- Santander US (Brooklyn, NY)
- …Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Brooklyn, NY Country: United States...client relationships and provide sales leadership to internal business partners regarding investment and insurance products. **What You… more
- Bank of America (Hewlett, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Western Long Island Market Lawrence, New...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- Bank of America (New York, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - 345 Park Ave Financial Center New...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- S&P Global (NY)
- … to help drive improved sales performance and custom projects to support client business needs. **Responsibilities and Impact:** + Conduct training sessions to ... and support the Market Analytics Executive Consultant in creating custom presentations and analysis tailored to client needs. **What We're Looking For:** Basic… more
- Sedgwick (New York, NY)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- TD Bank (New York, NY)
- …recruiter who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is ... market. + Provides insights to local competitive intelligence and market share analysis . + Team with business development executive to launch campaigns… more
- M&T Bank (Hauppauge, NY)
- …the financial planning process. Prioritize short term and long term needs of the client based on the analysis . + Responsible for leading the development of ... and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions... owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring… more
- Neuberger Berman (New York, NY)
- …related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis , preferably within private ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in… more
- Citigroup (New York, NY)
- …are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions… more
- Deloitte (New York, NY)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more