- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Oracle (Albany, NY)
- …within a given industry or an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support the most complex deals with ... and assisting them in the sales cycle. A CS Senior Advisor is expected to participate and/or...skills. + Ability to proactively identify challenges and drive solutions . + Demonstrated ability to mentor and coach peers.… more
- Guardian Life (New York, NY)
- …team. **Reporting relationships:** You will report to the External Communications Lead, Client Solutions and Wealth Management and Financial Protection and ... As a Senior Manager, External Communications - Financial Advisor Network,...Retirement Solutions **Location:** This role is based in our Hudson Yards, NY… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage ... York **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...and retain profitable client relationships for clients with basic to moderately complex… 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
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- JPMorgan Chase (New York, NY)
- …We are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join ... prioritization, monitor outcomes, and iterate on solution design to deliver an optimized Advisor & Client experience that is responsive to quantitative and… more
- Bank of America (New York, NY)
- …Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - One Penn Plaza...Credit Solutions Advisor - One Penn Plaza Financial Center New...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
- HNTB (New York, NY)
- …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 ... in providing technical direction to the scope of projects; provides senior -level technical expertise on rail transit projects associated with conceptual engineering,… more
- Bank of America (New York, NY)
- …business growth plans, implement good client coverage routines to ensure client satisfaction, present to senior leadership and control partners on business ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more