- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details… more
- Deloitte (New York, NY)
- …role ends on 8/31/2025. Responsibilities/Here is What You Will Do: Deal Desk Support , Contracting and Negotiations + Assist with deal desk and contract review ... activities. Support our sales team with deal and contract structuring,...legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales… more
- City of New York (New York, NY)
- …and external communications, including reports, memos, talking points, and presentations, to support the Senior Advisor and COO in decision-making and ... self-sufficiency as quickly as possible. Under the general direction of the Senior Advisor to the Chief Operating Officer (COO), the Executive Support … more
- Neuberger Berman (New York, NY)
- …self-service solutions. + Determine the optimal suite of platform capabilities to support SMA/UMA structures, financial planning, proposals, analytics, and other ... that will define the future of both client and advisor experiences. This leader will oversee all aspects of...record overseeing digital platforms and client experience within the financial services sector. + Deep understanding of Private Wealth… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- JPMorgan Chase (Brooklyn, 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
- Principal Financial Group (Albany, NY)
- …client insights, and integrated workflows. + Design extensible UI components to support advisor workflows. + Ensure frontend/backend contract stability, API ... contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our… more
- City of New York (New York, NY)
- …Chief Special Services Officer to develop and implement short and long-term financial and procurement strategies to support HASA's programmatic and ... (HRA) which expedites access to essential benefits such as medical, social, financial , and vocational programs to more than 32,000 individuals living with HIV,… more
- University of Rochester (Rochester, NY)
- …contact for College Advisors and faculty. - Assists students and families who need support navigating campus resources. College Advisor (Time Away and Floater) - ... by a team of dedicated professional advisors whose work is designed to support the academic success of undergraduates in the College. This position provides… more
- Tompkins Community Bank (Ithaca, NY)
- …new account opening, investment and account review process, marketing and client support . Provide exceptional service to clients in adherence to Company standards, ... organizing and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash… more