- World Insurance Associates, LLC. (Buffalo, 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
- JPMorgan Chase (Rochester, NY)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... Banking Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive… more
- Neuberger Berman (New York, NY)
- …Technology** team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager ... years' of hands on C# development experience, preferably in private wealth, wealth management, or financial services + Well...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- JPMorgan Chase (New York, NY)
- …'s other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. ... will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families...advisors. * Ability to work in a team-based environment. ** Client Relationship Management** * Estate Officers must develop relationships… more
- JPMorgan Chase (New York, NY)
- …digital products and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial ... JP Morgan is transforming the future of Private Banking by incorporating a strong Product and...adhering to the firm's data sharing principles of security, client control and convenience, and privacy. **About the Role**… more
- Citigroup (Smithtown, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time ... $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting...key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses… more
- Ankura (NY)
- …diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire ... generating $2-$4 million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual… more
- Deloitte (Jericho, NY)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… 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
- Deloitte (New York, NY)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more