- Citigroup (New York, NY)
- …planning. The group works** **closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland ... with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients** **Analyze financial plans… more
- Principal Financial Group (Albany, NY)
- …to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture… more
- Parexel (Albany, NY)
- …Lead, Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general...profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more