- Bank of America (New York, NY)
- …the ongoing client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in alternative ... and sales team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues… more
- Bank of America (New York, NY)
- …and sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... including review of AML documents **Qualifications:** * 2-5+ years of general financial services experience * 2 plus years experience in alternative… more
- Paychex (Queens County, NY)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... pursue your passion and unleash your potential. Overview Selling Company's products and services by developing new clients and increasing the client base to increase… more
- Citigroup (New York, NY)
- …in a fast-paced environment and maintain high degree of interaction with the Financial Advisor , Relationship Managers and Wealth Executives. + When appropriate, ... with NaviPlan or MoneyGuide Pro planning software preferred + Broad understanding of financial services , investments, and all aspects of planning strategies and… more
- KeyBank (Syracuse, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... + Minimum of 5 years of commercial underwriting, credit, banking and/or financial services experience (required) + Competent with Microsoft Office and… more
- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... + Minimum of five (5) years in a Senior Financial role within a Service or Retail organization + Demonstrate leadership qualities **OTHER:** Proficient… more
- Compass Group, North America (New York, NY)
- …results to achieve annual key performance indicators. This role serves as a financial advisor and business partner to their operational counterparts across a ... global portfolio. **Key Responsibilities:** + Support the financial planning and analysis function for the region, including...Finance, Accounting or Business Administration + Experience in food service or similar service industry a plus… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more