- Neuberger Berman (New York, NY)
- …focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development ... for various tools and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex initiatives simultaneously,… more
- JPMorgan Chase (Columbus, OH)
- …goals and is comprised of the Chase Wealth Management business, JP Morgan Advisors , Personal Advisors and Self-Directed - our digital investing platform. The ... has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As...products that increases the productivity of our operations and advisors . You will develop and refine the workstream's roadmap,… more
- Thrivent Financial (Hummelstown, PA)
- …and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors . Individuals in this position will be focused on securities and investment ... variable life, health, and annuities products and together with the Financial Advisors , will serve the financial and non-financial needs of Thrivent members,… more
- Guardian Life (New York, NY)
- …PR program that empowers our network of principal owners and 2,700 financial advisors to amplify their visibility, engage clients, and drive growth. You will work ... fostering strong relationships and open lines of communication with advisors , encouraging active involvement in communications initiatives, and creating… more
- Wells Fargo (Boston, MA)
- …client discovery and understanding of client goals and objectives + Work with Advisors to develop business opportunities with clients and prospects + Focus on cash ... transfer strategies + Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions + Coach and educate … more
- Binghamton University (Binghamton, NY)
- …The Assistant Director supervises a team of Education Abroad Advisors and provides professional-level administrative, technical, and programmatic support to ... must maintain working relationships with faculty, education abroad directors and advisors , counterparts in other institutions in the US and abroad, Binghamton… more
- City National Bank (Wilmington, DE)
- …Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors , and other bank colleagues. * Oversee annual administrative review of ... of client's assets upon termination of accounts. * Respond to clients, advisors , and intermediaries regarding the administration and maintenance of accounts *… more
- The Estee Lauder Companies (Los Angeles, CA)
- …intelligence on competitors' programmes. Supervision and Team Management of Beauty Advisors ⁃ Assist ASOM in recruiting, onboarding, and the management of ... they represent B. Education ⁃ Train and develop Beauty Advisors Counter Coaching ⁃ Connect with BAs both through...improving customer experience and sales productivity. ⁃ Conduct Beauty Advisors / Generic Staff Training of smaller doors ⁃ Closely… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing ... + Collects fundamental research on related companies as requested by Financial Advisors . + Uses analytical tools, software and methodologies to research investment… more
- Auburn University (Auburn, AL)
- …conducive to student success. You'll also partner with students, alumni, advisors , and national organizations to provide support and educational opportunities around ... Manage the housing and compliance area of Greek Life ensuring staff, students, advisors , and facilities are in accordance with University and Greek Life standards… more