- Bank of America (New York, NY)
- …technical skills and interest in investment products and trends in wealth management industry. The successful candidate must be automation focused, detailed ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, New… more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment ...2. Leads support work, business development and/or product/client relationship management 3. Assists in the generation of ideas and… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... will:** + Discuss benefit strategy, program alternatives, markets, vendors and appropriate risk management solutions with clients as part of the annual HUB client … more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... to join our Employee Benefits Department. This person will provide full-service account management to clients, mostly but not limited to, with over 50 lives.… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims and loss prevention as required. + Working with Producer… more