- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II - Consumer Investments - Manhattan South Market New York, New York;New York, New York; New York, New York; New York, New York; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and ... healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a… more
- Lincoln Financial (Albany, NY)
- …**Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- JPMorgan Chase (New York, NY)
- …a law firm or investment management firm. + Expertise in the Investment Company Act of 1940. + Strong leadership, analytical, and problem-solving skills. ... Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- M&T Bank (Hauppauge, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... the full array of financial services distributed by the Company to current and new clients. + Coordinates team...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Optiv (New York, NY)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. By ... aligned business goals, budgetary spend, and metrics based on return of investment . + Build relationships at clients by participating in thought leadership, support,… more
- JPMorgan Chase (New York, NY)
- …projects, with potential for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by delivering tailored solutions ... & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (New York, NY)
- …Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to ... across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc + Partner...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Citigroup (New York, NY)
- …Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility ... of this role is to act as a strategic advisor to our clients by facilitating capital formation in...projects or assignments as the junior member of the Investment Banking team + Work directly with internal partners… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Investment Banking Senior Analyst is an intermediate level...and live deals + Conduct economic/financial research + Evaluate company 's financial performance compared to overall industry and market… more