• Credit Officer Lead Corporate Banking

    City National Bank (New York, NY)
    …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
    City National Bank (06/24/25)
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  • Investment Banking Vice President I…

    Raymond James Financial, Inc. (New York, NY)
    …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...act as an authority to quickly and effectively establish trust within the buying centers in the client's organization.… more
    Raymond James Financial, Inc. (07/09/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and lending opportunities. This ... in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning + Ability… more
    Citigroup (05/17/25)
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  • Principal Product Manager

    NBC Universal (New York, NY)
    …driving teams to deliver, influencing leadership and you believe building rapport and earning trust is an important investment in success. + You enjoy thinking ... big and crafting visions but have the technical know-how to talk architecture and to creatively solve delivery challenges on execution of the vision + You have relentlessly high standards, deep operational knowledge, and expertise in every aspect of digital… more
    NBC Universal (07/29/25)
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  • Manager, Video Investment

    Publicis Groupe (New York, NY)
    …sociology, psychology, and other liberal arts disciplines. **Overview** The Manager, Investment is the primary liaison between the Client/Strategy group and Local ... strong relationship with client and lead planning team + Encourage client trust and respect by merchandising Local Broadcast efforts/achievements on a regular basis… more
    Publicis Groupe (07/31/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (New York, NY)
    …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
    JPMorgan Chase (07/25/25)
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  • Client Service Associate Senior - Registered…

    City National Bank (New York, NY)
    …and administrative support. WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client ... * Bachelor's Degree or equivalent * Minimum of 5 years of experience in investment and securities market. * Minimum of 5 years of direct client services experience… more
    City National Bank (07/19/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
    Truist (05/31/25)
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  • Trust Advisor I - Special Needs Solutions

    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 ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
    Comerica (07/10/25)
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  • WMG Retirement Plan Advisor

    Chemung Canal Trust Company (Elmira, NY)
    …implementing start-up plans. + Coordinates and presents client annual plan and investment review meetings. + Works with clients to develop and deliver participant ... to ensure continued compliance with applicable government regulations. + Works with Investment Officers and Retirement Plan Managers to maintain and monitor plan … more
    Chemung Canal Trust Company (07/16/25)
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