- Bank of America (New York, NY)
- …plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the ... is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing… more
- NTT America, Inc. (NY)
- …from strategic financial institutions, including top US banks, global payment providers, and wealth management firms. A significant aspect of this role is ... your revenue potential. + Drive operational processes to support knowledge management objectives, improving program services and client value, contributing… 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 ... and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- Broadridge Financial Solutions (New York, NY)
- …senior level Business Solutions team members to achieve the overall Broadridge Asset Management Solutions Sales objectives. The solution set area of focus will be ... centered around the Portfolio Master Order, Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment...Teams to act as the Subject Matter and Demo Specialist within Portfolio Master, you will need to become… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- S&P Global (New York, NY)
- …market feedback to the product strategy and development process through client interaction, dedicated market outreach, and distilling feedback from commercial ... teams for pre-and post-sales activities, working with education and product specialist teams (train the trainer, collateral); supporting and monitoring commercial… more
- Capital One (New York, NY)
- …years of experience in one or more areas of compliance, such as consumer, brokerage, wealth management , or trust + 1+ years of experience with data analytics ... work performed, including draft findings. + Establish and maintain good client and team relations during engagements. Effectively communicate information and audit… more
- Broadridge Financial Solutions (New York, NY)
- …while looking for ongoing process improvement opportunities + Support project management of department projects and activities, as needed + Remain current ... law changes as they relate to benefits, including time off and leave management + Work with outsourced vendors and Broadridge Payroll to ensure salary continuation… more
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