- KeyBank (Syracuse, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The...and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. +… more
- Citigroup (New York, NY)
- …aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth Businesses + ... Citi Wealth is a premier wealth management...a skilled individual who will support our Business Intelligence team in the area of Sales Advisor … more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client...as a trusted resource for clients and an experienced Wealth Advisor Team . The Client ... portfolio systems. + **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. +… more
- Neuberger Berman (New York, NY)
- …ensuring high-quality outcomes that align with evolving business needs. As part of the ** Private Wealth Front Office Technology** team , you will play a ... In this role, you will collaborate with an agile team to design, build, and maintain platforms that adapt...key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor … more
- JPMorgan Chase (New York, NY)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout ... Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal… 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 ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is...recommendations, and ongoing risk assessments. + Collaborate with World's Private Client team and carrier partners to… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... will also be responsible for working with the Technology team to ensure clear business requirements while working with...new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… 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 ... Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... and Solutions Group, you will work with a global team of Fixed Income Specialists who advise clients and...market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... or external events. The Operational Risk Business Oversight (ORBO) team is responsible for providing advisory and oversight, with...and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients… more