- CIBC (New York, NY)
- …variety of sub-sectors across specialty finance, financial technology, insurance, asset and wealth management and others. Our ecosystem is fast-changing and the ... industry knowledge and deliver innovative advisory expertise and capital solutions across a wide range of sectors. Our Global...global offices. The role will provide you with a wealth of learning and an ability to observe and… more
- JPMorgan Chase (Garden City, NY)
- …experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... complex investment products + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients… more
- Bloomberg (New York, NY)
- …problem-solving skills to identify workflow efficiencies, and we implement technology solutions to enhance our systems, products, and processes. **Our Team** The ... between. Whether a fund investor, manager, or advisor, our team provides the data, solutions , and industry network to help clients take their analysis to the next… more
- Citigroup (New York, NY)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
- Truist (New York, NY)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... and participate in presentations to clients and interact with other Truist wealth teammates. Actively engaged in risk management . **Qualifications** **Required… more
- S&P Global (New York, NY)
- …teams **Additional Preferred Qualifications:** + Experience selling credit analytics, risk management solutions , pricing & valuations, or economic intelligence ... exceeding quotas + Strong background in financial services, data solutions , risk management , or related technology sectors...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …enterprise. + Ensure lineage, migrations, and transformations deliver accuracy, compliance, and trust . + Lead the **data service** team at the intersection of data, ... enterprise data quality and AI assurance, driving measurable outcomes in customer trust and delivery speed. As the **Director of Quality Engineering (Data Services… more
- Citigroup (New York, NY)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
- Citigroup (New York, NY)
- …& investment goals related to the creation, management , and transfer of wealth . + Develop tailored solutions that address clients' unique investment, risk ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- Citigroup (New York, NY)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more