- Capital One (New York, NY)
- …a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine ... through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains,...teams, come join us in our mission to change banking for good. Key responsibilities: Articulate and evangelize a… more
- JPMorgan Chase (New York, NY)
- …region.The Private Wealth Alternatives Internal Client Advisorwill drive financial advisor engagement across wire houses, private banks, RIAs, independent ... Private Wealth Alternatives in the US is a...for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence. + Coordinate… more
- US Bank (New York, NY)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- Citizens (White Plains, NY)
- …you'll deepen relationships with your clients by collaborating with peers across banking , lending and investing, helping them with short- and long-term financial ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell... Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Bank of America (New York, NY)
- Private Client Advisor New York, New...centers of influence **Required skills:** + 10+ years of private banking or complex financial services experience ... to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.… more
- JPMorgan Chase (New York, NY)
- …Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors ... a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Citizens (New York, NY)
- …bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning ... Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net...how to present the breadth of Citizens solutions across banking , lending, and partner with the Advisor … more
- HSBC (New York, NY)
- **Description** **VP - Technology, Media & Telecom ("TMT") Investment Banking , HSBC Securities (USA) Inc., New York, NY:** Responsible for the creation and delivery ... overall contribution to the further development of a successful TMT Investment Banking franchise in the Americas. Understand client needs and deliver innovative… more
- M&T Bank (New York, NY)
- …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- New York State Civil Service (New York, NY)
- …10+ years' experience. Preferably managing public finance within public and private sectors, municipal public/ private banking experience, experience ... NY HELP No Agency Empire State Development, NYS Title Senior Advisor Financial Strategies Occupational Category Other Professional Careers Salary Grade NS Bargaining… more
- Deloitte (New York, NY)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... consulting and compliance services to a clients in the banking and financial services industries. You will work directly...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- CIBC (New York, NY)
- …company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware Trust Company, a limited purpose Delaware trust company. PWM ... and independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of… more
- CIBC (New York, NY)
- …3 years related experience + Demonstrated knowledge of capital markets, investment banking , private /public debt and equity capital markets, trade finance, ... These activities support CIBC's leading position in the loan markets as an advisor and debt arranger for core clients, both for corporate and structured financings.… more
- JPMorgan Chase (White Plains, NY)
- …will provide client service, operational marketing and administrative support to primarily Private Client Advisor (s) within JP Morgan Wealth Management **Job ... responsibilities** + Aid the Advisor (s) by building and maintaining client relationships and assisting...+ Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is… more
- Bank of America (New York, NY)
- Registered Private Wealth Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... power to make a difference. Join us! **Job Description:** The **Registered Private Wealth Client Associate** is responsible for providing client service support to… more
- JPMorgan Chase (New York, NY)
- …own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team committed to building client ... means joining a collaborative, supportive team. As a future Advisor you'll work with our team of advisors and...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Deloitte (New York, NY)
- …organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Citigroup (New York, NY)
- …Bank Analyst, Banker, Private Banker Senior Lead or related position involving Private Banking . 5 years of experience must include: Wealth and asset ... maintain a book of ultra-high net worth clients. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters ranging from… more
- HSBC (New York, NY)
- …York, NY:** Support Managing Directors in the Consumer and Retail sector investment banking team in the following areas: coverage of high priority Consumer and ... (M&A) and capital markets transactions; relationship building with certain commercial banking clients; and collaboration with the Financial Sponsors Group on… more
- Deloitte (New York, NY)
- …Transformation practice serves the full spectrum of financial services sectors including banking , private equity, hedge funds, real estate funds, mutual funds, ... + 5+ years' experience in financial services tax compliance: banking , private equity, hedge funds, real estate...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor… more
