- KeyBank (Tarrytown, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,...new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor… more
- JPMorgan Chase (New York, NY)
- …Broad understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management , especially the distribution and investment businesses. + ... you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, and assisting… 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 ... inquiries and/or issues + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… 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 provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth … 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
- 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 ... GFICC and will report to the GFICC US Business Management lead. The candidate will possess a passion for...and Technology. As a Global Fixed Income Business Manager Associate within the GFICC group, you will be a… 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 ... you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer...in the office is to be determined by your management team. Any changes to this work arrangement must… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Treasury Management Officer - FinTech and Payment Service Providers...In this role, you will serve as a trusted advisor and single point of contact for clients, building… more
- Broadridge Financial Solutions (New York, NY)
- …BTCS accelerates its growth across the Americas, our Senior Director of Account Management will play a pivotal role in deepening relationships with our existing ... the business. Key Responsibilities: + Lead and execute all aspects of account management and sales strategy for domestic and global clients, with full responsibility… more