Trader Jobs in Rye, NY

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. NatWest Markets (NWM) is the global markets franchise of NatWest Group, the largest business and commercial bank in the UK. We operate from trading hubs in London, Singapore, Stamford, and Amsterdam with sales offices in the UK, the EU, the US, and Asia. Our award-winning US Markets business brings together sales, trading and strategy to offer a unified service to our corporate and institutional clients. We provide clients with seamless execution and competitive pricing, underpinned by a deep knowledge of risk management across the full spectrum of financial products. We have a clear strategy in place which puts clients at the centre of what we do. We are looking to add to our growing Global EM FX team at NWM. This role will be based in Stamford, but you will work closely within the Global pod with teams based in London and Singapore. Your focus will be driving the LATAM NDF franchise alongside exploring untapped opportunities in the wider EM space in that time zone. You will benefit from having access to our Global customer franchise including a strong mix of Corporate, FI, Real Money and Private Fund names. Role Responsibilities: Provide consistent levels of pricing, ensuring that the client pricing capability is consistent with business goals Develop strong EM FX offering across traditional Voice and Electronic venues Develop and implement target client acquisition, penetration and product plans for product / region and client base Increase client connectivity through strategy, communication and client engagement Contribute to the Global EM franchise development, reviewing all flows and market movements across various regions and building strong communication channels with wider teams Conduct regular reviews looking at key flow metrics as well as desk performance and formulate plans to address underperforming areas Contribute to the overall desk trading strategy Ensure that your product area is compliant with dealing authorities, positions and risk limits, as well as our regulators' rules and regulations Escalate any risk breaches or system weaknesses in line with policies, whether this be related to market risk, conduct risk, operational risk or otherwise Role Requirements: Deep understanding of the FX market along with proven knowledge of relevant products Demonstrated ability to work collaboratively with stakeholders and counterparts Outstanding team work and communication skills Strong work ethic and a high degree of initiative Client and solutions experience with relevant client types Proven understanding of the regulatory environment affecting the FX business Experience creating efficiencies and improvements in workflows and processes Bi-lingual in Spanish is a plus Role Qualifications: 5+ years of experience in EM FX Trading expertise, ideally covering Latam NDFs University Degree The expected base annual salary range for this position is $190,000-$210,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review "EEO Is The Law", “EEO is the law- Supplement” & “Pay Transparency Provision” posters here. Hours 40 Job Posting Closing Date: 20/04/2025

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. NatWest Markets (NWM) is the global markets franchise of NatWest Group, the largest business and commercial bank in the UK. We operate from trading hubs in London, Singapore, Stamford, and Amsterdam with sales offices in the UK, the EU, the US, and Asia. Our award-winning US Markets business brings together sales, trading and strategy to offer a unified service to our corporate and institutional clients. We provide clients with seamless execution and competitive pricing, underpinned by a deep knowledge of risk management across the full spectrum of financial products. We have a clear strategy in place which puts clients at the centre of what we do. We are looking to add to our growing Global EM FX team at NWM. This role will be based in Stamford, but you will work closely within the Global pod with teams based in London and Singapore. Your focus will be driving the LATAM NDF franchise alongside exploring untapped opportunities in the wider EM space in that time zone. You will benefit from having access to our Global customer franchise including a strong mix of Corporate, FI, Real Money and Private Fund names. Role Responsibilities: * Provide consistent levels of pricing, ensuring that the client pricing capability is consistent with business goals * Develop strong EM FX offering across traditional Voice and Electronic venues * Develop and implement target client acquisition, penetration and product plans for product / region and client base * Increase client connectivity through strategy, communication and client engagement * Contribute to the Global EM franchise development, reviewing all flows and market movements across various regions and building strong communication channels with wider teams * Conduct regular reviews looking at key flow metrics as well as desk performance and formulate plans to address underperforming areas * Contribute to the overall desk trading strategy * Ensure that your product area is compliant with dealing authorities, positions and risk limits, as well as our regulators' rules and regulations * Escalate any risk breaches or system weaknesses in line with policies, whether this be related to market risk, conduct risk, operational risk or otherwise Role Requirements: * Deep understanding of the FX market along with proven knowledge of relevant products * Demonstrated ability to work collaboratively with stakeholders and counterparts * Outstanding team work and communication skills * Strong work ethic and a high degree of initiative * Client and solutions experience with relevant client types * Proven understanding of the regulatory environment affecting the FX business * Experience creating efficiencies and improvements in workflows and processes * Bi-lingual in Spanish is a plus Role Qualifications: * 5+ years of experience in EM FX Trading expertise, ideally covering Latam NDFs * University Degree The expected base annual salary range for this position is $190,000-$210,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review 'EEO Is The Law', "EEO is the law- Supplement" & "Pay Transparency Provision" posters here.

