- Unknown (Westchester County, NY)
- Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the ... The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...be responsible for serving as the primary point of contact for a select number of these relationships, with… more
- Unknown (Manhattan, NY)
- SENIOR ADVISOR About the Company Mission-driven government agency providing social services to the local community Industry Government Administration Type Government ... About the Role The Company is seeking a Senior Advisor for the Chief of Shelter Operations. This senior-level...regulations governing shelter conditions, and serving as the primary contact for external advocates. The role also involves staying… more
- Unknown (New York, NY)
- …candidate will be responsible for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role involves serving as the ... primary contact for M&A opportunities, managing outreach, and building relationships...effectively communicate the value proposition and partnership model. For Advisor Team Recruitment, the focus is on cultivating relationships… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience ... orders + **Client Interaction** : Maintain regular and proactive contact with clients regarding new account documents, LOAs, account...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- Neuberger Berman (New York, NY)
- …in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at NB Private ... wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter expertise on… more
- Neuberger Berman (New York, NY)
- …rules. Ensure consistency across the ecosystem and all client and advisor touchpoints + Inventory and rationalize onboarding forms and documentation requirements ... experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data,… more
- Stony Brook University (Stony Brook, NY)
- …evaluate, and develop student placements; and serve as a liaison and advisor to students and agencies. Responsibilities also include attending student academic ... of a team. Applicants must have familiarity, be on-site, and able to travel between the Stony Brook University campus, the Manhattan extension site, and practicum… more
