- Raymond James Financial, Inc. (New York, NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...trusts, wills and other documents to determine whether the company can serve in a fiduciary capacity. + Plans… more
- JPMorgan Chase (New York, NY)
- …This team is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally. Its mission is to set the firm's data and AI ... the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic...problems at the forefront of data and AI in financial services, with a focus on enabling business outcomes.… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... team focuses on several key risk types, including conduct, credit, financial crimes, information security, interest rate, liquidity, market, model, operational,… more
- Bank of America (New York, NY)
- …and sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Danaher Corporation (Syracuse, NY)
- …execution and sustained customer success. This role demands strong business insight, financial acumen, and the ability to lead through influence across a matrixed ... organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and...at both corporate and local levels. + Analyze key financial performance indicators for assigned accounts and understand how… more
- Anywhere Real Estate (Buffalo, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- AON (New York, NY)
- …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... responsible for managing the on-going consulting relationship with a large insurance company . You will be leading complex consultative sales and delivering a range… more
- JPMorgan Chase (Pittsford, NY)
- Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a ... a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role...and growth of team members. Chase is a leading financial services firm, helping nearly half of America's households… more
- JPMorgan Chase (Rochester, NY)
- …will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more