As a trader in our capital management group, you'll provide transactional support to the Chief Investment Officer, Head of Trading, portfolio managers and analysts, working to devise strategies on how to best execute on investment ideas. You'll lead the trading effort in 1-2 sectors of the fixed income portfolio. Must-have qualifications * Master's degree or higher with at least 3 years of relevant work experience * In lieu of a master's degree, bachelor's degree with at least 5 years of relevant work experience * At least two years of fixed income trading experience Preferred skills * Knowledge of fixed income, bond math, yield curve dynamics, accounting, corporate credit analysis, structured bond fundamentals, macro-economics and market regulations * Ability to independently conduct fixed income research; analysis may focus on individual securities, sectors or the development of quantitative system analytics * Knowledge and understanding to make buy/sell recommendations * Strong relationship building skills with ability maintain relationships with dealers and execute trades * CFA preferred Compensation * $165,000 - $215,000/year depending on position level and experience * Gainshare bonus up to 20% - 80% (depending on position level) of your eligible earnings based on company performance and experience * Participation in our restricted stock units plan Benefits * 401(k) with dollar-for-dollar company match up to 6% * Medical, dental & vision, including free preventative care * Wellness & mental health programs * Health care flexible spending accounts, health savings accounts, & life insurance * Paid time off * Paid & unpaid sick leave where applicable, as well as short & long-term disability * Parental & family leave; military leave & pay * Diverse, inclusive & welcoming culture with Employee Resource Groups * Career development Equal Opportunity Employer Sponsorship for work authorization for foreign national candidates is not available for this position. Share: Apply Now

About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's. Job Description: We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following: ● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb ● Fully automated and proven algorithmic / quantitative trading strategies ● Minimum Sharpe of 3.0+ ● Provide prior 2+ years of historical performance ● Ability to be self sufficient and work from anywhere (location agnostic)

Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match. But there's more work to be done - that's why we need you to join us! Job Description Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets. The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading. We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment. This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities: Market Analysis: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals. Trading Execution: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks. Risk Management: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures. Strategy Development: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes. Collaboration: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management. Technology Utilization: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market. Continuous Improvement: Monitor market developments and industry trends. Qualifications University degree in Mathematics, Economics, Science or similar Proven track record in fundamental analysis of the Power markets Strong analytical and quantitative skills. Proficiency in trading platforms and analytical tools. Excellent understanding of ERCOT market rules and regulations. Ability to make quick decisions under pressure. Strong communication and interpersonal skills. Detail-oriented with strong organizational skills. Coding skills (python) is a plus Additional Information What we offer A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match. This includes: Unlimited learning opportunities at various levels of the organisation The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds. The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”. Being part of a company proudly certified as a ‘Great Place to Work'. Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance. Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.

Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match. But there's more work to be done - that's why we need you to join us! Job Description Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets. The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading. We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment. This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities: Market Analysis : Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals. Trading Execution : Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks. Risk Management : Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures. Strategy Development : Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes. Collaboration : Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management. Technology Utilization : Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market. Continuous Improvement : Monitor market developments and industry trends. Qualifications University degree in Mathematics, Economics, Science or similar Proven track record in fundamental analysis of the Power markets Strong analytical and quantitative skills. Proficiency in trading platforms and analytical tools. Excellent understanding of ERCOT market rules and regulations. Ability to make quick decisions under pressure. Strong communication and interpersonal skills. Detail-oriented with strong organizational skills. Coding skills (python) is a plus Additional Information What we offer A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match. This includes: Unlimited learning opportunities at various levels of the organisation The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds. The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”. Being part of a company proudly certified as a ‘Great Place to Work'. Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance. Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.

