- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;...vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base… more
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Bank of America (New York, NY)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- Foresters Financial Services (Westbury, NY)
- …across the country. Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as… more
- Citigroup (New York, NY)
- …who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play ... relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at… more
- City of New York (New York, NY)
- …seniors, and social services. The Corporate Secretary reports to the Special Advisor for Corporate Governance and Audit. Responsibilities include, but are not ... accordingly to ensure compliance. - Coordination with the Special Advisor for Corporate Governance and Audit, serving as an...NYCHA residents are encouraged to apply. 3. NYCHA provides benefits that include a choice of medical coverage plans,… more
- TEKsystems (New York, NY)
- …traditional management responsibilities and positions you as a strategic advisor and trusted thought partner within the organization. Technical Responsibilities: ... and offering innovative solutions to complex challenges. + Strategic Advisor : Recognized as a strategic advisor , providing...and implementing Microsoft Azure and Office 365. Pay and Benefits The pay range for this position is $136000.00… more