- JPMorgan Chase (New York, NY)
- …+ Review next-day trades to ensure compliance with industry rules and regulations. + Provide support for trade reviews concerning registration exemptions, permissible ... At JPMorgan Chase, we empower clients, support employees, and uphold diversity and inclusion. We value innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships. As a Supervisory… more
- JPMorgan Chase (New York, NY)
- …+ Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy ... for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch,… more
- JPMorgan Chase (New York, NY)
- …Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part of the Private Bank, we offer ... clients a robust professional network to enhance their philanthropic impact. PFS facilitates nearly $400 million in annual giving, collaborating with diverse grantee partners across various program areas. **Role Overview:** The Grants Manager will oversee the… more
- Citigroup (New York, NY)
- …+ Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards + Review and approve the ... Business Monitoring Quarterly summary and serve as lead reviewer for all reviews + Collaborate with teams across the business and determine impact on overall control environment and audit approach + Manage audit activities for a component of a product line,… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling. Use data from a wide range of sources to analyze key themes and identify possible impacts… more
- JPMorgan Chase (New York, NY)
- …+ Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition + ... JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management,… more
- NBT Bank (Williamsville, NY)
- …FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to ... This job includes a base rate plus commissions. Total Potential Annual Earnings: $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and… more
- TD Bank (Flushing, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year ... with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves...Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/International-Client-Relationship-Manager\_25033861) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Broadridge Financial Solutions (Edgewood, NY)
- …with a strong focus on enhancing user experience and communications for wealth management clients. This role involves executing and improving specific product ... experienceespecially as they relate to personalized, timely, and effective wealth communications. Experience Studio is Broadridges enterprise digital communication… more