- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- JPMorgan Chase (New York, NY)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Mizuho Corporate Bank (New York, NY)
- …+ Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... Advisor 's organization structure as well as determine when full...required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the… more
- Bloomberg (New York, NY)
- …processes. **Our Team** The Alternative Investment Funds team supports Bloomberg's suite of private markets data from fund launch to liquidation, seed round to IPO, ... and all the data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry network to help clients take their… more
- World Insurance Associates, LLC. (Rochester, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time ... contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted… more
- Acxiom (Albany, NY)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in Databricks ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Citigroup (New York, NY)
- …Success in this role will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth. **Responsibilities:** ... and lead Citi Wealth's global digital marketing strategy, spanning client and advisor -facing platforms across the full...platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank, and Wealth at Work). + Define and… more
- AON (New York, NY)
- …develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. ... develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives.… more
- Neuberger Berman (New York, NY)
- …with eMoney representatives on behalf of all eMoney users at NB Private Wealth. **Responsibilities:** + Constructing and formulating client wealth planning ... wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers… more
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