- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... senior level** **Exceptional written and oral communication skills** **Ability to develop client solutions and manage projects** **Ability to identify and… more
- M&T Bank (New York, NY)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- JPMorgan Chase (New York, NY)
- …competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel ... and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction. **Job Responsibilities** + Drive the strategic… more
- Kestra Financial (Wappingers Falls, NY)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and financial planning + Responsible… more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With… more
- 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