- 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 ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2...Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families… more
- 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 (New York, NY)
- …and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial interactions. ... 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
- JPMorgan Chase (New York, NY)
- …'s other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families… 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
- Citigroup (Smithtown, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… 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...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Scotiabank (New York, NY)
- … client relationships, identifying new business opportunities, and delivering tailored financial solutions that align with client needs. You will actively ... and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas,...In this role, you will serve as a trusted advisor and single point of contact for clients, building… more
- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison...in business. **Skills:** * Analytical Thinking * Customer and Client Focus * Financial Forecasting and Modeling… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more