- JPMorgan Chase (Rochester, NY)
- …+ Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions ... and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management,… more
- Citigroup (New York, NY)
- …+ Partner with multiple management teams to ensure appropriate integration of functions to meet goals as well as identify and define necessary system enhancements to ... The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to… more
- SMBC (New York, NY)
- …experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible ... for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** As part of SMBC Americas' strategy to build a commercially competitive, US regulatory-based… more
- JPMorgan Chase (Pittsford, NY)
- …+ Monitor and analyze active account and book reviews to ensure compliance and optimize client investment strategies. + Ensure team members understand their ... Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment… more
- JPMorgan Chase (New York, NY)
- …+ Synthesize data from different sources to identify meaningful trends and patterns related to product usage and performance. + Conduct comprehensive data analysis to ... assess product effectiveness, user engagement, and learning outcomes. + Ensure data accuracy and reliability to support data-informed decision-making. + Convert data to actionable insights and leverage data visualization tools to effectively present actionable… more
- Citigroup (Getzville, NY)
- …+ Execute securities transaction processing related to Securities Clearance Settlement and Derivative Operations + Formulate procedures, techniques and contribute to ... The Securities & Derivatives Manager is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to process orders and transactions originating from trading desks and branch offices… more
- Citigroup (Queens, NY)
- …: + Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth ... Management, Mortgage) + Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan + Accountable to scorecard metrics and KPI's as defined by Senior… more
- Citigroup (New York, NY)
- …Role specific: + Responsible for defining and executing Citi Payments financial crime monitoring strategies + Serve as Business Owner of the High Risk Flows Business ... Monitoring programs (AML) + Serve as Business Owner of the Business Fraud Monitoring programs + Oversee maintenance of current Payment Intermediary Product Conformance monitoring program and optimization of solution and operating model + Partner with 2nd line… more
- Parity (New York, NY)
- …+ Manage and continuously improve all aspects of the Customer Experience and service delivery operations including support tools + Drive customer retention and ... ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in… more
- Citigroup (New York, NY)
- …+ Maintain the operating rhythm with the leadership team focusing on key priorities, routines and deliverables + Partner with Data Lead and Senior Leadership team and ... **About Citi** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial… more