- S&P Global (New York, NY)
- …, 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
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified… more
- 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...Strong desire to learn and grow, enrollment in CFA, CFP , or similar program strongly desired, but not required… more
- Equitable (Melville, NY)
- …carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for ... they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your… more
- Bank of America (New York, NY)
- …of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client ... inflows of new business across all product lines (ie, Credit, Assets Under Management , Deposit) into existing book of business + Leads complex credit opportunities,… more