• Investment Consultant

    City National Bank (New York, NY)
    * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
    City National Bank (08/24/25)
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  • Investment Consultant - New York, NY…

    Charles Schwab (New York, NY)
    …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A… more
    Charles Schwab (08/31/25)
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  • Alternative Investment Internal…

    T. Rowe Price (New York, NY)
    …difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... sales targets and territory goals alongside external counterparts. As an Alternative Investment Internal Consultant for Global Alternatives, you will support the… more
    T. Rowe Price (08/04/25)
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  • Investment Consultant

    Charles Schwab (Brooklyn, NY)
    …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... lending needs. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: + Bachelor's… more
    Charles Schwab (08/31/25)
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  • Investment Banking Client Strategy, Senior…

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking a Investment Banking Client Strategy Consultant , Senior Assistant Vice President (Senior Business Execution ... Consultant ) in Corporate & Investment Banking as part of the Chief Operations Office...of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution. Learn… more
    Wells Fargo (08/27/25)
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  • Business Development Specialist

    City National Bank (New York, NY)
    …CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors… more
    City National Bank (08/07/25)
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  • Managing Director, Private Market…

    JPMorgan Chase (New York, NY)
    …competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
    JPMorgan Chase (07/19/25)
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  • New Account Specialist IV

    City National Bank (New York, NY)
    …anage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant . Monitor the process of the transfer, handle any potential ... *The Qualifications* * 3 to 5 years of experience in a broker dealer or investment industry * Minimum 3 years of experience in a financial related industry * Minimum… more
    City National Bank (08/21/25)
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  • Associate Director, Institutional Client…

    Principal Financial Group (New York, NY)
    …and execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, ... and their diverse needs across various asset classes, including alternative investment products + Cultivate an in-depth understanding of Principal Asset Management's… more
    Principal Financial Group (08/27/25)
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  • Associate Director, Value Management

    Publicis Groupe (New York, NY)
    …tactics + Work closely with Value Management team leads to communicate with agency investment and consultant point of contacts to savings methodologies used to ... an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and… more
    Publicis Groupe (08/07/25)
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