- 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
- Federal Emergency Management Agency (New York, NY)
- …sites. All positions are subject to recall around the clock for emergency management operations , which may require irregular work hours, work at locations ... for the Risk MAP Program, in addition to all FEMA Programs across the agency in Mitigation, Response and Recovery. Responsibilities What will I do in this position… more
- TD Bank (Florham Park, NJ)
- …individual performance metrics + Requires knowledge of the business, banking and bank operations + Requires process management knowledge and knowledge of the ... growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees...and services as well as an understanding of Store operations and security + Proven ability to manage competing… more
- Guardian Life (New York, NY)
- …**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
- 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
- Citigroup (Jersey City, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi enables clients to achieve their strategic ... around 200,000 transactions daily and provides real time position , risk management capabilities. It has connectivity to 60+ electronic trading venues and 20+… 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