- Guardian Life (New York, NY)
- …Curios and adaptive, embracing AI and emerging media trends to shape innovative PR strategies and scalable advisor resources **You have:** + 6-8 years of ... As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a...drive cohesion and consistency with Guardian's brand and business strategies . A key focus will be fostering strong relationships… more
- JPMorgan Chase (New York, NY)
- …market insights to investors, and engage with business priorities for **J.P. Morgan's Wealth Management business** . You will not only have prior experience in macro ... and able to both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class investment views, via client… more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... have significant financial implications. + Serve as a trusted advisor to clients and provide strategic advice regarding financial...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Vice President of Product Delivery for the JP Morgan Wealth Management - Wealth Engagement team, where you will play a leadership role ... long-term relationships. As the Product Delivery Manager on the Wealth Engagement Product team, with a strong commitment to...help prospects invest on their own or with an advisor and get the most out of their relationship,… more
- JPMorgan Chase (New York, NY)
- …and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic ... various business development rollout activities, ensuring alignment with the national strategies and business priorities. + Set clear goals, monitor team… more
- Raymond James Financial, Inc. (Depew, NY)
- …as part of a team + Provide a high level of customer service _Custom Wealth Strategies and its employees are_ **_independent contractors with respect to Raymond ... reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management… more
- Robert Half Finance & Accounting (Utica, NY)
- Description We are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for ... families achieve their financial goals through personalized planning and investment strategies . For immediate consideration, please contact Carmen Warga in our… more
- Truist (New York, NY)
- …focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and...a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
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