- JPMorgan Chase (New York, NY)
- …after which we will work with you to identify a permanent role within Securities Services. **Job responsibilities** + Develop solutions and drive change in ... that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key… more
- Deloitte (Jericho, NY)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business...consulting and compliance services to a clients in the securities and financial services industries. You will work directly… more
- Bank of America (New York, NY)
- …to ensure effective controls over data for GMRM. As an ABS Portfolio Manager , you will deliver Asset-Backed Securities (ABS) lending credit risk reporting, ... Asset Backed Securities (ABS) Lending Reporting VP - New York...directly with the Global Markets front line unit for client selection, underwriting, and monitoring activities to drive revenue… more
- Citigroup (New York, NY)
- The Business Manager is a senior management level position responsible for accomplishing results through the management of a professional team or department. The ... audits, business continuity activities or addressing regulatory issues. The Business Manager coordinates and manages activities such as the tracking of business… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client ... who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as...client support capacity (ie track record of high client satisfaction and retention) required + Securities … more
- JPMorgan Chase (New York, NY)
- …closely with a Senior Product Manager within the team, as well as Sales, Client Service, and Operations teams to define and drive the strategy for each client ... the Securities Services business. + Aptitude at creating impactful client -facing and/ or senior management presentation material in various mediums (PowerPoint,… more
- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as... solutions (via partner referrals) and complex credit solutions for client and their businesses. In… more
- Morgan Stanley (NY)
- …York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NY offices. *Principal Duties* *Managing ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Fund Services* **Title:** *Fund Services- Client Facing Account Manager * **Location:** *New York*… more
- TD Bank (New York, NY)
- …client needs and suggesting the most appropriate banking, lending and/or investment solutions + Maximizes profitability, while ensuring the client receives an ... **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of...and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered… more
- City National Bank (New York, NY)
- …take across the Book and for specific clients + Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary...for trades and allocation changes for existing clients. + Client calls and inquiries: be able to discuss both… more
- Bloomberg (New York, NY)
- Product Manager - Fixed Income Securitized Products **New York, NY** Posted Mar 14, 2024 - Requisition No. 123821 The Bloomberg Core Terminal business delivers ... reliable, and complete data products, mission-critical analytics, and enterprise workflow solutions . As we continue delivering against the high expectations that our… more
- Atria Wealth Solutions (Corning, NY)
- …representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor ... client progress toward client 's goals, and serving...service and member satisfaction. Report specific problems to Program Manager on an as needed basis. + Set up… more
- Deloitte (Jericho, NY)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of...Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business… more
- Bank of America (New York, NY)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Sr. Relationship Manager - Global Commercial Banking/Middle Market Banking New...job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.… more
- JPMorgan Chase (New York, NY)
- …and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. JP Morgan is a global leader ... wealth planning, philanthropy, credit and banking. As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely… more
- Citigroup (New York, NY)
- …all aspects of a client 's book of business with Treasury & Trade Solutions . A good understanding of the client industry segment (global investment management ... functions and businesses. **Responsibilities:** + Increase penetration of the Treasury & Trade Solutions services within the existing client base as well as… more
- SMBC (White Plains, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- KPMG (New York, NY)
- **Business Title:** Manager , Tax Technology and Asset Management **Requisition Number:** 110030 - 68 **Function:** Tax Services **Area of Interest:** **State:** NY ... industry knowledge merges with cutting-edge technologies to create innovative tax solutions . Join a diverse team helping high-profile clients understand, analyze,… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... governments, institutions and individuals. The Wealth Management Automation & Workflow Solutions (AWS) team is responsible for driving business transformation across… more
- CS Energy (Syracuse, NY)
- …open to working 100% at our construction sites. The Associate Construction Manager travels and often temporarily relocates near project sites The Associate ... Construction Manager works under the direction of Superintendent alongside Project...alongside Project Operations and Field Management to foster great client relationships, and oversee the construction of safe, high… more