- Bank of America (New York, NY)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… 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 ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- KeyBank (Tarrytown, NY)
- …understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer ... (CRM) system, and personal meetings. Captures the client's goals in a financial plan. + Prepares and delivers client presentations, individually and as part of a… more
- Wells Fargo (New York, NY)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales , service, and ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Citigroup (Smithtown, NY)
- …the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), ... of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + Demonstrated… more
- Palo Alto Networks (New York, NY)
- …offerings. The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic ... as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- AON (New York, NY)
- …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... relationship with a large insurance company. You will be leading complex consultative sales and delivering a range of advisory services to clients, leading project… more
- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more