• 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 ... set up and accounting conversion implementation *Identifying and implementing solutions to problems (accounting, operations, investor service ) *Leveraging firm… more
    Upward (06/30/25)
    - Save Job - Related Jobs - Block Source
  • BNY Mellon (New York, NY)
    …maintaining open communication channels *Anticipate problems and proactively develop solutions *Manage relationships with client -facing teams *Lead trainings ... Senior Vice President, Client and User Researcher At BNY, our culture...tools such as Qualtrics, Medallia, Foresee, etc. *Experience in securities or financial services industry is a… more
    Upward (06/22/25)
    - Save Job - Related Jobs - Block Source
  • Houlihan Lokey, Inc. (New York, NY)
    …region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 ... global investment bank with expertise in mergers and acquisitions, capital solutions , financial restructuring, and financial and valuation advisory. Houlihan Lokey… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Morgan Stanley (Jersey City, NJ)
    …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees ... Stanley Wealth Management (WM) Marketing department focuses on creating strategies and solutions that help foster client and segment engagement, supporting… more
    Upward (06/25/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Jersey City, NJ)
    …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining … more
    Upward (07/17/25)
    - Save Job - Related Jobs - Block Source
  • Citigroup, Inc. (New York, NY)
    …business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
    Upward (07/03/25)
    - Save Job - Related Jobs - Block Source
  • Innova solutions (New York, NY)
    A client of Innova Solutions is immediately hiring for a Financial Regulatory Reporting Specialist Position type: Contract Duration: 12+ Months Location: New ... Services Partner with 100+ certifications Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of… more
    Upward (07/17/25)
    - Save Job - Related Jobs - Block Source
  • Tephra (New York, NY)
    solutions , coordinate and develop cross consulting opportunities and complete our Client 's services solutions within the account. Candidate will also ... industry domain experience to solve business issues. *Leverage best practices from other client solutions and delivery *Create business access to non IT… more
    Upward (07/02/25)
    - Save Job - Related Jobs - Block Source
  • DTCC (Jersey City, NJ)
    …world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global ... that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits:… more
    Upward (07/21/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (New York, NY)
    Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities more
    Upward (07/02/25)
    - Save Job - Related Jobs - Block Source
  • Blackstone (New York, NY)
    …at ###@Blackstone.com. Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if ... - communicate any issues and help come up with solutions Assisting with ad hoc projects and system implementations...preferred Audit experience is preferred Experience in the financial services is preferred Strong Excel skills preferred The duties… more
    Upward (06/24/25)
    - Save Job - Related Jobs - Block Source
  • Goldman Sachs, Inc. (New York, NY)
    …focused on bespoke solutions (PB+). PB Risk and Underwriting provides services including financing, securities lending, execution and clearing, custody and ... settlement, capital introduction, consulting services to hedge funds, institutional clients, market makers, brokers....robust. Our PB+ team leads the development of new client solutions and facilitates bespoke client more
    Upward (07/02/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (New York, NY)
    …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... all aspects of the business; strategy, controls, people and performance Manage the client agenda, establishing a cadence for account plans, review client more
    Upward (06/29/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Jersey City, NJ)
    Job Description JPMorgan Chase & Co. is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a ... leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private… more
    Upward (07/07/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (New York, NY)
    …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... houses in terms of companies covered. Senior analysts serve three different " client " constituencies in their career: the companies in the sectors they follow;… more
    Upward (06/22/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (New York, NY)
    …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... you will play a pivotal role in developing and executing innovative commodity-linked solutions . You will support senior members of our team, working closely with our… more
    Upward (07/13/25)
    - Save Job - Related Jobs - Block Source
  • Securities Services - Client

    JPMorgan Chase (New York, NY)
    …a pivotal role in driving client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure ... forums. **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund… more
    JPMorgan Chase (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Commercial & Investment Bank Securities

    JPMorgan Chase (New York, NY)
    …program 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 ... participate in three ten-month rotations, covering areas such as Client Services , Product Development and Product Management....establish a strong foundation in the key disciplines of Securities Services so that you will be… more
    JPMorgan Chase (07/04/25)
    - Save Job - Related Jobs - Block Source
  • Securities Services - Global Head…

    JPMorgan Chase (New York, NY)
    …JP Morgan's Commercial & Investment Bank, a global leader in banking, markets, securities services , and payments, where you will lead groundbreaking solutions ... achieve business objectives. + Shape the future of balance management and projections for Securities Services clients. + Lead as the subject matter expert on… more
    JPMorgan Chase (07/17/25)
    - Save Job - Related Jobs - Block Source
  • Director, US Markets Compliance Advisory, TD…

    TD Bank (New York, NY)
    …Banking Compliance team. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + ... programs, policies and practices globally for Investment Banking Compliance within TD Securities (USA) LLC. + Ensure comprehensive and robust policies and procedures… more
    TD Bank (07/05/25)
    - Save Job - Related Jobs - Block Source