- AECOM (New York, NY)
- ** Company Description** **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, ... Services and will perform the following: Serve as top advisor on projects of large scope and complexity and...direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and… more
- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) +...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals....a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and...trusts, wills and other documents to determine whether the company can serve in a fiduciary capacity. + Plans… more
- Amazon (New York, NY)
- …on building and nurturing C-Suite relationships while serving as a trusted advisor throughout the sales journey. You will own end-to-end sales strategy development, ... principle of Learn and Be Curious and position yourself as a trusted advisor . Your ability to demonstrate clear ROI to executives (internal and external), maintain… more
- JPMorgan Chase (New York, NY)
- …account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. + ... of hire. **Preferred Qualifications, Capabilities, and Skills:** + Experience with Advisor /Banker compensation plans and incentive structures. + Ability to build and… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (New York, NY)
- …across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence. + Inform product ... of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more