- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... as a specialist resource to support all wealth management areas + Keeps others on...of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers… more
- JPMorgan Chase (New York, NY)
- …storytelling. As a Search Manager on the Global Integrated Media Team within Asset & Wealth Management , you will be part of a nimble global center of excellence ... markets that are results-oriented, on-brand, engaging, and innovative. You possess diverse client management experience and have the ability to execute across… more
- JPMorgan Chase (New York, NY)
- …acquisition agency + Experience sourcing and pipelining talent + Demonstrate excellent client management skills + Demonstrated ability to build relationships and ... and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified...candidate calls and take ownership of offer negotiation and management + Liaise with hiring managers, human resources, and… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan ... you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence...affluent clients and/or subject matter expertise in the affluent wealth market, hospitality or client service +… more
- Deloitte (Jericho, NY)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces ... ends on 12/19/2025. Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain… more
- Charles Schwab (Lake Grove, NY)
- …/Customer Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- JPMorgan Chase (New York, NY)
- …client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies ... to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our...Management , to promote business growth and deliver superior client service. **Key Responsibilities:** + Act as a key… more
- Deloitte (Williamsville, NY)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing ... specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing advice regarding… more
- Win (Women In Need) (Brooklyn, NY)
- Title of Position: Income Building Specialist /Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income ... the Position Salary: $27.55 per hour The Income Building Specialist (IBS) is responsible for providing employment services, ranging...by Win. *Refer clients to training programs based on client 's goals and experience. *Ensure linkages with the New… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** **Sales Specialist - Data, Valuations and Risk (Investor Services)** **The Team:** This is an ... candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. **Responsibilities and… more