- 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 ... parents, faculty, and friends for immediate, long-range, and future financial support, through gifts and pledges to the University,...- $5M gifts. They will establish targets worth 7-8 figures annually. Maintain a discovery prospect pool… more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... positioning and selling a broad array of appropriate financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional… more
- Wells Fargo (Little Neck, NY)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- JPMorgan Chase (New York, NY)
- …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra- high net worth families and their Family Investment Firms. FCG is ... Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund...manage projects independently and be ready to assume a high level of responsibility as a member of a… more
- JPMorgan Chase (New York, NY)
- …Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients ... change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch, considering market trends,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... resources of one of the largest and most respected financial firms in the world. Our small size and...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- … Advisor + Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives + Identify and develop new ... The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting,… 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 ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… 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 ... confidential information. **Preferred Qualifications, Capabilities, and Skills:** + Background in financial accounting, financial analysis, or mathematics is a… more
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