- SMBC (New York, NY)
- …10+ years' experience in leveraged finance or corporate finance credit underwriting or portfolio management at the leading financial institution. . Experience in ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Objectives: Delivery** The role's… more
- HSBC (New York, NY)
- …selected candidate will be responsible for all aspects of the relationship management function for their coverage portfolio -including oversight of credit, KYC ... Rate & Equity Derivatives, Foreign Exchange), Transaction Service (Cash & Liquidity Management , Securities & Trust Services and Global Trade & Receivables Finance)… more
- HSBC (New York, NY)
- …and Inbound Clients, including and a track record of C-Suite engagement and 'trusted advisor ' status + Strong risk management skills and a good understanding of ... & Securities Services, Global Banking, Global Liquidity & Cash Management , Global Trade & Receivables Finance and Issuer Services....and profitable returns across the clients in the FinTech portfolio ; this needs to be done in alignment with… more
- Neuberger Berman (New York, NY)
- …presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter ... of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong… more
- Neuberger Berman (New York, NY)
- …centralizes Aladdin problem-solving, builds operating playbooks, and drives change management for platform and regulatory/process updates, partnering closely with ... classes with end-to-end Aladdin ownership. + Serve as operational oversight of portfolio -level data and controls for Investment Teams and Traders within the Aladdin… more
- SMBC (New York, NY)
- …incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Regulatory Relations ... Relations team is the primary contact for regulatory interactions and exam management for US regulators. Role Description The VP, Regulatory Officer works with… more
- Stony Brook University (Stony Brook, NY)
- …($1MM ) and/or major level gifts ($100,000 ) from donors. Management experience. **Preferred Qualifications:** Master's degree (foreign equivalent or higher). One ... education institution, a large non-profit, or complex healthcare system. Contact management software experience. **Brief Description of Duties:** Reporting to the… more
- NetApp (New York, NY)
- …buying centers + Proactively advocate for your customers with NetApp Product Management and Engineering so that their requirements are met by NetApp solution ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate virtual… more
- Cardinal Health (Albany, NY)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- Citigroup (New York, NY)
- …+ **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging, advisor needs, and product development ... wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and… more
- JPMorgan Chase (New York, NY)
- …pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** ... you will assist and promote new and existing client management including managing a team of two, taking a...best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products +… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and… more
- JPMorgan Chase (Albany, NY)
- …relationship-building skills. This will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a deep ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to… more
- Bank of America (New York, NY)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to...Presence + Oral Communications + Risk Management **_Weekly Schedule: Monday thru Friday, with rotating Saturdays… more
- Edward Jones (Port Jefferson, NY)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...environment + Attention to detail, strong organizational and time management skills **Can you see yourself ** + Providing… more
- TD Bank (New York, NY)
- …The Learning Solution Advisor I acts as a strategic partner and advisor for a portfolio of business or functional groups, accountable to enable ... learning solutions aligned to strategic business priorities. The Learning Solution Advisor I develops and supports the implementation of learning strategies to… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... conditions and global economic outlook. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation, tactical shifts and security… more
- Tompkins Community Bank (Pittsford, NY)
- …This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will ... Overview The Wealth Advisor III is responsible for maintaining existing client...and strategic relationship development. Position Goals: + Client Relationship Management & Business Development Strengthen existing client relationships to… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- US Bank (New York, NY)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products ... circumstances + Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and insurance +… more
