- TD Bank (New York, NY)
- …based lending, deposit solutions , sweep as a service) ensuring alignment with advisor and client needs and competitiveness in the marketplace + Ensures ... The role includes leading as President of TD Private Client Wealth, LLC. TD Bank's Registered Investment Advisor...and compete well in the marketplace + Ensures Brokerage solutions for all clients are available, appropriately constructed and… more
- Capgemini (New York, NY)
- …influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working ... RESPONSIBILITIES** **:** + Ownership of delivery and success of Intelligent Automation solutions deployed within Finance & Accounting functions, both under the scope… more
- JPMorgan Chase (New York, NY)
- …controls + Actively identify and pursue process efficiencies and client / advisor experience improvement **Required qualifications, capabilities and skills** ... Senior Management, Product teams, and Marketing to coordinate and manage client campaigns, communications etc. + Define and implement practices ensuring investments… more
- Bank of America (Patchogue, NY)
- Financial Solutions Advisor Registration Candidate - Patchogue Financial Center Patchogue, New York **To proceed with your application, you must be at least 18 ... impact. Join us! **Job Description** : As a Financial Solutions Advisor Stage I (FSA I), your... Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management +… more
- Bank of America (Woodbury, NY)
- Financial Solutions Advisor Registration Candidate - Woodbury Financial Center Woodbury, New York **To proceed with your application, you must be at least 18 ... impact. Join us! **Job Description** : As a Financial Solutions Advisor Stage I (FSA I), your... Focus . Oral Communications . Issue Management . Client Solutions Advisory . Pipeline Management .… more
- JPMorgan Chase (New York, NY)
- …as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives. **Role ... **About the Global Mortgage Solutions Business** The Global Mortgage Solutions ...through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and… more
- JPMorgan Chase (New York, NY)
- …model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back ... offices), such as client relationship management, account opening, consolidated client ...+ Think innovatively to analyze, design and prioritize alternative solutions + Influence a cross-functional, diverse environment to change… more
- Bank of America (New York, NY)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Lexington Avenue Financial...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. ... wealth management clients. If you are a collaborative team member, solutions -oriented team-member who consistently delivers best-in-class service, JP Morgan is the… more
- JPMorgan Chase (New York, NY)
- …in Excel and PowerPoint techniques + Partner with teams to continually promote the client & advisor experience. + Communicate effectively with key partners in ... initiatives as well as identifying and addressing issues with well thought out solutions . We act as trusted advisors to Business Heads by determining and… more