- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more
- American Friends of The Hebrew University (New York, NY)
- …fundraising strategies that lead to five- and six-figure gifts from high - net - worth individuals, family foundations, and next-generation philanthropists. ... meaningful donor experiences, such as faculty visits, parlor meetings, and high -level regional events. The successful candidate will bring creativity, polish, and… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... practices, procedures and techniques. + Marketing and sales experience. + High level negotiations skills. + Good communication and interpersonal skills.… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (New York, NY)
- …and San Francisco. + **Hedge Funds:** We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (Smithtown, NY)
- …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... ensuring alignment with business growth strategies. + Build and nurture high powered sales teams through coaching and strategic leadership including developing… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Bank of America (Buffalo, NY)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. **Required Qualifications:**… more
- Neuberger Berman (New York, NY)
- **Primary Responsibilities:** + Serve as a primary point of contact for high - net - worth clients, addressing operational support and client service needs ... including inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access… more
- World Insurance Associates, LLC. (Kingston, NY)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with a range of insurance solutions to bring value to clients + Must be willing to become each client's trusted risk management advisor and bring… more
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