- Bank of America (New York, NY)
- …termination. The Client and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and ... 65 in lieu of 66) registrations; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support** **Must maintain at… more
- Athene (New York, NY)
- We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of ... various locations. Purpose: The Director of New Markets Product Development role will be a key driver in developing...+ Network with potential external partners to identify product solutions where Athene can assist. + Sets immediate and… more
- Principal Financial Group (Albany, NY)
- …(audio/video/co-browsing) and integrate with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and ... compliant, and scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications.… 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 ... enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and… 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 ... 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
- Excellus BlueCross BlueShield (Buffalo, NY)
- …maximize satisfaction. + Develops a thorough understanding of clients' strategic goals, financial position, and opportunities to offer solutions that meet their ... responsible for sales and leading the provision of service solutions of assigned accounts and territories. The incumbent is...but is not limited to acting as a strategic advisor to support clients in the decision-making process relative… 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 ... 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… 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
- JPMorgan Chase (New York, NY)
- …in building web and mobile native experiences. + Experience in CRM/Salesforce Ecosystem development . Chase is a leading financial services firm, helping nearly ... 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