- Bank of America (New York, NY)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City National Bank (New York, NY)
- …Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated professional, ... and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team...team of experienced professionals and a wide range of investment products and services * Conduct initial… more
- Sprinklr (NY)
- …about our culture here: The Sprinklr Way. **Job Description** **Meet Our Managed Services Team!** Our Managed Services Team at Sprinklr drives product retention, ... full potential. **Consultant Roles We Hire For:** Our Managed Services Team commonly hires for three Consultant roles: +...Do:** + **Deliver Value** - Ensure customers maximize their investment in Sprinklr. + **Drive Adoption** - Promote product… more
- Raymond James Financial, Inc. (New York, NY)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... framework for investment advisory programs. + Monitor regulatory changes and ensure...Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +… more
- Evolent (Albany, NY)
- …**What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A ( Services ) to join our team of Finance professionals working to advance Evolent's mission. ... finance professional who will act as the go-to partner for the Services business, operating with extreme ownership, driving cross-functional progress, and serving as… more
- JPMorgan Chase (Pittsford, NY)
- Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a ... Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income,...hedge funds, and more. With a commitment to customer service , you'll help shape the future for our clients… more
- Binghamton University (Binghamton, NY)
- …styles. + Hold regular office hours to provide individual support to students. Service : + Participating in SOM and university committees as assigned. Student Club ... Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton...student clubs (ie, Binghamton University Finance Society, the Binghamton Investment Fund, and Women in Finance). + Provide guidance… more
- Deloitte (New York, NY)
- …your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax ... and sector-specific trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- BlackRock (New York, NY)
- …- Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... client segments, drive advisor efficiency & scale through connected digital systems, and...their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated… 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