• Entry Level - Financial Advisor

    Equitable (New York, NY)
    …a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking ... Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024...to maximize productivity and personal time **Qualifications** **Skills & Experience ** + **Education** : Bachelor's degree or equivalent skills… more
    Equitable (11/01/25)
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  • Vice President, Private Wealth Revenue…

    Neuberger Berman (New York, NY)
    Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... Accounting, Business Administration, or a related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or… more
    Neuberger Berman (08/20/25)
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  • Block Advisor Associate Team Leader

    H&R Block (New York, NY)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience , and sustainable growth. It is designed to elevate how ... tax office associates accountable to Service Standards execution and client service experience , with escalation to the...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
    H&R Block (09/19/25)
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  • Sr. Client Services Manager

    Compass Group, North America (New Hyde Park, NY)
    …cafe management or unattended markets. **Job Summary** **Position Summary** The Sr. Senior Client Services Manager serves as the primary liaison between the ... degree in Business Management or related field + Minimum 5 years of experience in client relationship management, preferably in B2B services, grocery,… more
    Compass Group, North America (10/04/25)
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  • Client Accounting Manager

    Black Ink Business Services, LLC (Brooklyn, NY)
    …and unlock their full potential. Who You Are You are a seasoned Accounting Manager with a strong finance background and a passion for business operations. You'll ... professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding...accountants and managers + Serve as a resource and advisor for team members and leadership What You Bring… more
    Black Ink Business Services, LLC (09/16/25)
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  • Merrill Market Supervision Manager

    Bank of America (New York, NY)
    …to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
    Bank of America (10/31/25)
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  • Registered Wealth Management Client…

    Bank of America (New York, NY)
    …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... client materials and follows up on all client and Financial Advisor (FA) requests +...of investment products **Desired Qualifications:** + Previous wealth management client associate experience strongly preferred + Energetic… more
    Bank of America (11/15/25)
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  • Client Onboarding - Investment…

    Mizuho Corporate Bank (New York, NY)
    Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +...if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full… more
    Mizuho Corporate Bank (11/03/25)
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  • Client Partner

    IBM (New York, NY)
    …embraces your unique skills and experience . **Your role and responsibilities** The Client Partner acts as a strategic advisor and trusted point of contact ... * Experience in managing expectations, resolving conflicts, and ensuring client satisfaction. * Excellent Communication Skills * Strong verbal and written… more
    IBM (11/16/25)
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  • Senior Technical Product Manager - Private…

    Neuberger Berman (New York, NY)
    …and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.… more
    Neuberger Berman (08/22/25)
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