- Fidelity TalentSource LLC (Greenwich, CT)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... to help you and your family strike the right balance .\u00A0 We offer training in-branch, regionally, nationally, and virtually...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA ... help you and your loved ones strike the right balance . Sound too good to be true? See for...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment...initiatives with multiple stakeholders (Businesses and other functions like Finance , Technology etc.) as well as strong partnership, collaboration… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...of experience + Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible… more
- Citigroup (New York, NY)
- …groups, and support project launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization + ... the informative value of the content provided to senior management + Appropriately assess risk when business decisions are...of experience + Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible… more
- Morgan Stanley (New York, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides ... long-term incentive packages, and other Morgan Stanley sponsored benefit programs **Job:** ** Finance * **Title:** *Investment Management Finance - Private… more
- House of Blues (New York, NY)
- …Accounting and Finance required + Minimum 10 years of leadership/people management experience + Background in entertainment nice to have + Financial savvy; ... then please read on! THE ROLE The VP of Finance will have responsibility for the development and execution...days off for your birthday, Free concert tickets + WEALTH : 401(k) program with company match, Stock Program +… more
- Citigroup (New York, NY)
- …have a broad understanding of Finance and Treasury. Consumer bank and/or wealth management business experience is a plus. Specific qualifications include: + ... & Wealth Business Treasury focuses on asset/liability management , balance sheet planning, liquidity/capital resource monitoring...& Wealth CFOs and the business and finance teams, ensuring that balance sheet priorities… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management . The Wealth FP&A team is an integral ... of Citi's financial results in coordination with the broader finance team. The role is within the Wealth...processes** , review and analysis for NIR portion of Wealth . + Load NIR / Non- Balance Sheet… more
- JPMorgan Chase (New York, NY)
- …interest rate risk of the firm's four main lines of business (Asset & Wealth Management , Commercial Banking, Corporate & Investment Bank and Consumer & Community ... usual ALM processes as well as strategic initiatives around balance sheet analysis including: measuring the firm's interest rate...multiple tasks, and bring tasks to complete closure + Finance , Risk or Asset-Liability Management experience +… more
- BlackRock (New York, NY)
- …the Global Financial Institutions Group (FIG). FMA delivers a range of capital markets, balance sheet management , and risk & analytics advice to banks, insurance ... global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and business needs. The… more
- MUFG (New York, NY)
- …and investment, commercial, and consumer banking, as well as transaction banking, securities, wealth management , and more. Our 13,000 colleagues in the Americas ... the MUFG brand. MUBK Treasury organization is responsible for managing funding, liquidity, balance sheet, and interest rate risk for MUFG's US operations. The team… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... requests from internal and external stakeholders + Contribute to reporting and expense management , partnering closely with Finance + Own and execute the Business… more
- Raymond James Financial, Inc. (New York, NY)
- …* Competitive landscape (ie, alternative investment platforms of other wealth management firms) * Principles of banking and finance and securities industry ... approach to delivering high-quality private markets investment opportunities to private wealth clients, including direct and fund investments. As a member of… more
- BlackRock (New York, NY)
- …the Global Financial Institutions Group (FIG). FMA delivers a range of capital markets, balance sheet management , and risk & analytics advice to banks, insurance ... global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and business needs. The… more
- S&P Global (New York, NY)
- …a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management /Sales Roles - NBMBAA Career Expo **The Locations:** United States **What We're ... Looking For:** + Bachelor's degree or equivalent experience ( Finance , Economics, or related field preferred). + Strong presentation, multitasking, and customer… more
- Morgan Stanley (New York, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides ... reviewing, analyzing, and reporting business performance, such as revenues, balance sheet, allowance and provision for credit losses. The...is a high-profile team with significant exposure to senior management in both Finance and Credit Risk.… more
- Citigroup (New York, NY)
- …and where opportunities to develop are widely available to all. **Job Family Group:** Finance **Job Family:** Balance Sheet Management **Time Type:** Full ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and automation * Complete ad-hoc analysis and presentations for senior management *Qualifications* * Bachelor's Degree in finance , economics, mathematics,… more
- JPMorgan Chase (New York, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
