- JPMorgan Chase (New York, NY)
- …data analysis. As the Business Manager (COO) within the Commercial & Investment Bank Securities Services organization, you will optimize business performance by ... spearheading key investment and productivity initiatives, managing deposit forecasts, and leading...business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... operations, working with the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds and PAYGO cash… more
- Raymond James Financial, Inc. (Trenton, NJ)
- …and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner with ... through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the 3rd Line of Defence, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
- Citigroup (Jersey City, NJ)
- …or inside information outside of the United States. **Responsibilities:** + Key advisor to business groups ( Investment Banking Advisory and Capital Markets) ... Serves as a compliance risk officer for the Independent Compliance Risk Management (ICRM)'s Control Room team. The ICRM Global Surveillance platform encompasses a… more
- BlackRock (Princeton, NJ)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role Description** **Due to our continued phenomenal growth, we… more
- Truist (Nashville, TN)
- …direction of the Financial Advisor team to increase revenue. Bring clear and independent advice to the overall planning process to avoid ad hoc investment ... financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial … more
- BlackRock (San Francisco, CA)
- …**Primary Responsibilities:** + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through ... intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role Description** Due to our continued phenomenal growth,… more
- KeyBank (Brooklyn, OH)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more
- Raymond James Financial, Inc. (Seattle, WA)
- …a clearing broker-dealer and custodian for many of our affiliated broker-dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA ... and established databases + Team player who can also be an independent contributor + Excellent analytical, critical thinking, and problem-solving skills sufficient… more