• Merrill Market Supervision Manager

    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 (08/01/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (New York, NY)
    …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more
    JPMorgan Chase (06/18/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Buffalo, NY)
    …/ private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with ... World Insurance Associates ("World") is a unique financial services organization with a global network of...fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance… more
    World Insurance Associates, LLC. (07/08/25)
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  • JP Morgan Wealth Management- Vice President,…

    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 ... areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will...Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus… more
    JPMorgan Chase (07/17/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, NY)
    Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As… more
    World Insurance Associates, LLC. (06/13/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
    Bank of America (05/08/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (New York, NY)
    …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
    JPMorgan Chase (07/21/25)
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  • Global Private Bank Investment Solutions Program…

    JPMorgan Chase (New York, NY)
    …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
    JPMorgan Chase (07/01/25)
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  • Senior Product Associate, Chase Travel

    JPMorgan Chase (New York, NY)
    …As a Senior Product Associate, where you'll lead the integration of Frosch leisure advisor tools and systems into the Chase Travel environment. Your mission will be ... to deliver world-class advisor tools that elevate the travel experience and bring...Knowledge of JIRA and Confluence. Chase is a leading financial services firm, helping nearly half of America's households… more
    JPMorgan Chase (07/25/25)
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  • Lead Home Visitor

    City of New York (New York, NY)
    …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
    City of New York (06/12/25)
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