- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending… 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
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. +...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… 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
- World Wide Technology (New York, NY)
- …partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a ... bringing forward cross-industry perspectives and innovation insights to shape client strategy. **Key Responsibilities:** **Maximize Account Engagement** + Engage as… more
- Citigroup (New York, 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
- Citigroup (Hewlett, 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
- Citigroup (New York, 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
- JPMorgan Chase (New York, NY)
- …engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation ... an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset… more
- Truist (New York, NY)
- …market, and products 5. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 6. Developing network of ... **Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic… more