- 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
- 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
- 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 ... new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing...ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients...risk and problem areas * Act as an internal advisor to business and corporate units regarding the ORM… more
- Bank of America (New York, NY)
- …sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual ... + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more
- HSBC (New York, NY)
- …delivery of investment advice and implementation (including tools and programs) for Private Banking clients. The team in responsible for commercialization of the ... role requires an individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of data, tools, managed account… 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 ... and procedures. The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep… more
- Truist (New York, NY)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers in collaborative deal team ... Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue and advisory opportunities for each partnership and… 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 contract across all markets, offering dedicated Global… more