• Account Executive - Retirement 401(k) Services

    Paychex (Manhattan, NY)
    …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... Paychex experience and successful completion of required training programs and/or certification by senior sales management. + 2 years of experience in Relevant … more
    Paychex (06/14/25)
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  • Asset Management - Head of Private Wealth…

    JPMorgan Chase (New York, NY)
    …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... Client will oversee the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for cultivating deep client… more
    JPMorgan Chase (07/10/25)
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  • Citi Wealth / Private Bank - HNW Banker - C15/Dir

    Citigroup (New York, NY)
    …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
    Citigroup (06/03/25)
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  • Portfolio Design Analyst

    City National Bank (New York, NY)
    …client meetings * Print and bind client presentations * Develop relationships with sales investment consultants * Perform clerical and support takes * Maintain ... WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth… more
    City National Bank (07/18/25)
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  • Commercial Banking - Executive Director, Business…

    JPMorgan Chase (New York, NY)
    …simplify complex data into actionable insights and establish yourself as a trusted advisor to the Business Head and leadership team. We're looking for a business ... simplify complex data into actionable insights and establish themselves as a trusted advisor to the Business Head and leadership team. You'll have ownership and… more
    JPMorgan Chase (08/02/25)
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  • Strategic Account Manager

    Microsoft Corporation (New York, NY)
    …decision makers in developing, sharing, and promoting mutually beneficial, customizable joint investment plans to grow sales and partner impact, leveraging ... of strategies for the assigned account to ensure engagements yield high-volume sales , drive plans to increase revenue potential, and open new opportunities for… more
    Microsoft Corporation (08/01/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
    Citigroup (07/31/25)
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  • Mid-Cap Financial Sponsors Group Business Manager…

    JPMorgan Chase (New York, NY)
    …in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing JP Morgan's vast network and resources to establish the ... firm as a strategic advisor . Your role will involve interfacing across the Global...Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, with a focus on US-based small and… more
    JPMorgan Chase (07/04/25)
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  • Associate General Counsel

    City of New York (New York, NY)
    …design and implementation. Your Impact: As an Associate General Counsel, you will be a senior legal advisor to the Agency in support of the City's ambitious ... has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This… more
    City of New York (07/31/25)
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  • Client Director - Morgan Stanley

    Microsoft Corporation (New York, NY)
    …makers in developing, sharing, and promoting mutually beneficial, long-term, customizable joint investment plans to grow sales and partner impact, leveraging ... for the assigned account to ensure engagements yield high-volume sales , drive plans to increase revenue potential, and open...and maintains status as a thought leader and trusted advisor to the assigned account's C-level business decision makers… more
    Microsoft Corporation (08/01/25)
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