- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more
- JPMorgan Chase (New York, NY)
- The Global Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Global Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business… more
- Bank of America (New York, NY)
- …developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we make an ... business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through… more
- JPMorgan Chase (New York, NY)
- …account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. + ... of hire. **Preferred Qualifications, Capabilities, and Skills:** + Experience with Advisor /Banker compensation plans and incentive structures. + Ability to build and… more
- Citigroup (New York, NY)
- …to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for ... Success in this role will be measured by product adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth. **Job Family Group:**… more
- SHI (Albany, NY)
- …in the US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness , and financial benefits to offer peace of mind to you and your ... and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- Citigroup (Smithtown, NY)
- …market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + Demonstrated ability to lead, motivate, and… more
- Bank of America (New York, NY)
- …developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we make an ... all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund… more
- JPMorgan Chase (New York, NY)
- …across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence. + Inform product ... the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and formulate… more