- Citigroup (New York, NY)
- …and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be ... Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a...solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging… more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and...to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also… more
- Oracle (Albany, NY)
- …with them to jointly pursue software and consulting opportunities. + Developing long-lasting client relationships, proving yourself as a trusted advisor who our ... 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker **Time ... contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted… more
- Oracle (Albany, NY)
- …12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet ... Affairs and Indian Health Service. The Federal Consulting team is a group of hard-working, knowledgeable, passionate members who want to shape the electronic… more
- JPMorgan Chase (New York, NY)
- …and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key contributor to ... a lead role in asset raising, business retention, and client service across our Alternative Investments line of business....you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and… more
- Oracle (Albany, NY)
- …12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet ... 1. **Customer Engagement & Technical Consulting** 2. Serve as a strategic advisor to clients, leading technical discovery sessions to understand their business… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- Ankura (New York, NY)
- …good standing with states under the direction of project lead; + Supporting the client base and team on state regulatory, exam and licensing matters under the ... lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and cannabis is the… more