- Charles Schwab (Manhasset, NY)
- …from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, ... are a licensed financial professional with a passion for wealth management , and a desire to grow...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... of the Global Head of Business Risk & Incident Management , this role will lead the execution of risk...**Job Responsibilities** + Serve as the embedded operational risk advisor within trading and technology teams, acting as the… more
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of ... City National Rochdale, the company's Wealth Management group, you will provide white-glove...presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… more
- Broadridge Financial Solutions (Albany, NY)
- …to join our dynamic team! At Broadridge you will work with the largest wealth organizations in the US and abroad introducing and evangelizing our Advisor ... business within their firms.You will partner with a sales team, account management , and others engaging with clients to develop awareness, understanding, and… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- JPMorgan Chase (New York, NY)
- …background. + Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking ... the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic...of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group. +… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...payments risk dynamics and the value of compliance risk management . Proven track record of operating independently and… more
- Carrington (Albany, NY)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... will be part of the Learning & Leader Development management team, this role is responsible for developing and...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management has a new opening for an Associate Business Manager in the Global Fixed Income, Currency and Commodities (GFICC) group in New ... GFICC and will report to the GFICC US Business Management lead. The candidate will possess a passion for...within the GFICC group, you will be a trusted advisor to Business/Group Heads, assisting in identifying, escalating, and… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... Treasury & Trade Solutions (TTS) is a leading provider of payments, cash management , commercial cards and trade solutions to corporate clients around the world. With… more