- BlackRock (New York, NY)
- …global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment , portfolio, and business needs. ... (ie central banks, multilateral development banks and sovereign wealth funds ), Financial Markets Advisory (FMA), and the Global Financial...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …diverse business model that generates revenue from ticket sales, an investment portfolio, government grants, private contributions, and retail sales. The ... the risks of financial and regulatory non-compliance, loss or forfeiture of funds , or damage to HHV's credibility and franchise Review and suggest improvements… more
- TouchPoint (Honeoye Falls, NY)
- …start date), 9 company holidays plus 2 floating holidays + 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of eligible pay plus matching ... Savings Accounts (HSA) beginning first day of employment; company funds a portion of HSA for high deductible health...holidays plus 2 floating holidays * 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of… more
- MetLife (Whippany, NJ)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... and deliver timely and accurate client reports for MIM's portfolios and funds * Effectively answer ad-hoc and/or follow-up questions from clients, investors, and… more
- Vanguard (Charlotte, NC)
- …all that Vanguard has to offer to give them the best chance for investment success. Through this role, you will join a team focused on delivering Vanguard's ... mission to give clients the best chance for investment success through a differentiated client-centric offer, a delightful omni-channel client experience, and a… more
- TouchPoint (Honeoye Falls, NY)
- …start date), 9 company holidays plus 2 floating holidays + 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of eligible pay plus matching ... Savings Accounts (HSA) beginning first day of employment; company funds a portion of HSA for high deductible health...holidays plus 2 floating holidays * 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of… more
- TouchPoint (Honeoye Falls, NY)
- …start date), 9 company holidays plus 2 floating holidays + 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of eligible pay plus matching ... Savings Accounts (HSA) beginning first day of employment; company funds a portion of HSA for high deductible health...holidays plus 2 floating holidays * 401(k) Savings and Investment Plan - Company makes automatic 2% contribution of… more
- Santander US (Miami, FL)
- …Operations department. * Attend clients' visits and accompany them to deposit/withdraw funds from their account(s). * Resolve client's inquiries such as loan ... request, investment orders, statement reviews, and other, and resolve any...report for Bankers' review and ensure client has sufficient funds to cover fee. * Work on special projects… more
- CIBC (Sherbrooke, ND)
- …accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). + **You can demonstrate 1 year experience ... a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals. + **Relationship… more
- Truist (Sarasota, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more