- JPMorgan Chase (New York, NY)
- …to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary ... services. + Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. + Serve as the primary liaison between JPMA and… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Bank of America (New York, NY)
- …and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and investment management ... to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates** **Creates analytical reports for… more
- JPMorgan Chase (Brooklyn, NY)
- …commitment to diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...proven track record of developing and coaching high performing Advisor team + Ability to travel 50% of the… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... for pipeline management and demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or AWS migration projects to deliver… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... impact or influence on the company. This role is not a manager . **Responsibilities:** + Ensure compliance with employment laws and regulations; Provide counsel… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive investment product… more
- Citigroup (New York, NY)
- …not a manager . **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic joint ... position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor :** Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… more
- Anywhere Real Estate (Buffalo, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… more