- Bank of America (Brooklyn, NY)
- Credit Solutions Advisor - 76 Court BROOKLYN, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... client experience **Skills:** + Client Management + Client Solutions Advisory ** Credit Solutions Advisor II** At Bank of America, we are guided by… more
- Truist (New York, NY)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Morgan Stanley (New York, NY)
- …and Product Partners, as applicable. ** *Position Summary:* * Design lending solutions for IWM clients including credit structuring, analysis, and execution ... MSWM expanded the suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients....WM lending platforms (eg ECL, LAL, Margin, Letters of Credit , & Tailored Lending), providing ICAs and their clients… more
- Wells Fargo (New York, NY)
- …Manager (Senior Lead Marketing Consultant) to support our independent financial advisor channel, Wells Fargo Advisors Financial Network (FiNet). This role will ... education on marketing, branding, social media and digital strategies to independent financial advisor business owners and their staff. **In this role, you will:** +… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (New York, NY)
- …advisor , you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit , banking, and Trust & ... role offers the opportunity to build relationships, develop innovative solutions , and contribute to our business with customized wealth...Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- M&T Bank (Hauppauge, NY)
- …of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or ... assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom... of the firm.Work closely with Client Managers, Custom Credit , Investment Advisors and Trust Officers to assess client's… more
- JPMorgan Chase (Valley Stream, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- NYU Rory Meyers College of Nursing (New York, NY)
- Position Summary The School of Professional Studies is seeking an Academic Advisor to support students in the Division of Applied Undergraduate Studies (DAUS) ... and active duty members of the military. The academic advisor will have a caseload and work as a...access to university resources, as needed; and process transfer credit evaluations. This position will also participate in admissions… more
- TD Bank (Brooklyn, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... who will be providing financial planning guidance & selling investment management solutions . A Transitional FA will need to leverage their experience to service… more
- JPMorgan Chase (New York, NY)
- …and credit risk management. + Collaborate with the Lending Advisor on various research inquiries and reporting tasks. **Required Qualifications, Capabilities and ... Lead portfolio review meetings and manage prioritization for Lending Advisors and Credit partners between existing maintenance of portfolio pipeline and new activity… more
- Citigroup (New York, NY)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... the industry's largest proprietary network, Citi's Treasury & Trade Solutions (TTS) business continues to lead the way in...deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You… more
- Capital One (New York, NY)
- …(22957), United States of America, New York, New York VP - Private Equity Capital Solutions Capital Solutions is a newly formed team within the Capital Markets ... Acquisitions, Derivatives, and Equity Sales, Research, and Trading. The Capital Solutions team delivers specialized capital raising and advisory services primarily… more
- Quantexa (New York, NY)
- …our growth, shaping mission-critical aspects of our business through collaboration with Solutions , Product Management, and Industry experts. As the Head of Risk ... Solutions for North America, you will be at the...win strategic deals within different regions, becoming a trusted advisor for North America. + Keeping up to date… more
- TD Bank (New York, NY)
- …acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is ... a focus on growing the portfolio by providing financial solutions and developing new business from both existing and...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Morgan Stanley (New York, NY)
- …on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for ... sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Critically...Leads research meetings * Identifies swap opportunities * Conducts credit research and develops valuation models *Client Support:* *… more
- Citizens (Rye, NY)
- …of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals + Introduce appropriate ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… more
- JPMorgan Chase (New York, NY)
- **Payments and Credit Card Strategy VP** **About This Position** As a Payments and Credit Card Strategy VP, you will support the development of strategic ... value for JPMorgan Chase. This position sits within the Credit Card Networks and Advocacy Team, a group within...with payment network partners + Serve as a trusted advisor and thought partner for senior leaders across JPMC,… more
- Deloitte (Jericho, NY)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more
- Morgan Stanley (New York, NY)
- …the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. As a market leader, the talent and passion of our ... CRE Asset Manager will primarily assist in the management of existing credit facilities and restructures/workout of challenged loans, in addition to, (i) maintaining… more