- Oracle (Albany, NY)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Citigroup (New York, NY)
- …into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted advisor to clients and provide ... financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that ...Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… 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
- Wells Fargo (New York, NY)
- …financial advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking ... to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class… 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
- JPMorgan Chase (New York, NY)
- …the broader Strategic Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and ... Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...forward + Refining marketing / execution materials for maximum client impact + Overseeing the creation of financial… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible ... with eMoney representatives on behalf of all eMoney users at NB Private Wealth. **Responsibilities:** + Constructing and formulating client wealth planning… 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
- 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