- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Neuberger Berman (New York, NY)
- …you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through ... discipline + 4-7 years' of hands-on C# development experience, preferably in private wealth , wealth management, or financial services + Well versed in… more
- 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 retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- Bloomberg (New York, NY)
- …Companies (BDCs), tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our ... data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry...BDCs, tender offer funds, interval funds, non-traded REITs, and private wealth evergreen funds + Proven experience… more
- JPMorgan Chase (New York, NY)
- …products - including the JP Morgan Reserve Card - across the firm's various banking wealth segments - including the Private Bank, Asset & Wealth Management, ... This executive role is instrumental in driving product strategy, fostering cross- wealth segment collaboration, and championing product adoption at the highest levels… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… 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 ... governing regulations, internal policies and procedures. As a strategic advisor to business leaders, the Senior Manager, HRBP leads...Leadership - Act as a core member and HR advisor to the Business Units leadership team. Develops 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...firms, coordination across the Investment Bank, Commercial Bank and Private Bank, as well as Mergers & Acquisitions, debt… 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 ... education, training sessions, and market updates to platform gatekeepers and advisor -facing teams measured by engagement and adoption. + Monitor competitive… 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 ... with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point of contact across all markets, offering dedicated Global Transaction… more