- 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
- JPMorgan Chase (Brooklyn, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative,… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive investment product… more
- Citigroup (New York, NY)
- …not a manager . **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic joint ... for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal...are or will be integrated into Citi's management and financial reporting structure + Responsible for legal issues through… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... impact or influence on the company. This role is not a manager . **Responsibilities:** + Ensure compliance with employment laws and regulations; Provide counsel… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… 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
- JPMorgan Chase (New York, NY)
- …significant opportunities for JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets and manage over ... coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client Advisors. + Develop and execute client… more