- Wells Fargo (Melville, NY)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... and investment sales environments, with a deep understanding of advisor business models, client needs, and full...a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment,… 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
- World Insurance Associates, LLC. (Kingston, 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
- 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
- JPMorgan Chase (New York, NY)
- …in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the ... mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...and their portfolio companies, and to provide this important client group the same consistent and focused coverage that… 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
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client … 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
- JPMorgan Chase (New York, NY)
- …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more