- Citizens (Middletown, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . Demonstrated track record in new… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- HSBC (New York, NY)
- …discipline + Experience in data science or advanced analytics, preferably within financial services with a focus on commercial/corporate banking, credit, rates, ... Senior Manager, Client Intelligence Brand: HSBC Area of Interest: Investment...and recommendations that drive CIB growth and returns + Partner with frontline teams, product sales, and servicing to… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... team to cover financial advisors, as well as field sales and market...and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership,… more
- Reed Smith LLP (New York, NY)
- …project management and problem-solving skills with a commitment to ongoing development. Client - service oriented; delivers exceptional service while working ... inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge,… more
- Principal Financial Group (New York, NY)
- …dashboards and reporting on client health, retention, and growth opportunities. + Partner with distribution, client service , and product teams to ... client -focused recommendations for senior leadership. Operating at the intersection of financial services and technology, Principal builds financial tools… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... advanced financial models, perform valuation analyses, and interpret financial statements to support transaction execution and client recommendations.… more
- HSBC (New York, NY)
- …Desk in New York. The role centres on the day-to-day management of client flow through our e-platform, supporting both internal clients (Equity Derivatives, Prime) ... DMA (Direct Market Access) solutions. The candidate will be client -facing with a clear mandate to deepen relationships and...role is ideally suited to candidates with a strong financial background, deep knowledge of market regulation, an excellent… more
- Neuberger Berman (New York, NY)
- …and quality **Experience & Skills Qualifications:** + 2-5 years of experience in financial services , product operations, client onboarding, or project ... readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials:… more
- PSEG Long Island (Bethpage, NY)
- …+ Partner , liaise and develop positive working relationships with primary client (LIPA), financial and operating areas and corporate department to obtain ... their work home, taking pride in providing safe, reliable service to millions of customers. If you're looking for...The Planning and Reporting group is responsible for managing financial results for the Long Island Power Authority ("LIPA")… more
- SMBC (White Plains, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. Settlements actively manages pre- and post-settlement… more
- HSBC (Buffalo, NY)
- …of local technology programmes within Corporate and Institutional Banking (CIB) Client Services Technology across Americas + Ensure effective governance, ... maintained within designated OBKYC Pillars + Actively collaborate with wider CIB Client Services Technology Leadership Team by ensuring the effective operation… more
- SMBC (White Plains, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. Settlements actively manages pre- and post-settlement… more
- Neuberger Berman (New York, NY)
- …**Qualifications** + Bachelor's degree required + Minimum 3+ years' experience in financial services , with a strong preference for wealth management or ... portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech firms to define… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- Our client , a boutique hedge fund, is seeking a Temp to Perm Executive/Personal Assistant to support the Founder and wife. The hours are 8am-5:30pm (flex for OT) and ... duration is approximately 3-4 months before conversion. Responsibilities: Support a Partner and wife with administrative duties (includes personal work) Book… more
- Neuberger Berman (New York, NY)
- …non-technical audiences; strong analytical, problem-solving, and prioritization skills. + Financial services and investments experience required. + Experience ... This leader will manage a team of functional business analysts and partner across business and technology teams to deliver exceptional user experiences, accelerate… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...business lines to understand requirements and drive adoption of self- service systems. + Partner across HR functions… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... capabilities such as ACH, wires, real-time payments, virtual accounts, etc. + Partner with internal stakeholders to deliver scalable, client -centric solutions… more
