• Traditional Investments

    Morgan Stanley (Purchase, NY)
    …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Business Analysis* **Title:** * Traditional Investments Platform , Product Owner ... relevant finance industry experience - Ability to formulate key business and platform requirements/stories consistent to Traditional Investment Products… more
    Morgan Stanley (01/14/25)
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  • Financial Wellness Associate

    KeyBank (Brewster, NY)
    …proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with ... centers of influence. + Review and maintain knowledge of product guides, fees, and policies to stay current on...so as to help others adapt; encourages exploration of non- traditional ideas by team members leveraging the concept of… more
    KeyBank (01/14/25)
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