- JPMorgan Chase (New York, NY)
- …the design and implementation of innovative technology solutions to enhance the client and advisor experience. **Job Description** Estate planning advice is ... to engage their clients in this dialogue, and enhancing and deepening client relationships. **Job Responsibilities** + Build a deep understanding of JP Morgan's… more
- M&T Bank (Buffalo, NY)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more
- JPMorgan Chase (New York, NY)
- …writer and presenter, and able to both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class ... investment views, via client presentations, publications or product-oriented marketing programs. + Work...such as short articles, white papers, videos, audio casts, client calls, presentations and infographics. + Act as a… more
- IBM (Denver, NY)
- …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more
- JPMorgan Chase (New York, NY)
- …+ Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and ... Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio… more
- JPMorgan Chase (New York, NY)
- …model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back ... offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting + Own end-to-end… more
- JPMorgan Chase (New York, NY)
- …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... Private Bank. This role also oversees the end-to-end platforms/products, from client -facing applications to point-of-sale (POS) and loan origination (LOS) products,… more
- JPMorgan Chase (New York, NY)
- …in Excel and PowerPoint techniques + Partner with teams to continually promote the client & advisor experience. + Communicate effectively with key partners in ... Legal, Compliance, Risk, Operations, Technology, Digital, Marketing, Strategy, and Supervisory Management to understand projects, determine business requirements, and drive next steps + Project manage and deliver key work streams and tasks + Identify key… more
- Truist (New York, NY)
- …and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.Advanced analytical and technical ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- Publicis Groupe (New York, NY)
- …members. The SVP, Group Account Director is expected to be a strategic client contact and advisor , with visible ongoing engagement. **Key Responsibilities** + ... Own the client relationship on assigned brand + Own the brand strategy and effectively influence the client to achieve brand objectives. Contribute to and may be… more
Recent Jobs
-
Client Reporting Analyst
- Janus Henderson Investors (Denver, CO)
-
Office Assistant, Bureau of Operations
- City of New York (New York, NY)