- Neuberger Berman (New York, NY)
- … financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool ... recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter...years of experience working directly with clients in a financial planning capacity + Proven track record… more
- JPMorgan Chase (New York, NY)
- …organization. This role is accountable for team leadership, strategic planning , execution oversight, and continuous improvement, ensuring that implementation ... a culture of collaboration, accountability, and excellence. + Oversee the planning and execution of various business development rollout activities, ensuring… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- US Bank (New York, NY)
- …with existing clients. The WPIS will serve as a subject matter expert in financial planning , insurance products, (working closely with our Financial ... (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting...equivalent work experience - 10 or more years of financial planning experience with HNW/UHNW clients **Preferred… more
- Neuberger Berman (New York, NY)
- …serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a ... and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and… more
- Citigroup (New York, NY)
- …how Citi Wealth shows up across all digital channels - from .com to advisor platforms, social media to email automation - ensuring a seamless, impactful, and ... cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth. **Responsibilities:** + Develop and lead Citi Wealth's… more
- City of New York (New York, NY)
- …assess work product; coordinate and oversee special projects; and serve as key advisor on labor relations policy, personnel and labor relations programs, and various ... Participate in the collective bargaining process as spokesperson, strategic counsel, policy advisor , chief researcher and labor costing advisor for negotiations… 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
- Binghamton University (Binghamton, NY)
- …Posted On: Tue Oct 21 2025 Job Description: Budget Title: Senior Academic Advisor (SL-4) Salary: $73,000 The Associate Director of Harpur Academic Advising is a ... education community. As we expand our staff and services to reduce the student-to- advisor ratio, we are enhancing our programs and leveraging new technologies to… more
- Wells Fargo (New York, NY)
- … advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply ... provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of… more