- JPMorgan Chase (Mineola, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- Guidehouse (New York, NY)
- …of both in-house and outsourced PS HUBs & additional related programs (eg, financial support , treatment management support ) + Supporting the identification ... and monitoring services to pharmaceutical, biotechnology, and medical device, companies. We support our clients across the lifecycle of a product to determine the… more
- Bank of America (New York, NY)
- …66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and...enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the… more
- MTA (New York, NY)
- Chief of Staff & Vice President, Business Strategies & Buses Support (Buses) Job ID: 13204 Business Unit: New York City Transit Location: New York, NY, United States ... 2025 Description Chief of Staff & Vice President, Business Strategies & Buses Support (Buses) First Date of Posting: 10/01/2025 Last Date of Posting: 10/22/2025… 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
- Bank of America (New York, NY)
- …BOTH 63 & 65; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B ... **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop...and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client… more
- Wolters Kluwer (Albany, NY)
- …pain points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial ... reporting / EPM requirements into tailored software solutions. + Support strategic accounts and high-value opportunities with executive presence. +… more
- Raymond James Financial, Inc. (Somers, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- Citigroup (Getzville, NY)
- …multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to new or junior level staff on procedures and work ... people management preferred + Experience in management with Banking and Financial Institutions preferred + In-depth understanding of opportunities that exist within… more
- Lincoln Financial (Albany, NY)
- …subject matter expertise and a passion for mentoring others. You will support complex projects and initiatives, offering strategic guidance and technical leadership. ... As a trusted advisor , the Team Lead helps shape operational excellence by...proficiency, leadership, and cross-functional collaboration to drive results and support success-ideal for someone who thrives in a fast-paced… more