- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
- RGP (New York, NY)
- …across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. + Drive ... Deep domain expertise in at least 2-3 areas within financial services, such as capital markets, wealth ...within financial services, such as capital markets, wealth management, or insurance. + Advanced proficiency in data… more
- Principal Financial Group (Albany, NY)
- …scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and… more
- Neuberger Berman (New York, NY)
- …team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience ... + 7+ years' of hands on C# development experience, preferably in private wealth , wealth management, or financial services + Well versed in core Microsoft… more
- M&T Bank (New York, NY)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth… 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 ... to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking ... client relationships by positioning and selling a broad array of appropriate financial products and services. Develops strategic relationships with all NBT Wealth… more