- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- Neuberger Berman (New York, NY)
- …eMoney users at NB Private Wealth. **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers… more
- Neuberger Berman (New York, NY)
- …changes and regulatory/process transformations. + Foster a culture of ownership, client focus, and continuous improvement; allocate resources to support changing ... Brokers, Technology, and Compliance teams. + Foster a culture of ownership, client focus, and continuous improvement across Aladdin-enabled workflows. + Serve as a… more
- TYLin (New York, NY)
- …You will set the technical bar, shape project delivery approaches, and deepen client relationships across the MTA, Amtrak, and other regional transit agencies, while ... structural solutions within complex transit environments. + **Act as a trusted advisor to NYC-area clients** , helping shape project scopes, resolve design… more
- TYLin (New York, NY)
- …where your decisions shape the future of transit. + Serve as a trusted advisor to clients, helping them navigate design challenges with confidence. + Mentor and ... infrastructure** , ensuring the highest technical standards. + Serve as the ** client 's engineering expert** , guiding them through complex design solutions. + Mentor… more
- TYLin (New York, NY)
- …You will set the technical bar, shape project delivery approaches, and deepen client relationships across the MTA, Amtrak, and other regional transit agencies, while ... structural solutions within complex transit environments. + **Act as a trusted advisor to NYC-area clients** , helping shape project scopes, resolve design… more
- NetApp (New York, NY)
- …the unique needs of the customer + Work directly with all client subsidiaries to drive sales opportunities, identify and define 'Design-Win' opportunities, and ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate virtual… more
- UMB Bank (Albany, NY)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion… more
- James Perse Los Angeles (Bleecker, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous… more
