- Principal Financial Group (Albany, NY)
- … leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client -facing applications ... tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and client -facing… more
- World Insurance Associates, LLC. (New York, NY)
- …services, and payroll & HR solutions . As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance... solutions . Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... position NB's Private Wealth business as an innovator in client and advisor experience. + Own and...tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self-service solutions… more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As an Asset Management Program Associate - Global Liquidity (Internal Client Advisor ) you will be responsible for partnering with 2-3 ... drive for achievement and excellence. **Job responsibilities:** The primary role of the Internal Client Advisor (ICA) is to partner with 2-3 Client Advisors,… more
- World Insurance Associates, LLC. (Pittsford, NY)
- …and payroll & HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Tarrytown, NY)
- …client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help ... through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of...this client promise acting as the primary client advisor developing and implementing strategies based… more
- 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 ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- 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
- 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 ... The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform...+ **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more