- Unknown (Westchester County, NY)
- …search of a Senior Wealth Advisor to take on the role of Lead Client Advisor for a significant portfolio of high-net-worth client relationships. The ... Senior Wealth Advisor About the Company Prominent multi-family office &...compliance and billable hours model, and into a more client -focused, planning-oriented role. The company values a collegial, forward-thinking… more
- Neuberger Berman (New York, NY)
- …dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints + Inventory and rationalize onboarding forms ... member of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution… more
- Principal Financial Group (Albany, NY)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and … more
- Unknown (New York, NY)
- …modeling, deal structuring and integration planning. You will serve as a senior client advisor to private equity firms, corporate acquirers and lenders, ... delivering measurable business outcomes, is essential. Strong leadership and client -facing skills, advanced proficiency with financial modeling and Microsoft Office… more
- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside… more
- Unknown (New York, NY)
- Senior Vice President, Financial Advisor About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role The Company ... is in search of a Senior Vice President, Financial Advisor to join its team. The ideal candidate will...requires an individual with an entrepreneurial mindset, a strong client -service orientation, and experience within an RIA, private bank,… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The Company ... is in search of a Senior Wealth Advisor to become a key member of its leadership...high-touch service and to foster the growth of the client base over time. The ideal candidate will have… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior ... Wealth Advisor to join their dynamic team. The successful candidate...successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial… more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also...essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the… more
