- Bard College (Annandale On Hudson, NY)
- …campus-wide partners + Working closely with Advancement Services and Director of IA, identify high net worth individuals and develop engagement strategies as ... Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by...IA, provide strategic guidance, messaging, and oversight to the Manager for Annual Giving & Alumni Relations + Maintain… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... clarify, or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion… more
- Citizens (New York, NY)
- …and interpersonal skills. Preferred Qualifications + Experience working with or supporting high - net - worth or financial services clients. + Familiarity with ... can juggle multiple priorities, and is passionate about delivering high -quality, on-brand creative under tight deadlines. Key Responsibilities + Creative… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen the… more
- City National Bank (New York, NY)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... and promotes the prompt and thorough resolution of escalated non-standard, high risk issues **Employee/Team Accountabilities:** + Participates fully as a member… more
- Citigroup (Smithtown, NY)
- …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank, Commercial… more
- Bank of America (Brooklyn, NY)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... * Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Buffalo, NY)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Neuberger Berman (New York, NY)
- **Primary Responsibilities:** + Serve as a primary point of contact for high - net - worth clients, addressing operational support and client service needs ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
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