- KeyBank (Tarrytown, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- Deloitte (Rochester, NY)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations, ... pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience in Transactions Monitoring, Reviewing and… more
- S&P Global (New York, NY)
- …CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine ... third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. We are seeking a highly...learning, Wealth , or DeFi preferred. + Proficiency in data analysis… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central ... This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging… 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 ... expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test cases as… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …you'll play a key role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City - Hybrid role (at ... design and development. * Proven experience working on projects within the Wealth Management domain, with a strong understanding of industry-specific… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product… more