- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . We enable clients to achieve their strategic ... such as -payments control services, global reconciliations, reg. reporting, liquidity management , and strategic general ledger. We are seeking a visionary leader… more
- HUB International (Melville, NY)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 2-5 years of relevant experience… more
- Coinbase (Albany, NY)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi enables clients to achieve their strategic ... around 200,000 transactions daily and provides real time position , risk management capabilities. It has connectivity to 60+ electronic trading venues and 20+… more
- Santander US (New York, NY)
- …+ Partner closely with internal global teams across sales, banking, capital markets, and wealth management to help educate, develop, and advise clients on the ... + Prepare presentations for internal Santander business partners and senior management covering private credit market trends and summarizing current positions and… more
- HUB International (New York, NY)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 7-10 years of relevant experience… more
- City National Bank (New York, NY)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will… more
- Benco Dental (Rochester, NY)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... + Ability to independently stay focused and motivated + Exceptional time management , organizational, and customer service skills + Proficient computer skills Do… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... including Global Loan Syndications, Derivatives, and/or Foreign Exchange, Cash Management , Trade Finance, Equity Capital Markets and Debt Capital Markets,… more
- Guardian Life (New York, NY)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... external partners, including financial professionals, general agents, and senior management + Excellent with time management and...and senior management + Excellent with time management and have strong organizational skills + Interested in… more