- 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
- Raymond James Financial, Inc. (Locust Valley, NY)
- …of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. * Collects and compiles… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …The Director of Development, Global Philanthropy will develop and manage a portfolio of high - net - worth international donors and prospects, with the goal of ... achieving progressively ambitious fundraising goals, securing gifts in the 6-7 figure range. Partner with UDAR leadership, deans, lead fundraisers, and University leadership to design and execute region-specific donor engagement and major gift fundraising… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Public Service will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects with the capacity to make $1M+ gifts. ... Secure 6-8 figure gifts annually while managing a balanced portfolio dedicated to qualification, cultivation, solicitation, and stewardship. Manage and maintain a discovery prospect pool with an emphasis on qualification that grows into a strong portfolio of… more
- Neuberger Berman (New York, NY)
- …candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + ... Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements + Collaborate with Reporting and Technology teams to resolve reporting issues as they are identified + Aggregate Private… more
- City National Bank (New York, NY)
- …US* City National Rochdale (CNR) partners with financial advisors and their high - net - worth clients to build intelligently personalized investment portfolios. ... CNR provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. *WHAT IS THE OPPORTUNITY?* The VP - Investment Analytics and Trade Monitoring will establish and develop… more
- Robert Half Finance & Accounting (Latham, NY)
- …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- HUB International (Melville, NY)
- …License required **Required Skills:** + Strong computer skills; Excel & Word a must + High Net Worth carrier experience Preferred + Applied Epic Experience ... Preferred + Required Experience: 3-5 years The expected pay range for this position is $64,000 to $85,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business… more
- Bank of America (New York, NY)
- …responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part of their ... responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the… more
- Bank of America (New York, NY)
- …for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus ... on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded individual who possesses… more
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