- 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
- Citigroup (New York, NY)
- …models in the financial industry. Two (2) years of experience must include: Advising high net worth clients regarding risk and wealth management solutions ... in strategic investment opportunities; Exploring investments opportunities across asset classes including equities, fixed income, FX, commodities, alternatives, and derivatives within the wealth management industry to meet clients' needs; Utilizing financial… more
- Janus Henderson Investors (New York, NY)
- …an integral role in bridging the gap between alternative asset managers and high net worth investors-through diligence, investor education, portfolio ... construction, and client servicing-across private equity, private credit, private real estate, infrastructure, co-investments and other alternative asset classes. Privacore is an affiliate of Janus Henderson. We collaborate with them have access to their… more
- Neuberger Berman (New York, NY)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:**… more
- KeyBank (Tarrytown, NY)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their… more
- Citigroup (New York, NY)
- …9. **Thought Leadership & Marketing** + Offer a unique and specialized product to ultra- high net worth Citi clients, distinguishing us from all other ... financial institutions + Assist bankers in identifying art prospects and marketing of Citi Art Advisory + Coordinate with business heads and bankers throughout Citi to source clients and introduce own network of art prospects, major art collectors, dealers and… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington,… 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
- 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
- KeyBank (Syracuse, NY)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their… more