- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...of the client portal, mobile app, and emerging self-service solutions . + Determine the optimal suite of platform capabilities… more
- Principal Financial Group (Albany, NY)
- …compliant, and scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. ... an innovative greenfield platform, we are seeking an experienced Technical solutions leader (individual contributor) to design, develop, and maintain software … more
- Excellus BlueCross BlueShield (Rochester, NY)
- …department contacts. + Develops a thorough understanding of clients strategic goals, financial position and opportunities to offer solutions that meet their ... primarily responsible for the overall management of strategic and national accounts. This includes but is not limited to...but is not limited to acting as a strategic advisor to support clients in the decision making process… more
- City National Bank (New York, NY)
- …business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, ... financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html).… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …executive benefits, investment advisory and retirement plan services, and payroll & HR solutions . As a Personal Lines Private Client Advisor , your primary ... risk management solutions . Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort and performance. We offer… more
- City National Bank (New York, NY)
- …processes employed and the incentives with which colleagues are awarded. * All City National products, financial solutions and services are to be provided ... feels informed at all times. Perception as a trusted advisor by both the staff and the client. *...financial services companies. To learn more about City National and our dynamic company culture, visit us at… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and… more
- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals… more
- World Insurance Associates, LLC. (Rochester, NY)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Kohl's (New York, NY)
- …mindset charged with driving aggressive ad revenue growth and delivering profitable financial contributions, and draw on media experience to tell the story of ... strategy and long-term skill development + Drive the growth of national brand relationships by deepening existing partnerships and unlocking incremental media… more