• Senior Wealth Advisor

    M&T Bank (New York, NY)
    …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
    M&T Bank (09/04/25)
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  • OTC Derivatives Client Solutions Lead…

    Citigroup (Getzville, NY)
    …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... your self-starter skills in analysis, problem solving and communication to Citi's Operational Client Strategy team.** **By Joining Citi, you will become part of a… more
    Citigroup (09/25/25)
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  • Portfolio Management Client Care…

    City National Bank (New York, NY)
    … client /business partner experience. Assist the Portfolio Management Team to solve client and advisor issues as it relates to operational and logistical ... WHAT WILL YOU DO? * Assist the Portfolio Management team to solve client and advisor issues as it relates to Operational and logistical inquires. * Act as… more
    City National Bank (09/10/25)
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  • Key Private Bank Client Relationship…

    KeyBank (Syracuse, NY)
    … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team...the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member… more
    KeyBank (09/04/25)
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  • Associate/Support Advisor

    Kestra Financial (Wappingers Falls, NY)
    …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... The Associate/Service Advisor reports to the Lead Advisor ...Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and… more
    Kestra Financial (08/16/25)
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  • Wealth Management Client Associate

    Bank of America (New York, NY)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
    Bank of America (09/27/25)
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  • Sr Technical Advisor

    HNTB (New York, NY)
    …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
    HNTB (07/31/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, NY)
    Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
    World Insurance Associates, LLC. (09/12/25)
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  • Client Associate

    Wells Fargo (Woodbury, NY)
    …meeting daily deadlines for bank deposits and system cutoffs + Facilitate Financial Advisor and client requests for account related information and/or quotes + ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
    Wells Fargo (09/30/25)
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  • Head of Private Wealth Platforms & Experience

    Neuberger Berman (New York, NY)
    …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and … more
    Neuberger Berman (08/14/25)
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