• Wealth Management Finance

    Morgan Stanley (Purchase, NY)
    …and other Morgan Stanley sponsored benefit programs. **Job:** ** Finance * **Title:** * Wealth Management Finance Balance Sheet Controllers, ... providing a wide range of investment banking, securities, investment management and wealth management services....advisor to Morgan Stanley's various businesses and its senior management team. Finance is responsible for overseeing… more
    Morgan Stanley (04/11/24)
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  • Wealth Finance - FP&A Lead Analyst…

    Citigroup (New York, NY)
    …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... all Citi clients. The role reports into the Lead Finance Officer of Wealth Products, and works...Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in… more
    Citigroup (05/02/24)
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  • Director, Business Development Officer- (Schwab…

    Charles Schwab (New York, NY)
    …can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth ... service with a complimentary suite of benefits including a team of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker.… more
    Charles Schwab (04/14/24)
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  • Finance Manager

    S&P Global (New York, NY)
    …use):** 11 **About the Role:** **The Team:** You will be joining a Finance team that provides decision support services to the Commercial organization, helping them ... planning & analysis cycle, including monthly close, budgeting, forecasting and finance business partnering with the Commercial Organization. The role reports to… more
    S&P Global (04/28/24)
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  • Balance Sheet Mgmt Group Mgr - C14

    Citigroup (New York, NY)
    …degree or equivalent experience + Master's degree preferred **Job Family Group:** Finance **Job Family:** Balance Sheet Management **Time Type:** ... Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial...of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to… more
    Citigroup (04/12/24)
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  • Associate Director, Relationship Management

    S&P Global (New York, NY)
    …Level (for internal use):** 11 **The** **Role:** Associate Director, Relationship Management **The Team:** The S&P Global Corporate Commercial Team is responsible ... industries . Work for a great organization with just the right balance between drive for excellence, challenging projects, and access to hands-on learning… more
    S&P Global (04/15/24)
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  • ISG Resource Management Analyst/ Associate

    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 ... secured funding, liquidity, collateral management , margin optimization, CCP relationship management and managing capital / balance sheet / liquidity across… more
    Morgan Stanley (04/25/24)
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  • VP, Data Product Management

    Broadridge Financial Solutions (Newark, NJ)
    …along the way, come join the Broadridge team. The VP, Data Product Management will be responsible for designing, curating, and delivering a range of Enterprise ... our Master Data strategy and will establish our data management operating model which will ensure the highest level...technology professionals and work closely with senior members of Finance , Technology and Business to ensure that our data… more
    Broadridge Financial Solutions (04/21/24)
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  • Corporate Lending Product Control, Director/AVP

    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 ... a critical role as advisor to Morgan Stanley's various businesses and its senior management team. *_Team Profile:_* The Corporate Lending Finance team is part of… more
    Morgan Stanley (04/18/24)
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  • Corporate Treasury Legal Entity Strategy - Vice…

    Morgan Stanley (New York, NY)
    management , and change management principle > A foundation in finance , accounting, or capital markets. Experience with balance sheets and financial ... *Team Profile:* Corporate Treasury provides corporate finance advisory service to senior management ...providing a wide range of investment banking, securities, investment management and wealth management services.… more
    Morgan Stanley (03/26/24)
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  • Institutional Securities Group FP&A, Vice…

    Morgan Stanley (New York, NY)
    …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides ... business unit and the ISG CFO. *Department Profile:* The Finance Division reports to the Chief Financial Officer and...and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with… more
    Morgan Stanley (02/29/24)
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  • Advisory Financial Services Risk, Data…

    Deloitte (Stamford, CT)
    …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private… more
    Deloitte (04/03/24)
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  • Fixed Income Product Control, Vice President

    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 ... an important part of our culture. Department Profile The Finance Division reports to the Chief Financial Officer and...and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with… more
    Morgan Stanley (04/18/24)
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  • Senior Accounting Analyst

    Tradeweb (Jersey City, NJ)
    …ability to communicate financial information in a concise and accessible manner to non- finance personnel and management + Knowledge of SEC and FINRA regulations ... seeking a Senior Accounting Analyst to join our growing Finance & Accounting department. This candidate will be responsible...data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb… more
    Tradeweb (04/03/24)
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  • Associate, Technology Corporate Banking - San…

    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 ... rich history as a trusted bank with a strong balance sheet, high credit quality, and a 190-year legacy,...a full range of investment banking, credit, and risk management products and services relevant to our clients' financing… more
    Scotiabank (04/30/24)
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  • Business Relationship Manager Senior Acquisition-…

    JPMorgan Chase (New Hyde Park, NY)
    …relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new ... the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
    JPMorgan Chase (02/07/24)
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  • Business Relationship Manager I- Officer

    JPMorgan Chase (New York, NY)
    …clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending, Branch Teams) to connect clients with ... circumstances of their businesses. + Use knowledge of business, finance , banking, credit, and risk management to...to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests… more
    JPMorgan Chase (05/03/24)
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  • Advisory Financial Services Risk, Data…

    Deloitte (Stamford, CT)
    …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... process improvement, operating model design and implementation, risk assessment and management , and controls testing engagements across three lines of defense +… more
    Deloitte (04/03/24)
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  • Business Relationship Manager Senior Deepening-…

    JPMorgan Chase (New York, NY)
    …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... circumstances of their businesses. + Use knowledge of business, finance , banking, credit, and risk management to...judgment and navigates ambiguity to get things done. + Balance needs of clients with associated risks and interests… more
    JPMorgan Chase (05/03/24)
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  • Head of US Unsecured Lending

    Citigroup (New York, NY)
    …Citibank serves as a trusted advisor to our retail, mortgage, small business, and wealth management clients at every stage of their financial journey. Our ... installment lending. + Work closely with cross-functional teammates, including Portfolio management , Risk Management , Analytics, Finance , Marketing, Client… more
    Citigroup (04/19/24)
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