- Goldman Sachs, Inc. (New York, NY)
- …with other teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide opportunities to enhance ... advisors, and individuals. Alternatives Capital Formation (ACF) is part of the Client Solutions Group (CSG) within Asset Management . ACF manages capital… more
- Arch.co (New York, NY)
- …a best-in-class client experience Bonus Points If You: Have worked in wealth management , private funds, a family office, or accounting Are familiar with ... we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for...We're Looking For 2+ years of experience in project management , implementation, client services, or consulting Self-starter… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist -NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Citizens (New York, NY)
- …long-term loyalty and thrive in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens ... Wealth is charging forward with bold momentum-accelerating our strategy to elevate Wealth Management , scale Business Banking, grow deposits, and expand into… more
- Bank of America (New York, NY)
- …risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit ... Credit Product Specialist , Global Wealth & Investment Management New York,...Relationship Building * Active Listening * Analytical Thinking * Client Management * Customer and Client… more
- Broadview FCU (Albany, NY)
- … client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: + ... as a Subject Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM, Financial Education,… more
- Citigroup (New York, NY)
- …activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local regulations + ... Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Truist (New York, NY)
- …education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPA + 5 or more years of sales and client management experience in the Wealth… more
- Truist (New York, NY)
- …and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to...client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures,… more
