- Neuberger Berman (New York, NY)
- …continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. ... We are seeking a seasoned and proactive individual to join Investment Team Support to lead a high-performing function within the Public & Private Markets, with a… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- M&T Bank (New York, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Bank of America (New York, NY)
- …who then teams with the DMC Group. The DMC Group partners with the Advisor to provide investment advice and recommendations to clients, securities execution, and ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Scotiabank (New York, NY)
- Senior Manager, HR Business Partner, Investment Banking **Requisition ID:** 246419 **Salary Range:** 120,900.00 - 231,400.00 _Please note that the Salary Range ... results, in an inclusive and high-performing culture. **Title** : Senior Manager, HRBP, Investment Banking - New...governing regulations, internal policies and procedures. As a strategic advisor to business leaders, the Senior Manager,… more
- Microsoft Corporation (New York, NY)
- …in targeted business outcomes, driving revenue growth for Microsoft. As an **Industry Advisor ** on the **Americas Capital Markets Industry Sales team** , you ... and Data and AI journey. The **Capital Markets Industry and partner sales team** envisions new possibilities for our clients, positioning solutions that result… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities** In this role, TPC is looking for someone to work as a Senior Associate and serve as a Philanthropy Advisor for the International Private ... experience in non-profit organization, foundation or related work + Experience in sales and marketing a plus, particularly if conducted within the financial… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin America team, you will ... need to succeed - from training and mentorship from senior leaders to projects that engage all your skills....financial goals + Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more
