- RGP (New York, NY)
- …across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. + Drive ... solutions and strategic insights to top-tier clients in the Financial Services industry. + Lead large-scale, complex data analytics...business development efforts, including client relationship management and revenue generation. + Mentor and… more
- Publicis Groupe (New York, NY)
- …the growth, development, and implementation of Management Consulting Services within Financial Services across the Publicis Sapient business in North America. Your ... and implementation + Initiate opportunities within the C-Suite of global majors + Shape value propositions for new clients...and more junior consultants + Act as a peer advisor to clients + Lead development of proposals (with… 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...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- JPMorgan Chase (New York, NY)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... service of a dedicated wealth management business and the global resources of one of the largest and most...their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Scotiabank (New York, NY)
- … client relationships, identifying new business opportunities, and delivering tailored financial solutions that align with client needs. You will actively ... Officer - FinTech and Payment Service Providers, GTB - New York, NY** Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We… more
- Citigroup (New York, NY)
- …objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization to drive ... Citi, the leading global bank, has approximately 200 million customer accounts...corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit,… more
- JPMorgan Chase (Rochester, NY)
- …who will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 ... The Global Trusts & Estates Practice is an integral...corporate trustee of a trust, whether created by a client during their lifetime or upon their death through… more
- AON (New York, NY)
- …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... What the day will look like STG is Aon's global consulting and technology business focused on, but not...you to demonstrate solid and sustainable relationships with C-Suite client executives and will require you to build productive… more
- Principal Financial Group (Albany, NY)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more