- Principal Financial Group (New York, NY)
- …be responsible for overseeing a transfer agency oversight program for various investment products, including mutual funds, CITs, interval funds, and 529 plans! This ... with transfer agent service providers and internal teams such as Compliance, Trust Company, Distribution, and Intermediary Oversight. + Serve as a leader for… more
- Bloomberg (New York, NY)
- …and government agencies. Our goal is to offer the most scalable asset & investment management technology in the market -one that allows Bloomberg clients to grow ... to quickly expand into new asset classes, markets, or investment styles without disruption. **What's the role?** We are...to define product design and detailed specifications. **We will trust you to:** + Define, align and lead the… more
- Citigroup (New York, NY)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- LinkedIn (New York, NY)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...to ensure LinkedIn Customers achieve a significant return on investment (ROI) and drive business success with their LinkedIn… more
- Bloomberg (New York, NY)
- …rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ... to quickly expand into new asset classes, markets or investment styles on a fully hosted platform, without disruption....with some travel required to provide on-site support. WE'LL TRUST YOU TO: + Provide detailed project plans and… more
- JPMorgan Chase (New York, NY)
- …to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Citigroup (New York, NY)
- …economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive ... the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are… more
- Edward Jones (Cheektowaga, NY)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... We're proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/ Trust Officers by preparing correspondence; review daily cash reports for… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more