- S&P Global (New York, NY)
- …(for internal use):** 12 **About the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist** **The Team :** This is an ... join the Risk & Valuation Services (RVS) Revenue organization, a focused and dynamic team with the opportunity to build on the last few years of significant growth… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Team :** Digital Solutions (DS) is an enterprise-shared technology service enabling people, ... Audit. + Lead efforts in defining and documenting a comprehensive Issue Management Process document/ methodology + Lead efforts to centralize control gaps/ issues… more
- Broadridge Financial Solutions (New York, NY)
- …developing your career, while helping others along the way, come join the Broadridge team . As BTCS accelerates its growth across the Americas, our Senior Director of ... Account Management will play a pivotal role in deepening relationships...reporting for your portfolio. + Guide, mentor, and coach team members and colleagues, sharing expertise across the organization.… more
- Bank of America (New York, NY)
- …action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- Bank of America (Melville, NY)
- …action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- Equitable (New York, NY)
- …Equitable Holdings is a leader in financial services, focusing on retirement, wealth management , and investment management through AllianceBernstein. We ... execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management , and asset management through AllianceBernstein. This… more
- JPMorgan Chase (New York, NY)
- …for you. By joining our Summer Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client ... This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...professional designations (CIMA, CFP, CPWA) a plus + Strong relationship and consultative management skills + Excellent… 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, ... Financial Corporation is seeking dynamic, authentic individuals to join our amazing team ! Currently, we are looking for an experienced professional to join Deposit… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion...Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team , or Credit… more