- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- Guardian Life (New York, NY)
- …regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment adviser ... Analyst III, Park Avenue Securities (PAS), and Park Avenue Investment Advisory (PAA), works as part of the Compliance...department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare… more
- Citigroup (New York, NY)
- …clients achieve broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop tailored solutions that address ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...clients' unique investment , risk management , and financing/ liquidity needs.… more
- Broadridge Financial Solutions (New York, NY)
- …clients. Desired Qualifications + 3 - 5 years work experience in product management , portfolio accounting, or investment fund accounting. + Experience with hedge ... analyzing proposed product requirements and product development programs; preparing return-on- investment analyses; establishing time schedules with development and service… more
- Neuberger Berman (New York, NY)
- …independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). **SMA Trading Associate** The… more
- Neuberger Berman (New York, NY)
- …Group LLC: **_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual ... strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Automation Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry ... hands-on expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test… more
- TD Bank (New York, NY)
- …Retail including TD Bank, America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade . Wholesale Banking including ... Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance ....risk calculation . Sales technology . Trade capture and management services Position Overview Description As part of the… more
- TD Bank (New York, NY)
- …Retail** including TD Bank, America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade + **Wholesale Banking** ... lines: + **Canadian Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S.… more