A Career with Point72's Securities Lending Team Point72's Securities Lending Team operates within the firm's broader Treasury division, responsible for financing the firm's multiple asset classes by interacting directly with our prime brokers to source liquidity and negotiate financing rates. The team also utilizes data analysis to identify market trends and maximize financing efficiencies. Internally, the group works closely with the execution traders, portfolio managers, Compliance, Tax, Technology, and Operations. Point72 is a global asset manager, trading in a multitude of financial markets around the globe. As a Securities Lending Team member, you'll gain first-hand exposure to these markets while learning about a broad range of asset classes and how they're financed. In the financial markets, no day is the same: you'll encounter new challenges and new situations which will require your assistance in finding solutions. What you'll do Source stock borrow liquidity for our investment teams Manage stock loan allocations and costs on cash and swap positions in the Americas Curate borrow color and analytics for execution traders and portfolio managers, assisting with their investment processes Generate additional yield on the firm's long equity and swap positions Create custom swap baskets to help portfolio managers effectively hedge risk Build, maintain, and leverage relationships with prime brokers and securities lenders Work with the Capital Markets team to source swap capacity and negotiate financing rates on LATAM IPOs/secondary offerings Become a trusted, go-to person for Americas equity financing for portfolio managers, execution traders, and other internal stakeholders Work with Point72's Treasury Technology group to develop analytics, source data, create reporting, and automate workflows Work with Point72's Tax group to understand firm's tax risk and exposure Work with Point72's Compliance group to implement regulatory requirements in conducting the firm's short selling activity at all times Work with Point72's Operations group to effectively allocate positions in order to minimize financing costs Provide backup securities lending coverage for global markets Explore new ways of optimizing financing costs and generating new revenue What's required Bachelor's degree in finance, economics, or a related field preferred Three-plus years of sell-side/ buy-side experience A keen interest in financial markets Attention to detail and strong organization skills Ability to work under pressure in a fast-paced environment A team player with strong interpersonal skills while possessing the ability to work independently Strong math and analytical skills Enjoys problem solving Superior communication skills in order to effectively communicate market color to traders and portfolio managers Basic proficiency in programming (VBA, Python) Strong knowledge of Microsoft Office (Excel, Word, PowerPoint, Outlook) Commitment to the highest ethical standards We take care of our people We invest in our people, their careers, their health, and their well-being. When you work here, we provide: Fully-paid health care benefits Generous parental and family leave policies Volunteer opportunities Support for employee-led affinity groups representing women, people of color and the LGBT+ community Mental and physical wellness programs Tuition assistance A 401(k) savings program with an employer match and more About Point72 Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit **********************

Ensures successful trading by overseeing trading systems, reconciling positions, verifying market data, prices and product lists and monitoring exchange connectivity. Performs functions and activities related to energy trading including but not limited to short term trading, long term trading, real time trading, bidding, and marketing. In addition to transacting in financial and physical energy market with counter parties; Participates in New York Independent System Operator (NYISO) Day Ahead, Real Time energy and ancillary services markets. #LI-VB1 Responsibilities * Execute daily functions required by NYISO as an LSE, Power Supplier, Transmission Customer & Market Participant * Develop, monitor, adjust bids/schedules and forecasts to ensure adherence to strategy, fuel management constraints, contractual obligations & appropriate governance * Review and analyze market conditions to develop & submit bids for all NYPA assets/portfolios on hourly/daily/forward basis * Manage NYPA trading tools as appropriate to reduce NYPA exposure to market volatility * Stay current with NYISO procedures, market issues and reports. Knowledge, Skills and Abilities * Familiar with Wholesale Electricity Market, Fuel Markets and/or associated Financial products. * Basic business, statistical, financial, analytical and reasoning skills * Strong analytical and communication skills * Able to adapt, multitask and work under pressure Education, Experience and Certifications * Bachelor's degree required * Minimum of 2 years of related experience in an analytical role or equivalent combinations of education & experience. * Utility or Energy Company experience preferred Physical Requirements Real Time Traders, ability to work a 24/7 12-hour rotation, holidays and weekends. The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $97000.00-$133100.00. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Equity, Finance, Energy

