- M&T Bank (Buffalo, NY)
- …(LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, ... Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. + Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. + This individual must be an… more
- Raymond James Financial, Inc. (Naples, FL)
- …strongly preferred. **Work Experience** + 3+ years of financial planning or wealth management experience. **What We Offer** + A boutique, client-focused environment ... where relationships come first. + A supportive, collaborative team culture. + Competitive compensation and benefits. + Professional growth opportunities, including support for continuing education and certifications. more
- M&T Bank (Buffalo, NY)
- …(LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, ... Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. + Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. + This individual must be an… more
- M&T Bank (Buffalo, NY)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + *Provide services by advising the customer on… more
- M&T Bank (Danvers, MA)
- …Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide services by advising the customer on… more
- Vanguard (Malvern, PA)
- Advice and Wealth Management Risk is a team of high...and direction to the business. + Act as a consultant for senior management team to draw on for ... procedures. + Leverage the best practice for advice and wealth management, and work with controls function and project...culture. + Keep updated on any specific advice and wealth regulatory requirements including any upcoming changes, and support… more
- EPAM Systems (New York, NY)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs +...engagement + Serve as an expert business and/or tech consultant in one or more of the following areas:… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to… more
- JPMorgan Chase (New York, NY)
- …covering thousands of large institutional investors around the globe (Sovereign Wealth Funds, Endowments, Foundations, Family Offices, Pensions, etc.). By delivering ... growth. The consulting team acts as an outsourced management consultant to our hedge fund manager clients on a...such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels… more
- Deloitte (Rochester, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Delivery Talent Model is ... international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations,… more