- 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
- JPMorgan Chase (New York, 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
- TD Bank (New York, NY)
- …including TD Canada Trust , Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S. Retail** including TD ... America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade +...to meet your needs. The VP TDS - Tech Solutions is accountable for day to day management… more
- TD Bank (New York, NY)
- …including TD Canada Trust , Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance . US Retail including TD Bank, ... States of America **Hours:** 40 **Line of Business:** Technology Solutions **Pay Detail:** 85000 - 110000 USD TD is...America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade .… more
- S&P Global (New York, NY)
- …counterparty credit risk. + Strong understanding of financial products and risk management solutions . + Excellent communication and interpersonal skills, with ... sector. The Sales Representative will engage with clients, understand their risk management needs, and provide tailored solutions that address evolving risk… 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
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... and procedures across various domains (eg, Resilience, Data Security, IT Asset Management Governance, Digital Trust , IAM, Cloud Security, Application Security,… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …clients, community involvement, etc. + Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts ... satisfied. Emphasis is placed on identifying clients' needs and delivering tailored solutions through a best in class customer experience. In this position, you… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... procedures across various domains, including Resilience, Data Security, IT Asset Management Governance, Digital Trust , Cloud Security, and Application Security.… more
- S&P Global (New York, NY)
- …practices. Additionally, CQA focuses on upskilling, coaching, mentoring, and providing technical solutions to the entire Ratings QA organization. Our objective is to ... associates, understanding their requirements and challenges, and delivering effective solutions . **Responsibilities and Impact:** + Design and develop automation … more