- Citigroup (Queens, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi..., you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- JPMorgan Chase (New York, NY)
- …solutions that address customer needs. **Job responsibilities:** + Oversees the Financial Planning advisor product roadmap, vision, development, execution, risk ... + Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop product that meets advisor and customer needs,… more
- KeyBank (Greece, NY)
- …strategy and shows how various functions contribute to results; utilizes economic, financial , and organizational data to build business cases for major ... 14616 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (New York, NY)
- …55ip Enterprise Advisor Service Associate within the 55ip Client Advisory team , you will be instrumental in providing a best-in-class client experience. You will ... empower our internal partners. As our firm and the Advisor Services team grow, your role as...are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- JPMorgan Chase (New York, NY)
- …projects, with potential for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by delivering tailored ... and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.… more
- Bank of America (New York, NY)
- …**Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new ... and/or complex financial services experience or equivalent financial services/ business experience * Ability to drive...members * Takes on a leadership role on the team and within the business community Desired… more
- City of New York (New York, NY)
- …economic mobility. The Authority is seeking a highly skilled individual to serve as Senior Advisor to the Chief Financial Officer (CFO). The CFO is a key member ... of the NYCHA executive team tasked with leading the financial planning...committees. 8. Manage and safeguard confidential data, including sensitive business , financial , and personnel information. 9. Perform… more
- The Cigna Group (New York, NY)
- …will be responsible for management of existing products within the pharmacy benefit and financial product team as well as developing new product offerings to ... will report to the Director, Product Strategy within the Pharmacy Benefit and Financial Product team . The successful individual in this role will have a… more
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this...your career while making a significant impact on our business . As a Senior Home Lending Advisor … more
- Fiserv (Albany, NY)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... make a difference at Fiserv. **Job Title** Raddon Strategic Advisor **What does a successful Strategic Advisor ...publications. + Establish a good rapport with clients and team members. **What you will need to have:** +… more