- Thrivent Financial (New York, NY)
- …as business development, marketing, technology, engagement, and experienced advisors -as you build your business. Desired Characteristics Our culture ... generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside… more
- Neuberger Berman (New York, NY)
- …York office. **Responsibilities** + Support of Alternatives Specialist Team and Client Advisors in all aspects of registered PE fundraising across US financial ... Fund, including the Private Markets Investment Team, Sales Management, Client Advisors , and Marketing. + Present Neuberger's private equity platform, specifically… more
- JPMorgan Chase (New York, NY)
- …Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors , enhancing and maintaining our products, while providing them with best in ... industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our… more
- JPMorgan Chase (New York, NY)
- …Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors , enhancing and maintaining our products, while providing them with best in ... platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the...managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have… more
- Raymond James Financial, Inc. (New York, NY)
- …sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch locations within a specified geographic region. + Manages the ... trust accounts to individuals who are not Raymond James affiliated Financial Advisors from any geographic region. + Performs public speaking at seminars designed… more
- JPMorgan Chase (New York, NY)
- …the charge in promoting our cutting-edge alternative investment products to financial advisors . As a Private Wealth Alternatives Marketing Director on the Asset & ... marketing strategies to promote our alternative investment products to US financial advisors . You will collaborate with a forward-thinking team to craft impactful… more
- Foresters Financial Services (Westbury, NY)
- …and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial ... advisor network in the nation by number of advisors , as well as a leading provider of retail...its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and… more
- M&T Bank (New York, NY)
- …distribution needs. + Communicate regularly with the client team (Custom Credit Advisors , Investment Advisors , and Commercial and Business Bankers, etc.) ... retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs.… more
- SUNY Geneseo (Geneseo, NY)
- …+ Confer degrees in Banner and archive final Degree Works audit; work with advisors to secure waivers as necessary + Provide customer service within the Registrar's ... Office of Accessibility Services, etc.). Review all graduation applications and email students/ advisors with next steps; analyze degree audits and graduation data to… more
- Neuberger Berman (New York, NY)
- …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, ... for existing and prospective clients, some traveling to see clients and advisors and ad-hoc administrative and project work. **Primary Responsibilities:** + Support… more