- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- JPMorgan Chase (New York, NY)
- Our Advisor compensation and incentive programs reinforce our business strategy and drives appropriate Advisor behavior. Incentive compensation represents our ... team, you will directly support end-to-end design and oversight of our Advisor incentive strategy. We explore compensation design options that impact every aspect… more
- JPMorgan Chase (Rochester, NY)
- …Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2...business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The… more
- City National Bank (New York, NY)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment ...passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- JPMorgan Chase (New York, NY)
- …Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through… more
- Neuberger Berman (New York, NY)
- …(Performance Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more