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

JobID: 210597232 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chappaqua,NY $25.00-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities. This role places a strong emphasis on prospecting and business development, as well as deepening relationships with existing clients. Key Responsibilities: Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions. Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank's client base and revenue. Build and maintain a robust network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth. Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs. Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients. Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk. Skills: Proven experience in business development, with a strong track record of generating and closing new business through prospecting. Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events. Strong business development skills with the ability to build trust with prospects, clients, and professional partners. Expertise in deposit acquisition, treasury management, credit solutions, and other banking products. Exceptional leadership, negotiation, and communication skills. A Business Banker's success is driven by the ability to prospect and develop lasting relationships, close new business, and deepen client engagement. This is an opportunity to make a meaningful impact on the marketplace while contributing to the growth of Capital One. Basic Qualifications: At least 2 years of Business Banking experience Preferred Qualifications: 5 years Business Banking experience Formal credit training At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Melville, NY: $168,700 - $192,500 for Sr. Business Banker Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. What you will do Business Development Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities Relationship Management Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication. Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner. Ensure that regular, tailored investment and relationships reviews occur between client team and client. Risk Management, Credit Quality, and Compliance Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. Maintain all appropriate training and continuing education requirements for licenses and certifications. Must-Have* Bachelor's Degree or equivalent *Minimum 7 years of direct sales experience required. *Minimum 7 years of experience in a financial institution required. Minimum 5 years of new accounts with a strong focus on business development experience required Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act Skills and Knowledge Demonstrated sales abilities with affluent and high net-worth client segments Strong understanding of financial markets and all products and services applicable to high net worth clients. Superior knowledge of credit policies and procedures, and bank operations policies and procedures. Strong interpersonal, verbal, and written communication skills Proficient in technical skills particularly with excel and power point CFP designation or equivalent training highly desirable FINRA Series 7and 63 securities licenses preferred. Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law. ' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. #CA-AP #LI-AP

Primary Responsibilities * Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives * Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight * Prepare Fully-Loaded reporting for the WM branch network * Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc. * Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation * Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners * Additional ad hoc analyses and recurring reporting as necessary Skills required (essential) Qualifications * A high aptitude for numbers and a quick grasp of new applications and technology * Must be willing to learn, grow and remain agile * Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions * A desire to work in a team-based environment and contribute as a team player * Extremely proficient with both Microsoft Excel & PowerPoint * Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred. * Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus. Skills required (essential) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between $75,000 and $105,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. + Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + Ensure strong controls and effective operational and administrative services. + Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage capabilities and share expertise. + Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. + Persevere in delivering what is promised, even when obstacles arise. + Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. + Understand the broad array of products and services under the Citi umbrella. + Apply an in-depth level of knowledge in key investment and financing products. + Develop expertise to identify business opportunities and address the unique needs of specific client segments. + Keep abreast of financial industry developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. + Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Greenwich Connecticut United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 30, 2025 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** . View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-sells bank products and services with the goal of deepening relationships. Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of working face-to-face with customers to address complex financial needs and technologically savvy as it relates to bank services. Primary Responsibilities: Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors. Evaluates and identifies financial needs and presents appropriate products/services to meet those needs. Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.) Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.) Participates in branch activities and events planned by Branch Management. Focus on achieving individual and team goals. Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities. Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures. Competently and confidently teaches and demonstrates self-service options to customers. Additional Responsibilities Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures. Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests. Promotes the security and safety of all employees and customers by complying with the Security Program. Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures. Participates in business development efforts as assigned. Assists in other areas of the bank/branch as required. Job Requirements: High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR; College degree, with a minimum of one year of banking, retail, or equivalent experience. Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times. Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods. Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.). Cash handling experience preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.