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Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform.
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Desk is inundated with mandates to deliver on, within the Hedge Fund, Asset Management and Investment Banking space. Their client base is predominantly in hedge funds, asset managers, prop trading houses and investment banks, with partnerships with top firms like Citadel, Hudson River Trading, J.P. Morgan, Barclays, and Morgan Stanley.
$70,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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The opportunity The Sector Compliance Team focuses on services to financial organizations that address SEC, CFTC, FINRA, NFA OCC and other regulatory requirements for retail and institutional broker dealer compliance, capital markets, banking, swap dealer trading, investment management and investment advisor compliance.
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Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
$80,000 - $155,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Minimum 7 years' experience in financial services communications, with expertise in areas such as investment banking, corporate reputation management, and thought leadership.
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5+ years of related experience in an FP&A role; ideal industries include: Law Firm, Financial Services / Investment Management firms. CFS New York is currently working with a Law Firm that specializes in securities fraud in Midtown Manhattan who are looking for their next Senior Financial Analyst to help grow the team.
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Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America.
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Deep knowledge of workflows across portfolio management, research management, order management, trading, compliance and operations for institutional investment managers. Our goal is to offer the most scalable asset management technology in the market that allows clients to grow assets on existing investments and to quickly expand into new asset classes, markets or investment styles on a fully hosted platform, without disruption.
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Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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As a Vice President in the North America Prime Financial Services Business Management role within the Corporate and Investment Banking (CIB) Equities / Finance & Business Management team, you will be tasked with the responsibility of supporting the Prime Financial Services business and providing local support to senior leadership in the region.
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Liaise with key stakeholders across business teams to write, copy edit, publish content and messaging targeted to advisors and clients covering wealth management, financial planning, and other investment-related topics with an emphasis on incorporating email marketing best practices to optimize positioning thereby maximizing engagement.
$72,500 - $109,500ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Responsibilities:The Tax Partner / Senior Manager will be responsible for tax planning, research and compliance for clients in the Financial Services industry, specifically hedge funds, investment partnerships and other financial related companies.
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TDA Investment Group is an institutional real estate management firm providing asset, property and development management, portfolio management, acquisition, research and valuation services for its pension fund and institutional clients.
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financial services investment management jobs Title: financial in New York, Moapa, Nevada
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