- World Insurance Associates, LLC. (Woodbury, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and… more
- AON (New York, NY)
- …+ Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop findings and ... solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute and deliver to… more
- Amazon (New York, NY)
- …new strategic and data-driven businesses? Join the Startup Organization (SUP) team as GTM Executive GenAI Startups! We're seeking a customer-obsessed builder ... to join our Startup Organization (SUP) team as GTM GenAI Startups lead. The GenAI ...leadership - Serve as a trusted business & technical advisor to our top Generative AI startup partners -… more
- Amazon (New York, NY)
- …new strategic and data-driven businesses? Join the Startup Organization (SUP) team as GTM Executive GenAI Startups! We're seeking a customer-obsessed builder ... to join our Startup Organization (SUP) team as GTM GenAI Startups lead. The GenAI ...leadership - Serve as a trusted business & technical advisor to our top Generative AI startup partners -… more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...advisor and introducing them to the local sales team to close new business. In this role you… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**… more
- Citigroup (New York, NY)
- …solutions. We are seeking a skilled individual who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights ... Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation,… more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... providing them with best in industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting… more
- JPMorgan Chase (New York, NY)
- …Director to join The Chief Data and Analytics Office (CDAO) at JPMorgan Chase. This team is dedicated to positioning the firm as the leading data and AI-enabled ... financial services firm globally. Its mission is to set...standards for responsible and controlled adoption. The CDAO strategy team supports that mission by driving strategy development (eg,… more