• Client Associate

    Neuberger Berman (New York, NY)
    NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the financial… more
    Neuberger Berman (07/18/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
    JPMorgan Chase (09/13/25)
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  • OTC Derivatives Client Solutions Lead…

    Citigroup (Getzville, NY)
    …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... **that'll offer you the opportunity to build an in-depth knowledge of Citi's client experience within financial services operations. Every day there will be… more
    Citigroup (09/25/25)
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  • Client Onboarding - Investment…

    Mizuho Corporate Bank (New York, NY)
    …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
    Mizuho Corporate Bank (08/20/25)
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  • Summer 2026 Key Investment Services Internship…

    KeyBank (Albany, NY)
    …and interest in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in ... is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability...Advisor . **Skills** + Analytical Skills: Ability to analyze financial data and client information to support… more
    KeyBank (09/11/25)
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  • Senior Managing Director, Transaction…

    Ankura (NY)
    …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... team supports private equity firms, corporations, and other stakeholders through the...value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within… more
    Ankura (09/09/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, 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
    World Insurance Associates, LLC. (09/12/25)
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  • Senior Vice President, Management Consultancy

    WSP USA (New York, NY)
    …Opportunity WSP is currently initiating a search for an **Advisory & Planning (A&P) Strategic Advisor ** . Be involved in projects with our A&P Business Line and be a ... part of a growing organization that meets our client 's objectives and solves their challenges. Our **A&P Strategic Advisors** are responsible for driving top line… more
    WSP USA (09/13/25)
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  • Market Growth Director

    Wells Fargo (Melville, NY)
    …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
    Wells Fargo (09/06/25)
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  • Experience Design Vice President

    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 (09/18/25)
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