• Alternative Investments Structuring , Analyst

    JPMorgan Chase (New York, NY)
    **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... goal is to identify and bring to JP Morgan's Wealth Management clients a diverse array of attractive alternative...clients, endowments and foundations. With over $100 billion of client capital invested across hedge funds, private equity and… more
    JPMorgan Chase (09/21/25)
    - Related Jobs

  • Senior Director, Executive Compensation and Board…

    WTW (New York, NY)
    …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas… more
    WTW (09/26/25)
    - Related Jobs

  • Business Banking Relationship Manager

    Pioneer Bank (Albany, NY)
    …the sales process. + Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. + Performs cost/benefit and risk analysis ... when preparing client recommendations and assessing client relationships. +...retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management.… more
    Pioneer Bank (09/23/25)
    - Related Jobs

  • Sales Specialist, D&R Sell Side

    S&P Global (New York, NY)
    …delivery or API via data distribution channels to prospective clients. Client segment focus will be across Financial Institutions. Through proactive prospection, ... you are to diagnose client requirements, define pricing frameworks and look to combine...and organized process around working with the assigned Sales Associate and Prospecting team to stay in front of… more
    S&P Global (09/30/25)
    - Related Jobs

  • Financial Advisor

    Edward Jones (Port Jervis, NY)
    …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
    Edward Jones (09/25/25)
    - Related Jobs

  • VP, Private Equity and M&A Advisory

    HUB International (New York, NY)
    …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... M&A Advisory Practice and is looking for a Sr. Associate , Private Equity and M&A Advisory to provide project...project management and due diligence support on proposed HUB client acquisitions. This is an ideal role for a… more
    HUB International (07/31/25)
    - Related Jobs

  • Analyst, Infrastructure & Project Finance

    Scotiabank (New York, NY)
    …for executing on a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates and ... Associate Directors to support the Directors and Managing Directors...performing individual company qualitative and quantitative analysis, and creating client proposal presentations and marketing materials. + Aid in… more
    Scotiabank (07/23/25)
    - Related Jobs

  • Funeral Director - Advance Planning

    SCI Shared Resources, LLC (Flushing, NY)
    …+ Solid work history + May require insurance license This position may require the associate to obtain and maintain an insurance license in any state in which he/she ... levels to ensure productivity Build Relationships with Families + Responds to client inquiries in a timely, respectful, sensitive and professional manner * Connects… more
    SCI Shared Resources, LLC (09/21/25)
    - Related Jobs

  • Early Talent Internship: Actuarial Services

    TIAA (New York, NY)
    …Business Development + Retirement Solutions, Risk and Compliance + Technology, Wealth Management **Key Roles and Duties** + **Support high-impact business ... contributing to meaningful projects that directly support business objectives and client outcomes + **Collaborate on strategic presentations and research projects,**… more
    TIAA (09/17/25)
    - Related Jobs

  • Senior Treasury Management Sales Officer

    First Horizon Bank (New York, NY)
    …treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed. + Build general knowledge of Treasury Management ... Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and update sales activities and… more
    First Horizon Bank (08/01/25)
    - Related Jobs