- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy views....ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Citigroup (New York, NY)
- …and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Bank of America (New York, NY)
- …futures, real assets, non-traditional mutual funds and other alternative investment strategies . **Job Responsibilities:** + Acts as a subject-matter expert, owning ... the end-to-end Advisor and client experience, educating a wide audience across...managers to educate advisors and clients on alternative investment strategies and products **Required Qualifications:** + 2-5 years+ experience… more
- KeyBank (New York, NY)
- …Senior Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional ... executing successful campaigns, with a focus on delivering integrated communications strategies . The ideal candidate is passionate about building relationships with… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... Adobe Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are… more
- Citigroup (New York, NY)
- …and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of ... and offers a wide range of products and solutions, including investment strategies , banking and lending, trust and specialized services.The Private Bank delivers… more