- KeyBank (Tarrytown, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client… more
- AON (New York, NY)
- …client service team and M&A team members and collaborate to develop findings and solutions . + Communicate externally on daily basis as trusted advisor with ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- JPMorgan Chase (Pittsford, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be...at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, hedge funds,… more
- JPMorgan Chase (New York, NY)
- …degree in Business, Finance, or related field. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions ...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- HUB International (New York, NY)
- …families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and… more
- KeyBank (New York, NY)
- …- New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… more
- Guardian Life (New York, NY)
- … Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist ... in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and closing complex planning opportunities… more
- Citigroup (New York, NY)
- …a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions . We are seeking a skilled individual who will ... support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play a key role in… more
- Amazon (New York, NY)
- …seeking a senior technical leader to build and scale a world-class team of Solutions Architects for the North America Retail & CPG industry. This executive role ... AI transformation journeys. As part of the North America Solutions Architect Leadership team, you will coach and grow...business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail &… more