- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate Bilingual-Portuguese- Preferred \_25030966) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, ... models and value propositions for DAF products, with a focus on trading, investment , and digital client/ advisor experience. + Collaborate with digital product… more
- KeyBank (Baldwin Place, NY)
- …- Baldwin Place, New York 10505 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... capabilities within Key. (required) **Licenses and Certifications** + Notary License ( preferred ) **Skills** + Knowledgeable about the client's accounts and business… more
- KeyBank (Mahopac, NY)
- …6 - Mahopac, New York 10541 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... , GED or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Work Experience** + Minimum of 1 year experience in developing current… more
- Neuberger Berman (New York, NY)
- …and/or JIRA. + Strong presentation, writing, and communication skills. **Nice-to-Have / Preferred / Plus** + Familiarity with Private Investment landscape ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- Neuberger Berman (New York, NY)
- …partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- JPMorgan Chase (New York, NY)
- …to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary ... Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio… more
- KeyBank (Buffalo, NY)
- …Key Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's...S65 ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… more
- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... wealth client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private BDCs,… more
- KeyBank (Albany, NY)
- …KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's...S65 ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… more