- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... to work with some of the leading hedge and private equity firms, insurance companies, and banks in the...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**… more
- JPMorgan Chase (New York, NY)
- …such as investment flows, to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a ... Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk. This… more
- Bank of America (New York, NY)
- …and by supporting the flawless delivery of these solutions through a high-touch advisor / client experience. The primary mission of the Credit Product Specialist ... in each of the following: o Marketing and selling Private Wealth credit solutions with a goal to engage...Client Focus * Profitability Analysis * Collaboration * Financial Forecasting and Modeling * Pipeline Management * Sales… more
- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ ... worth into Private Wealth Management, help with client discovery and work with wealth management specialists to...have an independent ability to provide solutions for the client 's financial status using the most advanced… more
- Scotiabank (New York, NY)
- …streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… more
- Santander US (New York, NY)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... to You!** **Position Summary** The Relationship Analyst is responsible for performing client service tasks in a well-organized and timely manner, having a complete… more
- Tiffany & Co. (New York, NY)
- …the Masterpieces floor of The Landmark, the Ambassador, High Jewelry supports the Private Client Team and Client Advisors. **Responsibilities:** ** Client ... client needs and connect them with the appropriate Client Advisor . + Leverage The Landmark resources...well as programs that support mental, emotional, physical, and financial well-being. We also offer competitive pay, medical, dental,… more