- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Morgan Stanley (Purchase, NY)
- …Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... an important part of our culture. * * The Investment Management (IM) Financial Crimes Risk Team...onboarding process; and/or * Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a… more
- Morgan Stanley (Purchase, NY)
- …Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for...Strategic Client Management (the liaison between wealth management and MS's investment bank),. Must quickly… more
- Deloitte (Stamford, CT)
- …in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Candidate profile The ideal ... Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire...Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media… more
- Bank of America (Stamford, CT)
- …review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either individually or working ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job… more
- Morgan Stanley (Purchase, NY)
- …of Wealth Management Field Home Office at Morgan Stanley Wealth Management . Asset Retention Specialist (AVP) primary responsibility is strategy, development ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** *Asset Retention Specialist , AVP* **Location:**… more
- Newtown Savings Bank (Newtown, CT)
- …positive, and high energy team player for our Part-time Customer Service Specialist opportunity. Our Part-time Customer Service Specialist partners with the ... well as make referrals to Commercial Lending, Mortgage Bankers and Newtown Investment Solutions. + Process and settle customer transactions received through incoming… more
- Deloitte (Stamford, CT)
- …in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role ends ... Manager/ Specialist Master, Operations and Technology Transformation, Guidewire Data...2025 Work you'll do As an OTT Insurance Transformation Manager/ Specialist Master, you will bring technical expertise to deliver… more
- Deloitte (Stamford, CT)
- AI/ML Data Engineering Lead ( Specialist Master) - SFL Scientific SFL Scientific, a Deloitte Business, practice brings together several key capabilities to architect ... such as ELT functions, HPC/compute infrastructure, hybrid cloud solutions, database management , and optimization of DevOps procedures + Leverage advanced technical… more
- Morgan Stanley (Purchase, NY)
- …a place for people to learn, achieve, and grow. The WM, US Banks and Investment Management ("IM") Financial Crimes Risk Team is embedded within the Firm's ... its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides… more
- Arena Investors LP (Purchase, NY)
- Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns by employing a ... are seeking a driven and detail-oriented Analyst or Quant Specialist to join our dynamic team. The ideal candidate...analysis and play a crucial role in driving data-driven investment decisions. You will also be required to work… more
- Truist (Greenwich, CT)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Morgan Stanley (Purchase, NY)
- …Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... Experience working with private funds and deep knowledge of the Alternative Investment asset management industry required; knowledge of real estate,… more
- Diageo (Stamford, CT)
- …Meetings, Share Reviews, Quarterly BPMs, and Joint Business Planning. + **Data Management ** : Manage and administer syndicated data (IRI and Nielsen), developing ... and advise on profitability based on quarterly trade spend and investment effectiveness. + **Effective Communication** : Build positive relationships with customer… more
- Trexquant Investment (Stamford, CT)
- We are looking for an experienced credit investment specialist to develop strategies and lead our Quantitative Credit Team. In this role, you will be responsible ... and scale of the team's strategies. + Regularly present to senior management to collaborate and align quantitative credit research with overall trading and… more
- TD Bank (Chester, NY)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Deloitte (Stamford, CT)
- Cyber Privileged Access Management CyberArk Manager Are you interested in working in a dynamic environment that offers opportunities for professional growth and new ... for this role ends on 5/31/2025 Work you will do: As Privileged Access Management (PAM) CyberArk solutions Manager, you will + Be the Project Manager overseeing… more
- Morgan Stanley (Purchase, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides ... comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and… more
- Morgan Stanley (Purchase, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides ... comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and… more
- Morgan Stanley (Purchase, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides ... comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and… more