- Coinbase (Albany, NY)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- Coinbase (Albany, NY)
- …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- City National Bank (New York, NY)
- …City National Rochdale (CNR) partners with financial advisors and their high - net - worth clients to build intelligently personalized investment portfolios. ... Bachelor's Degree or equivalent * Minimum 7 years' experience in financial services industry with demonstrated hands-on experience implementing order management… more
- JPMorgan Chase (New York, NY)
- …required: JD + Recognized expertise in managing the estate planning needs of high - net - worth individuals + Sales experience, including: profiling, overcoming ... in a team-based environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- AIG (New York, NY)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... ensure local market presence + Prepare succinct summaries, business plans, models and high level data on financials and business growth for onwards distribution to… 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 ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… 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 ... World Insurance Associates ("World") is a unique financial services organization with a global network of...their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of… more
- AIG (New York, NY)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... senior member of the team, you will set a high standard of customer service to brokers and clients...to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace… more
- Scotiabank (New York, NY)
- …+ Collaborate with the trading team to develop and optimize structured investments targeting high net worth individuals + Monitor lifecycle process and ... a purpose driven winning team, committed to results, in an inclusive and high -performing culture. **Title: Associate Director, Structured Note Sales / GBM - New… more
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