- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...of this client promise acting as the primary client advisor developing and implementing strategies based on the client's… more
- KeyBank (Syracuse, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor...KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the… 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 organization, renowned for providing...our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances...experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. +… more
- Neuberger Berman (New York, NY)
- …you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through ... discipline + 7+ years' of hands on C# development experience, preferably in private wealth , wealth management , or financial services + Well versed… more
- JPMorgan Chase (New York, NY)
- …at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... + Demonstrated success in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth market. + Proficient… 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, ... through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region… 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 ... market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing...or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or… more