- Bristol Myers Squibb (New York, NY)
- …transactions including any business changes occurring globally, partnering with external advisors when needed. + Advise and partner with other stakeholders across ... + Support the foreign markets in managing relationships with external tax advisors and local tax authorities. + Support the development and implementation of… more
- Tompkins Community Bank (Mount Kisco, NY)
- …new clients and introduce them to services provided by Tompkins Financial Advisors . + Foster relationships with centers of influence and community organizations. + ... strategies. + Promote a collaborative and growth-oriented team culture. + Mentor junior advisors and support staff to build skills and confidence. + Share expertise… more
- Neuberger Berman (New York, NY)
- …and federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors , Portfolio Managers, Operations, and clients. + **Client Support** : Offer daily ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more
- Arena Investors LP (Purchase, NY)
- …commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors , LLC ("Quaestor") is an affiliated Special Servicer, which provides mid ... committee presentations *Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation *Help to structure… more
- Citigroup (New York, NY)
- …for creating guided workflows that support flexible portfolio construction, enabling advisors to utilize institutional-quality models with the ability to customize ... the field. By designing intelligent workflows, the Director will allow advisors to receive pre-built, home office-approved proposals aligned with investment outlooks… more
- JPMorgan Chase (New York, NY)
- …within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our mandate is to curate the investment product ... enhancements you curate, you will improve the day-to-day experience of our advisors while delivering investment products to help clients achieve their life goals.… more
- Bank of America (Rochester, NY)
- …As part of our commitment, we are looking for the next generation of Financial Advisors -those with a passion for growing a long-term career and a drive to make our ... to connect with experts including small business consultants, mortgage lenders and investment advisors . We're a culture that * Believes in responsible growth and has… more
- Citigroup (New York, NY)
- …businesses and internal teams, as well as externally, with counterparties and advisors in the marketplace. **Responsibilities:** + Participates in various aspects of ... of strategic transaction targets, contacting prospective targets or their professional advisors to discuss opportunities + Assists in developing financial models and… more
- JPMorgan Chase (New York, NY)
- …to broker-dealers, insurance companies, asset managers, banks and registered investment advisors . These investment capabilities include US and non-U.S. mutual funds, ... and investment professionals throughout the firm. + Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct… more
- Wellington (New York, NY)
- …of creating and executing successful social media campaigns targeting financial advisors , distribution partners, and related audiences. This role demands a strategic ... organic social media plan that aligns with business goals, activates financial advisors and drives engagement with content. + **Content Creation:** Partner with… more