- 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
- EverBank (Albany, NY)
- …This role focuses on sourcing facilitators looking for financing solutions for their high - net - worth individuals (HNWIs), family offices, and businesses to ... EverBank, NA (together, the "Company") is a nationwide specialty bank providing high -value products and services to consumer and commercial clients nationwide. As a… more
- Tiffany & Co. (New York, NY)
- …chauffeur's license and any other relevant certifications. + Prior experience working with high - net - worth individuals or within a luxury brand preferred. ... transportation experience for our esteemed clientele. This role demands a high level of professionalism, discretion, and exceptional service. The Chauffeur will… more
- JPMorgan Chase (New York, NY)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- Join our team at JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the ... to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Nuveen Investments (New York, NY)
- …that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's ... products. This job serves as a high level contact for clients, and guides direct reports...Customer Relationship Management system to ensure clients are receiving high quality customer service. + Partner with Distribution, Global… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... accountabilities related to management reporting and analysis + Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank of America (Melville, NY)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... + Builds and expands expertise to ensure clients receive high -quality advice and services aligned to their unique needs...+ Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- GMHC (New York, NY)
- …cultivation, solicitation, and stewardship of major donors, ensuring a robust pipeline of high - net - worth individuals. + Develop and implement strategies for ... related to development and fundraising. + Lead and mentor a high -performing development team, fostering a culture of collaboration, innovation, and excellence.… more