- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of ... City National Rochdale, the company's Wealth Management group, you will provide white-glove...presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… 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 ... the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic...of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group. +… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...payments risk dynamics and the value of compliance risk management . Proven track record of operating independently and… more
- Carrington (Albany, NY)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... will be part of the Learning & Leader Development management team, this role is responsible for developing and...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Risk Specialist is responsible for providing oversight, consulting and risk management assessment/support, and reporting functions relative to Comerica's Lines of… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management has a new opening for an Associate Business Manager in the Global Fixed Income, Currency and Commodities (GFICC) group in New ... GFICC and will report to the GFICC US Business Management lead. The candidate will possess a passion for...within the GFICC group, you will be a trusted advisor to Business/Group Heads, assisting in identifying, escalating, and… more
- Wells Fargo (New York, NY)
- The Head of Investment Products leads the strategy, development, and management of Wealth & Investment Management 's (WIM) investment product offerings ... research and competitive analysis to identify product opportunities. + **Product Management ** + Oversee the lifecycle of all investment products, ensuring… more
- Anywhere Real Estate (Buffalo, NY)
- …Specialist will play a vital role in the planning, execution, and management of integrated marketing campaigns across all channels. This includes managing campaign ... collaborative environment. Success in this role requires strong project management skills, clear and proactive communication, and a high...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more