• Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Kingston, NY)
    …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... "pitch decks" / presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
    World Insurance Associates, LLC. (09/17/25)
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  • Registered Client Associate

    Wells Fargo (Oneonta, NY)
    …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
    Wells Fargo (09/18/25)
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  • Key Private Bank Senior Relationship Manager…

    KeyBank (Albany, NY)
    …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
    KeyBank (09/18/25)
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  • Summer 2026 Key Investment Services Internship…

    KeyBank (Albany, NY)
    …in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client ... and financial planning activities including data entry and analysis. + Observe client meetings and assist with basic administrative tasks. + Develop client… more
    KeyBank (09/11/25)
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  • VP, Media (Paid Social first)

    VaynerMedia (NY)
    …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... growth + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust and credibility with C-suite and VP-level… more
    VaynerMedia (08/20/25)
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  • Wealth Management, Alternative Investments Global…

    JPMorgan Chase (New York, NY)
    …end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on ... change leader. + **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current state including… more
    JPMorgan Chase (09/24/25)
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  • Financial Advisor

    Raymond James Financial, Inc. (Plattsburgh, NY)
    …candidate must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client ... **Job Summary** We are seeking a Financial Advisor to join our team who has a...skills. **Essential Duties and Responsibilities** + Foster and support client relationships by liaising with clients, responding to requests… more
    Raymond James Financial, Inc. (07/26/25)
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  • Head of Annuity Product Management

    Bank of America (New York, NY)
    …building business cases, securing, and executing technology projects to optimize client / advisor experience * Delivering exception client / advisor ... Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering… more
    Bank of America (07/22/25)
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  • Sales Specialist, Watches - The Landmark, NYC

    Tiffany & Co. (New York, NY)
    …conversation and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor . Developing client relationships, mentoring peers, and ... of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair...the Tiffany touch; their own flair for making each client 's experience extraordinary. The Watch Specialist is an excellent… more
    Tiffany & Co. (09/02/25)
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  • Account Director

    Publicis Groupe (New York, NY)
    …+ Hands on integrated production experience across channels + Account team leader/senior client advisor + Project management expert + Experience in a supervisory ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...and on-time work. + Act as a primary day-to-day client contact across several large-scale projects, managing the … more
    Publicis Groupe (09/15/25)
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