- CVS Health (NY)
- …critical role in supporting crucial accounting and finance functions for our portfolio and prospective investments in collaboration with the CVSH Ventures leadership ... investment activities + Support management reporting and analysis of portfolio + Support portfolio valuation analyses, as...experience + Experience at a public accounting firm in client facing Audit, Tax or Financial Advisory capacity, or… more
- Citigroup (New York, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment… more
- Bank of America (Woodbury, NY)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers to actively… more
- Anywhere Real Estate (Rochester, NY)
- **Job Title / Qualifications:** International Assignment Consultant **Reports To:** Client Services Manager **Primary Function:** International Relocation ... Service provider for Global Clients and taking ownership of high quality Client driven services for their employees internationally. The Consultant serves as the… more
- Bank of America (New York, NY)
- …business through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- TD Bank (Bronx, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- BMO Financial Group (New York, NY)
- …and returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate relationships with ... new and existing clients and develop new client relationships. + Manages a client book...territory. + Maintains strong relationships with investors, understands their portfolio , and matches the firm services and products to… more
- TD Bank (Flushing, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- TD Bank (Brooklyn, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
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