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Relationship Manager Senior
City National Bank - New York, NY
RELATIONSHIP MANAGER SENIOR Park Avenue Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consi...
Client Relationship Manager
Stifel - New York, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Community Lending Mortgage Banker
City National Bank - New York, NY
COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage...
Head of Wealth Management Compliance City National Bank
City National Bank - New York, NY
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank a...
Manager, Customer Success
Intralinks - New York, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Account Manager
Applied Industrial Technologies - Farmingdale, NY
Account Manager - Account representatives – don't pass up this opportunity for a great new job that combines client management with a consultative sales process for a global industrial distribution company. Partnering with 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industri...
Senior Software Engineer
SS&C Technologies - New York, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
PERSONAL BANKER
Valley Bank - Jericho, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
Portfolio Manager III- Entertainment & Sports Banking
City National Bank - New York, NY
PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM *Music Sector WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team with a focus on the music sector. This i...
Incident and Crisis Management Lead
Valley Bank - New York, NY
Responsibilities include but are not limited to: Maintain and update Valley Bank's Incident & Crisis Management (ICM) plan, policies, and documentation in alignment with industry standards and regulations. Lead and coordinate cross-department ICM teams, including activation of the framework during emergencies and providing 24/7 support when required. Conduct risk asse...
Client Relationship Manager
Stifel - Garden City, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Registered Client Service Associate
Stifel - Garden City, NY
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Retail Key Holder PT
SalonCentric - Wantagh, NY
SalonCentric Key Holder – PartTime Do you have a passion for people and delivering exceptional customer service? Do you seek out exciting new products and training opportunities to become an expert in the hair and beauty industry? Do you love hair and beauty products? If you answered YES, apply today for our Retail Sales Associate Position! SalonCentr...
Treasury & Portfolio Finance Analyst (LH BPO)
SS&C Technologies - New York, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
