- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Team ** : S&P Global Ratings is seeking an experienced analyst to join its Structured Finance Ratings ... quantitative and qualitative analytical skills, client-facing interactions, and project management . Daily tasks include completing the end-to-end ratings process,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …+ Serve as a mentor, escalation point, and role model for Relationship Administrators, directly managing and developing a team . Required Qualifications ... helping others along the way, come join the Broadridge team . We are seeking a Manager, Client Services to...to deliver actionable feedback. + Work side-by-side with Account Management teams to identify and pursue new business opportunities.… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... Family of Companies is seeking dynamic, authentic individuals to join our amazing team ! Currently, we are looking for an experienced professional to join Finance … more
- Wells Fargo (New York, NY)
- …with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management , and others. The Vice President will: + Demonstrate ... financial needs, with consideration and respect for their total relationship with Wells Fargo. **In this role, you will:**...- Internet. + Ability to work effectively in a team environment and across all organizational levels, where flexibility,… more
- Citigroup (Uniondale, NY)
- …Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, ... basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops… more
- Monroe Tractor (Henrietta, NY)
- …meetings and other related efforts. + Maintain a positive and professional working relationship with peers, management , and support resources, with a constant ... will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge, technical...industry. Be recognized as a solutions provider and a wealth of expertise for our customers. + Create opportunities… more
- RGP (New York, NY)
- …needs into data-driven solutions. + Drive business development efforts, including client relationship management and revenue generation. + Mentor and develop ... 2-3 areas within financial services, such as capital markets, wealth management , or insurance. + Advanced proficiency...develop the skills, competencies, and qualities that set our team apart. As a next-generation human capital firm, we… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected… more
- Wells Fargo (Syracuse, NY)
- …role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and… more
- JPMorgan Chase (New York, NY)
- …Sports & Entertainment tickets for Affluent Events including Chase Private Client Chase Wealth Management , JPM Private Client & JPM Financial Centers. Work ... The Affluent Events Team supports the execution of Chase Private Client,...enhance and contribute to investment opportunities for the business relationship manager and firm. **Job responsibilities:** + Interact with… more