- JPMorgan Chase (New York, NY)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking ... Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. + Make recommendations regarding… more
- Bank of America (Buffalo, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- …group. Primary functions will include efficiently segmenting and driving advisor /COI engagement while helping to optimize external territory sales coverage ... and deliver the overall client experience. **Responsibilities** + Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an… more
- Wells Fargo (New York, NY)
- …Wells Fargo is seeking a Lead Business Execution consultant in Corporate & Investment Banking (CIB), as part of the Chief Administrative Office - Banking (CAO). ... and lines of business at wellsfargojobs.com . Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital...this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and… more
- SMBC (New York, NY)
- …CFA, CFP, CIC, ChFC, PFS, to become CCO at a New York State registered investment advisor . Managerial skills + Proficiency in Windows and Office software + ... compliance experience (public and private). + Strong working knowledge of the Investment Company Act of 1940 and registered funds. + Working knowledge of… more
- Wells Fargo (New York, NY)
- …Fargo is seeking a Director (Senior Lead CIB Business Manager) in Corporate & Investment Banking (CIB), as part of the Chief Administrative Office - Banking (CAO). ... and lines of business at wellsfargojobs.com . Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital...this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and… more
- KeyBank (Syracuse, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- City National Bank (New York, NY)
- …estate needs in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects and values ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
- Foresters Financial Services (Westbury, NY)
- …empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and ... financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- JPMorgan Chase (New York, NY)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more