- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Athene (New York, NY)
- …help address the retirement crisis. + Experience with Defined Contribution plans and/or Registered Investment Advisor channel a plus. + Strong presentation ... our existing offerings, including Defined Contributions, Institutional Products, and the RIA channel. Accountabilities: + Lead development of initial product ideas… more
- Guardian Life (New York, NY)
- …and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor ( RIA ), which offers ... and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and… more
- NBT Bank (Williamsville, NY)
- …Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor ( RIA ) Tasks Performed: + 40% ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Paychex (Buffalo, NY)
- …potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end ... users. + Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources. + Analyzes the prospects' needs and interests,… more
- Guardian Life (Albany, NY)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- ICON Clinical Research (New York, NY)
- …Chemistry with Abbott instrumentation. Our Special Chemistry department employs EIA and RIA instrumentation, as well as equipment from Roche, Siemens, and Optilite. ... For Automated Hematology, we use Siemens, Novus, and Stago platforms. Differences: Our lab primarily focuses on monitoring the health and safety of subjects within clinical trials, tracking their progress over multiple visits. \#LI-FL1 **What ICON can offer… more
- Bloomberg (New York, NY)
- …solutions under the Bloomberg Valuation and Risk Services (BVAL) and the Risk Investment Analytics ( RIA ) banner. You'll work closely with clients and prospects ... rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to… more
- TD Bank (New York, NY)
- …and guidelines, internal controls and operational procedures + In-depth knowledge of RIA and B/D Operations, investment products, and ability to strategically ... mandate, including the development of strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/Wealth management business and… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... of our business, such that they can represent the investment team and our investment process across...funds and strategies to institutional allocators across US Wealth, RIA , Family Office. * Research, propose, and execute Go-To_Market… more