- 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
- Citigroup (Getzville, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... MS-Excel and data analytics (Tableau / Power BI). + Experience with data management tools and applications, including process mapping and lineage toolsets (Ex: SQL,… 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, ... capital allocations, capital calls, distributions, carried interest calculations and management fee calculations + Coordination with auditors and/or third-party fund… 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: 5-7 years of relevant experience… more
- Cherry Bekaert (Albany, NY)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We're a fast-paced and dynamic… 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 ... a full range of investment banking, credit and risk management products and services relevant to the financing and...bonds and leveraged loans. Role will also include relationship management and cross collaboration such as: + Coordinating with… more
- JPMorgan Chase (New York, NY)
- …& Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management , Product & Technology, HR, and Operations. **Job responsibilities** ... in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry. Your responsibilities will encompass… more