- 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
- Citizens (New York, NY)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… 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
- Bank of America (New York, NY)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor New York, New York;Melville, New York **Job...to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must +… more
- Cengage Group (New York, NY)
- …more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ The Tier 2 - Student Advisor is a critical role responsible for providing reliable and ... student experience, exceed customer satisfaction goals, and excel in meeting student advisor efficiency goals. + **Handle a High Volume of Contacts:** You will… more
- JPMorgan Chase (New York, 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
- JPMorgan Chase (Hartsdale, NY)
- 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 lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- CIBC (New York, NY)
- …monitoring and control of operational, reputation and legal, strategic, market, credit , investment and liquidity risk, collectively "CIBC Risk", incurred by CIBC's ... and relationship-oriented bank for a modern world. The Compliance Advisor will be instrumental in supporting the execution of...program with a focus on consumer deposit, lending and credit -related laws and regulations. This role is responsible for… more
- CIBC (New York, NY)
- …monitoring and control of operational, reputation and legal, strategic, market, credit , investment and liquidity risk, collectively "CIBC Risk", incurred by CIBC's ... toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. + We cultivate a culture where… 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
- Wells Fargo (New York, NY)
- …the Liquidity Management transformation agenda and expand our portfolio of client solutions accessible through our platforms, introducing new solutions used by ... Develop and product manage complex Liquidity Management and Overlay Solutions with a global scope and reach + Lead...and delivery team companywide + Serve as an authority advisor to experienced leaders and represent the company externally… 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