- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Oracle (Albany, NY)
- …within a given industry or an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support the most complex deals with ... and assisting them in the sales cycle. A CS Senior Advisor is expected to participate and/or...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- M&T Bank (New York, 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, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… 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 ... updates. + Provide timely and frequent updates to global senior management. + Understand and provide investment ...global senior management. + Understand and provide investment solutions to rapidly changing alternatives investment … more
- Citigroup (New York, NY)
- The Investment Banking Senior Associate is an...of this role is to act as a strategic advisor to our clients by formulating investment ... financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Associate also serves as an intermediary in trading for… more
- Humana (Albany, NY)
- …cross functional investment sizing workstreams and provide high-level support for senior leaders to make informed decisions + Identify new growth avenues of ... customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
- BlackRock (New York, NY)
- …+ Partner with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy (eg, channel strategies, product ... deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive strategy...projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... We are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more