• Senior Portfolio Advisor

    Citigroup (New York, NY)
    …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO ... of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers solutions to help meet the wealth… more
    Citigroup (08/14/25)
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  • Risk and Broking Producer (P&C)

    WTW (New York, NY)
    …specialty line: ie Government Contracting, Financial Services, Construction, Healthcare, Real Estate & Hospitality, Life Sciences - commercial insurance products + ... the position allows for flexible working:** At WTW, we trust you to know your work and the people,...team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We… more
    WTW (08/09/25)
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  • Private Wealth Alternatives Marketing Director

    JPMorgan Chase (New York, NY)
    …an inclusive environment that values diverse perspectives and experiences. Build trust and foster collaboration with colleagues across different business lines, ... the value of alternatives such as private equity, real estate or hedge funds. + Expertise in delivery of...multiple locations. + The ability to develop credibility and trust through consistent delivery of quality outcomes across a… more
    JPMorgan Chase (07/21/25)
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  • Senior Wealth Management Relationship Manager…

    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
    Citigroup (06/20/25)
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  • Senior Business Banker

    Capital One (Melville, NY)
    …network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth. ... events. + Strong business development skills with the ability to build trust with prospects, clients, and professional partners. + Expertise in deposit acquisition,… more
    Capital One (08/30/25)
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  • SVP, Underwriting Manager

    Banc of California (New York, NY)
    …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... and train staff. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
    Banc of California (08/30/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Rochester, NY)
    …+ Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
    JPMorgan Chase (08/28/25)
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  • EDO Business Unit Manager - Wealth Data - SVP

    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 ... to ensure quality, efficiency and accuracy + Ensure headcount is accurate, real estate is inventoried and planned, and onboarding and termination of resources are… more
    Citigroup (08/27/25)
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  • Grants Manager and Writer | Development

    Rockefeller University (New York, NY)
    …of Trustees and volunteer groups, including The Rockefeller University Council, the Committee on Trust and Estate Plans, and the Women and Science and Parents ... and Science Initiatives, the Development Office oversees all private fund-raising at the University, including annual, capital, and endowment campaigns. Overview The Grants Manager and Writer will play a vital role in the solicitation and stewardship of… more
    Rockefeller University (08/27/25)
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  • Manager, Branch Office - Merchant Marine Academy

    Navy Federal Credit Union (Kings Point, NY)
    …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Lead cash operations and branch ... self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Increase productivity of branch office by implementing relevant employee training,… more
    Navy Federal Credit Union (08/26/25)
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