- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our commitment to diversity includes a workforce that ... most effectively and efficiently manage Citi's regulatory reporting and exam management responsibilities and controls obligations. **Position Overview** The CRA Data… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... banking experience incl. global cash management , liquidity management , trade & working capital solutions , and..., liquidity management , trade & working capital solutions , and / or corporate banking or global banking… more
- JPMorgan Chase (New York, NY)
- …base, including asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, corporations, and hedge funds. You will collaborate closely with ... sales trading and quantitative research teams to deliver comprehensive client solutions and drive innovation in trading strategies. **Job responsibilities:** +… more
- Truist (New York, NY)
- …Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue and ... proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and… more
- Robert Half Finance & Accounting (Albany, NY)
- Description A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: ... recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various… more
- Capco, a Wipro Company (New York, NY)
- …consulting engagements, working directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and ... is dynamic and dedicated to evaluating, strategizing, and implementing risk-aware solutions for top-tier organizations in the Financial Services sector. We tailor… more
- HUB International (Cedarhurst, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... 750 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... 750 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a… more