- KeyBank (Tarrytown, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,...and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. +… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- Foresters Financial Services (Westbury, NY)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... Sales Support Associate Sales Westbury, New York Apply Description What...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Supervision-Manager\_25032095) **Job Description:** Merrill Wealth Management is a leading ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer, Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Treasury Management Officer, Global Transaction Banking - New York**… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management has a new opening for an Associate Business Manager in the Global Fixed Income, Currency and Commodities (GFICC) group in New ... and Technology. As a Global Fixed Income Business Manager Associate within the GFICC group, you will be a...within the GFICC group, you will be a trusted advisor to Business/Group Heads, assisting in identifying, escalating, and… more
- JPMorgan Chase (New York, NY)
- …Solutions team, you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, ... understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management, especially the distribution and investment businesses. + Exceptional… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... Adobe Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are… more
- Principal Financial Group (Albany, NY)
- …to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as ... + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more