Develop and manage HNW and UWHN client relationships Drive new client acquisition Cultivate COI relationships Implement clients' management strategy and financial plan. Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in line with planning objectives. Assemble and lead the client team that serves the client i.e. po

The Wealth Management Service and Operations Manager is responsible for overseeing and managing the securities operations department. This department plays a crucial role in processing, settling, and reconciling securities transactions, ensuring compliance with regulations, and providing operational support to various stakeholders within the bank. The Wealth Management Se

Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry leading technology, all within an environment that values your contributions and supports your professional gr

Risk Management Ensure that we can execute contracts profitably by managing risk associated with Key Performance Indicators (KPI's), Performance Guarantees, Scope, Costs, etc., particularly for multi region projects Ensure that we manage risks and execution per our Delegation of Authority (DOA); DOA Ownership & Documentation including Salesforce.com Deal Management tools

About Us How many companies can say they've been in business for over 177 years?! Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast paced world, meeting it with cutting edge of technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solu

We invite you to review our current professional staff openings to learn about the opportunities available across the firm. We are seeking a Client Accounting Alternative Fee Agreements Analyst to join our Firm. This position will be based in our New York office (hybrid). In this role, you will review and analyze documents and data, execute projects, capture data and synt

Sells commercial loan products to prospects in an effort to meet or exceed annual production goal standards set for a Relationship Manager Submit call reports to AVP of Commercial Lending as needed or required Cross sells additional Suffolk Credit Union business and non business services as appropriate Presents business loan credit memos to the credit union's Management L

Staff Attorney (Temporary), Immigrant Opportunity Initiatives (IOI) Immigration Law Unit Jun 7, 2024 The Legal Aid Society's Civil Practice is seeking a Temporary Staff Attorney to join the citywide Immigration Law Unit's Immigrant Opportunities Initiative (IOI) team. This is a temporary position for 1 year. The IOI team provides low income New Yorkers with free comprehens

Sumitomo Mitsui Banking Corporation is hiring a Corporate & Investment Banking Vice President within thePower & Utilities industry with a focus on providing creative financing solutions to corporate clients. This role is responsible for origination efforts for both existing and prospective clients, managing and elevating client relationships, generating new business, and

Fixed Income Capital Markets Summer Analyst Program Our 9 week program provides undergraduates with a hands on introduction to fixed income sales, trading, and research. As a contributing team member, you will get real world experience and be fully immersed in the day to day business activities of one of the world's largest financial institutions. You will work alongside

include Bring a common sense and practical approach to all market risk related issues, as well as an understanding of the firm's many investment strategies and products Monitor investment and market risk across portfolios and asset classes Support daily risk review processes, including limits monitoring and related escalation procedure Review and record all risk determinat

Operations Specialist, Senior Rater Hybrid Job Locations US NY NEW YORK Job ID 2024 3703 Category UW Operations Type Regular Division Seneca Crum & Forster Company Overview Crum & Forster (C&F) with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a fi

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. As a subsidiary of Sun Life, weare alignedwith one of the world's leading financial services comp

At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy

Advising deposit taking businesses across the firm on the development of new products and services Drafting and negotiating transaction documents for deposits products Monitoring legal, regulatory, and market developments, including participating in advocacy on proposed rules and engaging with trade associations Working with businesses and support functions to develop pol