- Guardian Life (New York, NY)
- …compliant, and aligned with business and colleague needs. This position oversees a team of retirement and benefits professionals and serves as a key advisor ... seeking a talented and motivated individual to join our team as a Head of Retirement Plans. In this...in retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's… more
- TD Bank (New York, NY)
- …now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. ... + Extensive network of outside referral sources for new business + Excellent credit and financial analysis...goals (loans, deposits, fees), both individually and within the team , through development of new business Customers… more
- JPMorgan Chase (New York, NY)
- …global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... of new products and features. + Familiarity with an array of financial instruments. + Extensive experience authoring business requirements, defining user… more
- Tompkins Community Bank (Ithaca, NY)
- …expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance ... with rules and regulations. + Execute advisor marketing plans by coordinating client events; client mailings.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- KeyBank (Tarrytown, NY)
- …the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship ... Prepares and delivers client presentations, individually and as part of a team , presenting appropriate financial solutions via consultative review and proactive,… more
- HUB International (New York, NY)
- …the senior leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring, and enforcing appropriate ... experience as a senior SEC regulatory compliance professional for either a large financial services firm + Experience leading a team and preferably, leading… more
- JPMorgan Chase (New York, NY)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... then we have the role for you. Joining our Advisor Training Program means you will be joining a... Training Program means you will be joining a team committed to building client relationships and making meaningful… more
- JPMorgan Chase (Brooklyn, NY)
- …and promote results. This role offers opportunities to collaborate closely with business heads and internal stakeholders to achieve financial and strategic ... the CIB, you will be part of a high-performing team , serving as a trusted advisor to...work in a fast-paced, results-oriented environment, collaborating closely with business heads and internal stakeholders to achieve financial… more
- JPMorgan Chase (New York, NY)
- …and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders ... and senior management to drive industry-leading solutions. Additionally, the team develops business cases, conducts competitive research across the wealth… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more