- Citigroup (Greenwich, CT)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Tompkins Community Bank (Mount Kisco, NY)
- …All other duties as assigned. Qualifications + Bachelor's degree in Economics, Finance, Business Management or other related field, or an Associate's Degree plus ... for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible for...business development plan that focuses on partnering with Wealth Advisors and Trust Officers to prospect, seek referrals… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models and… more
- WTW (Stamford, CT)
- …global brand. In this position, you will support the Work & Rewards business which provides organizations with compensation and career data, insights, advice and ... Work & Rewards (W&R) is one of the seven businesses within the Health, Wealth & Career (HWC) segment. This role will specifically support the Work, Rewards &… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Candidate profile The ideal...Deloitte teams and you will regularly work with the business and with the technical teams. You will serve… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Candidate profile The ideal candidate will… more
- JPMorgan Chase (Nanuet, NY)
- …customers' needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a ... + Educates clients on how to use our digital platforms to bank and invest when, where, and how...environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes… more