- JPMorgan Chase (New York, NY)
- …and play a critical leadership role driving strategic business management across Client Onboarding. In this role, you will partner directly with C-suite leaders ... transformational initiatives. You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery of complex… more
- JPMorgan Chase (New York, NY)
- …instrumental in crafting solutions that simplify complex financial journeys, strengthen client - advisor relationships, and deliver measurable impact. If you are ... innovative Experience Design Vice President to lead the evolution of our US client -facing authenticated digital experience. In this influential role, you will be at… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The… more
- HUB International (New York, NY)
- …International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... array of business insurance, employee benefits, risk services, personal insurance, retirement , and private wealth management products and services. With over $5… more
- Paychex (Syracuse, NY)
- …Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. ... Responsibilities + Presents all retirement plan and flexible spending account products and services...key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to… more
- JPMorgan Chase (New York, NY)
- …leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment-only ... intelligence and understanding of saving behaviors allows us to deliver effective retirement solutions, helping individuals manage risk and achieve their goals. Join… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- Edward Jones (Webster, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Bank of America (New York, NY)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their… 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 ... fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As...payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to… more