- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- City National Bank (New York, NY)
- …and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive ... and persistence needed to deliver new Financial Advisor introductions while building their career in financial services...Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a… more
- Guardian Life (New York, NY)
- …insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite ... and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and… 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 (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more
- JPMorgan Chase (New York, NY)
- …regulations to guide advisors. + Implement thorough account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews ... Join JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a… more
- KeyBank (Tarrytown, 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
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Guardian Life (New York, NY)
- …(inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer ... Guided by our company Purpose of "Inspiring well-being for our colleagues,...Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...+ Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across… more