- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Neuberger Berman (New York, NY)
- Summary NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to… more
- Citizens (Rochester, NY)
- …liaison between clients, financial advisor(s), and internal departments + Complete new client onboarding and service requests for existing clients + ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and… more
- TD Bank (New York, NY)
- …Retail including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance . US Retail including TD ... America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade ....securities pricing . FI Dealer-to-Dealer order execution . FI Dealer-to- Client quoting solutions . FI automated execution capabilities .… more
- TD Bank (Staten Island, NY)
- …initiatives, fundraisers, etc. + Builds relationships by promoting a client /customer centered organization and proactively addresses customer needs + Contributes ... with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio + Manages the...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- BlackRock (New York, NY)
- **About this role** **Summary:** The US Wealth Advisory (USWA) COO team is looking for a Vice President, Business Intelligence Strategy Lead. In this role, you will ... synthesize industry, client , product and competitor trends to develop insights that...business insights. + Assess initiatives and results relative to wealth trends and evolving competition to recommend near- and… more
- BlackRock (New York, NY)
- …and business transformation. At BlackRock, the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, and ... process across public and private markets. It integrates risk, investment, and client management processes through a common data language, enabling scale, insights,… more
- BlackRock (New York, NY)
- …and transition investing, ETF product, industry landscape, and competitors in client meetings and presentations across wealth and institutional channels ... team and support the Sustainable and Transition ETF segment through client engagement and education, content and thought leadership, product management, data… more
- BlackRock (New York, NY)
- …global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and business needs. The ... Asset Owners (ie central banks, multilateral development banks and sovereign wealth funds), Financial Markets Advisory (FMA), and the Global Financial Institutions… more
- JPMorgan Chase (New York, NY)
- …and streamline the sales journey to enhance speed and efficiency. Optimize onboarding new plans, including monitoring drop-off rates from won to onboarding ... servicing and relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured by NMG… more