- JPMorgan Chase (New York, NY)
- …of complex investment products + Support coordination of sales effort with Capital Advisors , Trust Officers and Wealth Advisors Focus on qualified purchaser ... clients and act as primary resource for investment communication + Build excellent working relationships with internal clients + Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance to… more
- JPMorgan Chase (New York, NY)
- …of complex investment products + Support coordination of sales effort with Capital Advisors , Trust Officers and Wealth Advisors Focus on qualified purchaser ... clients and act as primary resource for investment communication + Build excellent working relationships with internal clients + Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance to… more
- Wellington (New York, NY)
- …portfolio management teams as we expand and deepen relationships with financial advisors , wire houses, and global financial institutions in the United States. The ... including experience marketing to home offices, research/investment teams, and financial advisors + Familiarity of the regulatory and legislative landscape of the… more
- Neuberger Berman (New York, NY)
- …class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger ... 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
- Citigroup (New York, NY)
- …our offering, investment products and Programs to both Citi Wealth Financial Advisors /Investors and ultimately to their clients. This role will report to the ... Core understanding of US regulations including (ex:SRO/ FINRA requirements, Investment Advisors Act, Regulation Best Interest, Reg 9/ Fiduciary requirements, Federal… more
- Deloitte (New York, NY)
- …the resources, tools, assets, and approaches they need to be world class advisors , implementors, and operators. We are looking for people who are passionate about ... complex services pursuits that are driven for clients by third a party advisors and law firms + Diverse network, with knowledge of cross-industry and cross-portfolio… more
- MTA (New York, NY)
- …Is held accountable for overseeing and evaluating consultants' performance, including Municipal Advisors , Swap Advisors and Independent Engineer for MTA Bridges ... & Tunnels: + Observing the work performed by the contractor/ consultant; + Reviewing invoices and approving them if the work has contractual standards; + Addressing performance issues with the contractor when possible; and + Escalating issues to other parties… more
- SitusAMC (New York, NY)
- …to formulate new business plans, assembling a team of third-party operators/ advisors /consultants to execute and engaging with external stakeholders to drive asset ... value-creation, stabilization and disposition) + Work with third-party operators, agents, and advisors to develop and execute tailored business plans for each asset… more
- DePaula Chevrolet, Inc (Albany, NY)
- …oriented professionals who are interested in a sales focused role as Service Advisors . Automotive Service Advisors act as the point of communication between ... the customer and technicians within our service department. If you have experience in sales or customer service and want to start your career in the automotive industry then do not hesitate to apply today! Responsibilities: Greet customers and answer incoming… more
- Bank of America (New York, NY)
- …the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are ... strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way. + Strong presentation skills… more