- M&T Bank (Syracuse, NY)
- …and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in ... of their account balances and positions. Assist clients in completing brokerage account documentation and Annuity/Insurance paperwork and obtaining and completing… more
- Morgan Stanley (New York, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM, US Banks and IM Financial Crimes Risk Team is… more
- Wells Fargo (Cincinnati, OH)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... **About this role:** Wells Fargo is seeking an Administrative Assistant in Wealth and Investment Management as part of...experience + Experience supporting senior level leaders/executives + Ability to provide administrative support,… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... laundering and reputational risk issues associated with higher risk client types. The WM and US Banks Financial Crimes...and updates * Develop concise and effective presentations for senior leadership * Contribute to key projects and initiatives… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and US Banks Financial Crimes Risk Team is… more
- MetLife (Atlanta, GA)
- …Customer Unit Location: Atlanta, GA Setting: Hybrid Reports to title: Senior Vice President National Accounts Sales Travel: 60-70% in region The ... The Opportunity The Customer Unit Vice President (CUVP) position exists to provide senior leadership to the sales organization in the 5000+ marketplace. As a leader,… more
- Citigroup (Jersey City, NJ)
- …a dominant top 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a significant growth program to ... and HR; alongside having significant interaction with our external client base, playing a key role in the overall...development component of this agenda. + This is an Assistant Vice President (AVP) role within the Markets Operations… more
- WTW (New York, NY)
- …of our customers _Please Note: We have flexibility to hire at the Broker Assistant , Broker or Senior Broker career levels depending upon the selected candidate's ... to ensure their needs are appropriately met + Frequent face to face client & prospect interactions including business trips + Communicate with insurance carriers to… more
- Morgan Stanley (New York, NY)
- …Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice ... and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and...the non-financial risk the US Banks. We seek an Assistant Vice President ("AVP") to join the First Line… more
- Morgan Stanley (Purchase, NY)
- …Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice ... and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and...Incident & Fraud Risk Management Team is seeking an Assistant Vice President ("AVP") who will report to the… more