- JPMorgan Chase (New York, NY)
- …meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout the firm + ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- JPMorgan Chase (New York, NY)
- …deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical ... strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to… 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
- JPMorgan Chase (New York, NY)
- …exceptional client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, ... in their market including managing across a matrix leadership team and representing JP Morgan Advisors locally. You will...efforts + Lead the market to acquire and drive business opportunities by coaching and developing Financial … 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. ... Bank is seeking a dynamic and experienced Senior Associate to join our Digital Team . This role will focus on representing and advocating for our Latin American… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management is a critical growth business for the firm, serving clients from the mass affluent to the ultra-high-net-worth markets. Within the JP ... role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions...Product Marketing Senior Associate on the JPMorgan Wealth Management team , you will be a marketing champion for a… more
- Neuberger Berman (New York, NY)
- …Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… 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 ... years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team . + Experience leading a … more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... oriented and creative problem solver to join our growing team . This essential role helps to provide high quality/high...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- KeyBank (Albany, 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