, providing expert guidance for Technology… more
- S&P Global (New York, NY)
- …companies based in the US, Canada, and Latin America across a broad range of non- financial corporate sectors. + Act as an advisor to S&P analysts on discerning ... closely with S&P Corporates & Infrastructure analysts in discerning matters of financial -analytical significance disclosed in company public or private financial … more