- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... sales enablement function will operate as part of our Client & Product Strategy ("CPS") team which serves as...new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- 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 ... retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key...planning activities including data entry and analysis. + Observe client meetings and assist with basic administrative tasks. +… 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 ... Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and… more
- JPMorgan Chase (New York, NY)
- …Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within ... FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...and their portfolio companies, and to provide this important client group the same consistent and focused coverage that… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... 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)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger… more