- M&T Bank (New York, NY)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and… more
- Robert Half Finance & Accounting (Albany, NY)
- …join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; ... and 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- M&T Bank (New York, NY)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#Wilmingtontrust… more
- M&T Bank (Hauppauge, NY)
- …higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to… more
- Neuberger Berman (New York, NY)
- …information + Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth , Mutual Fund, UCITS, SMA, and Sub-advised business ... **Primary Responsibilities:** + Serve as a primary point of contact for high - net - worth clients, addressing inquiries related to new accounts, LOAs, account… more
- Bank of America (New York, NY)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Public Health (DOD) will develop and execute successful fundraising strategies for a portfolio of high net worth prospects who have the capacity to make $1M ... - $5M gifts. They will establish targets worth 7-8 figures annually. Maintain a discovery prospect pool with an emphasis on qualification that leads to a portfolio… more
- Bard College (Annandale On Hudson, NY)
- …campus-wide partners + Working closely with Advancement Services and Director of IA, identify high net worth individuals and develop engagement strategies as ... Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by...media. While direct experience in higher education and/or independent high schools is beneficial, we are also interested in… more
- Coinbase (Albany, NY)
- …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...with designers, engineers, and product managers. * You write high quality, well tested code to meet the needs… more
- Wells Fargo (Melville, NY)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
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