- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to ... contact for client inquiries, providing timely and accurate resolutions. + **Sales Support :** Participate in sales calls and client presentations to promote Escrow… 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 ... family members. + **Maven Family Building Benefit** : Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Cognizant (New York, NY)
- …in Pentaho Data Integration and Pentaho BI. Experience in Asset and Wealth Management is a plus. This role involves overseeing technical projects ensuring ... to mitigate risks.** + **Optimize database performance and scalability to support growing business needs.** + **Conduct regular security assessments and audits… more
- Stanley Black and Decker (New York, NY)
- …paid time off, and tuition reimbursement in addition to programs & benefits in support of your well-being. + Discounts on Stanley Black & Decker tools and other ... your skills along multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal. + _Belong:_ Experience an… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for providing ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Bank of America (New York, NY)
- …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, ... this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant… more
- Comerica (New York, NY)
- …reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect ... Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their… more
- Citigroup (Brooklyn, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... Work as a team with all internal partners to support and grow our customers. + Refer customers who...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more