3 financial solutions advisor jobs found in New York

Chase Auto is a leading provider of auto financing to dealers, consumers, and manufacturers, with a portfolio of more than ＄ 80 billion in assets and relationships across 75% of U.S. franchised automotive dealers. The Commercial Solutions group delivers a full suite of commercial banking solutions for auto dealers, including Treasury Services, floorplan, real estate and acquisition financing, liquidity management, and other banking solutions. In this role, you’ll shape the analytics strategy that helps us deepen dealer relationships, improve sales effectiveness, and identify new commercial growth opportunities. You’ll partner with senior leaders across Product, Technology, Sales, Finance, Risk, and Data to deliver scalable capabilities and actionable insights. If you enjoy building high-performing teams and translating complex data into clear business decisions, this is a high-impact leadership opportunity. As the Head of Commercial Solutions Analytics in Chase Auto Commercial...

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.   Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P. Morgan Workplace Solutions team.  The role leads the strategy that converts stock plan key moments (e.g. RSU vestings)...

  Lending Professionals partner with clients to align credit needs with the bank’s lending solutions, taking a strategic, long-term approach that supports clients across market cycles. The role works closely with Lending Advisors, Credit, and internal/external stakeholders to originate, fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client experience. Key Responsibilities Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities. Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners. Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties (e.g., family office reps, notaries, couriers, borrower’s counsel). Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio...