- Bank of America (New York, NY)
- Private Wealth Management Specialist -NR New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate… more
- First Horizon Bank (New York, NY)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... other bank services + Authorize payment and fees of private wealth client overdrafts + Approve and...clients with supervision + Work closely with Bankers, Treasury Management , and deposit operations to ensure satisfactory on-going monitoring… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key ... to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on...while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the… more
- Deloitte (Stamford, CT)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... AML Project Delivery Specialist -Project Delivery Specialist - Regulatory,...investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management … more
- Deloitte (Stamford, CT)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new...investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management … more
- JPMorgan Chase (New York, NY)
- … Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and ... your career to the next level. As an Investment Specialist in the International Private Bank, you...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- Citigroup (New York, NY)
- …66 + Minimum 10 years of experience working with Investment products + Prior Private Banking or asset management sales experience + Background in discretionary ... Job Description The Investment Specialist Sr. Lead is a strategic professional who...of responsibility over technical strategy. Responsible for handling staff management issues, including resource management and allocation… more
- Lincoln Financial (New York, NY)
- …and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 10 **About the Role:** **Sales Specialist - Pricing, Valuations and Reference Data** **The Team:** This is an exciting ... Pricing and Reference Data, Derivatives Data and Valuation and Private Asset Valuation services. The PVR Sales Team are...issues where appropriate + Works with legal and sales management to accurately deliver proposals and contracts + Negotiates… more
- Bank of America (New York, NY)
- …business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the ... is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing… more
- JPMorgan Chase (New York, NY)
- …Affluent team by developing relationships with Product Owners, Fraud / Risk, US Wealth Management , Operations and Branch teams, representing the affluent client ... team is focused on managing the Affluent business and innovating the Private Client program for an increasingly competitive and dynamic customer segment representing… more