- HUB International (New York, NY)
- …Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the music and entertainment industry. ... **Mission Statement:** HUB is a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals,… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...key offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client's broader… more
- Cardinal Health (Albany, NY)
- …medical practice. Revenue Cycle Management manages a team focused on a series of clinical and administrative processes that healthcare providers utilize to capture, ... billing accuracy, streamline operations, and ultimately support the organization's financial reporting. **Essential Functions** **:** + Oversee the day-to-day… 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...in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals… 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
- JPMorgan Chase (New York, NY)
- …capabilities and skills** + MBA preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor… more
- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions ) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW- Solutions -\_25010875-2) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Brooklyn, NY)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (New York, NY)
- …within the JPMA Advisory business. + Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist ... + Minimum of 5 years' experience in investments and financial institutions + SIE, Series 7, and...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...capabilities, and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7… more