- HSBC (New York, NY)
- …as a primary point of contact for HSBC clients regarding insurance and wealth management needs + Develop and present individualized insurance proposals, ... related field (or equivalent work experience) + Proven experience in insurance sales, wealth management , private banking, or financial services + Life license,… more
- Neuberger Berman (New York, NY)
- …initiatives, including training, communications, and adoption tracking, operating Private Wealth 's strategic program governance and KPI framework. This ... Wealth in all firm-wide enablement initiatives. **Primary Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Wealth Relationship Manager Brand: HSBC Area of Interest:...grow relationships and develop referral sources + Strong business development skills to work with outside COI's to develop… more
- BIC Corporation (Brooklyn, NY)
- …Services Plan + Life Insurance, AD&D, Short & Long-Term Disability, Voluntary Benefits ** Wealth :** + Performance Bonus Program , Pension Plan, 401(k) Savings & ... Well-being Program , Fitness Reimbursement + Benefit Hub, Employee Referral Program , Internal Career Development + Service Recognition, BIC Scholarship… 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 ... brand strategy. Collaborating closely with cross-functional stakeholders, including product development , communications, sales, and business units, this person will… more
- HSBC (New York, NY)
- …well as other areas within the Group eg Global Banking, Wholesale Banking, Wealth and Personal Banking and Private Banking + Encourage constructive cross-country and ... cross-business teamwork by demonstrating collaboration and matrix management in action and challenging actions and behaviours that are not consistent with HSBC's… more
- BRAVO - A Cooperative Company (New York, NY)
- …clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to ... industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage,… more
- New York Life Insurance (Melville, NY)
- …advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business ... you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a... (CRM) and communication, and providing you with a development team and sales support to guide your success.… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT) ... + Complete other related duties as assigned. **Scope of Responsibilities:** The Management Development Program is a non-rotational, one-year training… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of ... leadership alignment and milestone completion. **Job Summary:** As the Program Specialist on the Advisor Development team,...+ 3-5 years broad business experience, preferably in the wealth management industry + 1+ years of… more
Recent Jobs
-
Sr Manager, Mechanical Engineering (Onsite)
- RTX Corporation (Richardson, TX)
-
Lead Software Engineer
- Snapsheet (Chicago, IL)