- Guardian Life (Holmdel, NJ)
- As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth ... and setting up standing ACH instructions + Monitor an agency 's book of business through management of...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able… more
- Citigroup (New York, NY)
- …Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect ... clients, market participants, and internal partners (Sales, Product, Transaction Relationship Management , Operations & Technology) to understand evolving client… more
- Guardian Life (Holmdel, NJ)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong… more
- Guardian Life (New York, NY)
- …news stories, and how Guardian can participate in the conversation + Experience in Wealth Management , Investments, Finance & Risk Management **You will:** + ... businesses' day-to-day external communications initiatives and support relevant team operations . **You are:** A detail-oriented communicator with experience supporting… more
- Citigroup (New York, NY)
- …+ Prepare market commentary for prospective and existing clients, as well as management reporting. + Interface with operations , technology, and account ... ** Agency Securities Lending Trader - Securities Finance -...their portfolio returns through intrinsic value securities lending, liquidity management , and collateral optimization. Citi's key strengths include unsurpassed… 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 ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- US Bank (New York, NY)
- …environment. **Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration teams for all ... members of the US Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the enterprise. **Location Expectations**… more
- City National Bank (New York, NY)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial closing review of accounts submitted to the… more
- Live Nation (New York, NY)
- …and memoranda to internal and external clients and presentations to senior-level management , and help maintain the infrastructure, records, and internal systems of ... experience working for a law firm or corporation (merchandising company, licensing agency , etc.) negotiating and drafting agreements related to the inbound and… more