• Advisor Consultant Associate

    Neuberger Berman (New York, NY)
    …of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant ... advisors within a specific geographic region. **Responsibilities** + Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income,… more
    Neuberger Berman (09/18/25)
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  • Head of Private Wealth Platforms…

    Neuberger Berman (New York, NY)
    …transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client ... -centric strategy that will define the future of both client and advisor experiences. This leader will...understanding of Private Wealth business models, digital client engagement, and advisor workflows. + Experience… more
    Neuberger Berman (08/14/25)
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  • Senior Wealth Advisor SAFE Act - Downtown…

    Citigroup (New York, NY)
    …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
    Citigroup (09/04/25)
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  • Merchant Sales Advisor

    KeyBank (Fishkill, NY)
    …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant...solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex… more
    KeyBank (08/16/25)
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  • Senior Merchant Business Advisor

    KeyBank (Syracuse, NY)
    …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 13202-1600 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
    KeyBank (08/01/25)
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  • Key Private Bank Client Relationship…

    KeyBank (Syracuse, NY)
    … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team...the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member… more
    KeyBank (09/04/25)
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  • Trust Advisor

    City National Bank (New York, NY)
    TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
    City National Bank (09/26/25)
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  • Senior Portfolio Advisor

    Citigroup (New York, NY)
    …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** ... dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a… more
    Citigroup (08/14/25)
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  • Wealth Managment Advisor

    US Bank (New York, NY)
    …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
    US Bank (09/20/25)
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  • Senior Technical Product Manager - Private…

    Neuberger Berman (New York, NY)
    …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
    Neuberger Berman (08/22/25)
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