- 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, and ... consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region **You have**… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging projects. Our… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry Location: ... expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test cases as… more
- Deloitte (Rochester, NY)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you will ... and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing and… more
- Deloitte (Rochester, NY)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you will ... international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations,… more
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (Melville, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- City National Bank (New York, NY)
- …Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. ... for day-to-day operational needs, providing proactive, collaborative and consultative support . Responsible for the operational integrity of the assigned area… more
- TD Bank (New York, NY)
- …business lines, including consumer and commercial banking, broker-dealer operations, and wealth management. This role also supports strategic planning for US ... and oversees a dynamic team of Compliance CGO professionals who conduct support , facilitation and coordination for the management of Compliance. They may also… more
- Neuberger Berman (New York, NY)
- …Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firm's senior leadership, operating ... professional to join our team, focusing on providing FP&A support for, but not limited to, the Fixed Income...but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to,… more