- Bank of America (White Plains, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...+ Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development … more
- Citizens (New York, NY)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with...clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- World Wide Technology (New York, NY)
- …through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, World Wide Technology (WWT), ... a global technology solutions provider leading the AI and Digital Revolution, with...**Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI… more
- JPMorgan Chase (New York, NY)
- …and advisor enablement, focusing on bringing our wealth management solutions to market and ensuring their success through targeted campaigns and impactful ... everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive… more
- JPMorgan Chase (New York, NY)
- …in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition ... everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive… more
- 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
- World Wide Technology (New York, NY)
- …through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, World Wide Technology (WWT), ... a global technology solutions provider leading the AI and Digital Revolution, with...scalable, secure, and operationally sound architectures. As a trusted advisor , you will guide organizations through solution design and… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- KeyBank (Albany, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more