- Bank of America (New York, NY)
- …views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. + Service ... clients' bespoke project needs with varying degrees of complexity in a timely manner. + Seek out new, value-added, and/or unusual sources of information. + Develop and maintain databases, indicators, and financial models integral to our research product. +… more
- Bank of America (New York, NY)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... emerging risks, and reports its findings to various stakeholders, including executive management , the Board of Directors or committee thereof, external auditors and… more
- NTT America, Inc. (NY)
- …expertise across all Banking and Financial Services segments - Banking, Capital Markets, Wealth and Asset Management , Lending, Payments and Fintechs the Industry ... has accountability for C Suite engagement, a keen focus on P&L management , strategic account growth, service delivery excellence, and long-term client success. This… more
- Berkshire Bank (Albany, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... branch audit process. 20% + Provides input for staff performance management . May recommend salary adjustments and transfers. Resolves routine personnel problems… more
- Wellington (New York, NY)
- …and differentiated marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio ... capabilities Qualifications Specific qualifications include: + 10+ of marketing or product management experience within the US intermediary and wealth channel,… more
- Wells Fargo (Commack, NY)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, procedures, and… more
- JPMorgan Chase (New York, NY)
- …background. + Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking ... Skills + Minimum of 5 years of strategy experience from a premier management consulting firms and/or another internal strategy group. + Outstanding ability to… more
- JPMorgan Chase (New York, NY)
- …background. + Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking ... Skills + Minimum of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group. + Outstanding ability to… more
- Citigroup (New York, NY)
- …all inherent AML compliance risks and help mitigate them across Retail, Cards and Wealth SMEs. Organize the management of exception reporting and remediation of ... process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process...Bank businesses. Provide updates to all levels of senior management on issues and remediation plans related to the… more
- Berkshire Bank (Queensbury, NY)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Bank through face to-face communication and telephone etiquette. Lead through lobby management , ensure prompt welcomes of assistance to clients, and genuinely thank… more