- HUB International (Melville, NY)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part ... unique, regional culture. We are seeking a highly motivated and experienced ** Senior Account Executive** to join FNA our Employee Benefits Wholesale Division. This… more
- Bank of America (New York, NY)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Senior Relationship Manager Business Banking- New York City,...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Treasury revenues; focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers. + Drives innovation on the… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor… more
- Principal Financial Group (Albany, NY)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set of P&L… more