- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Citizens (New York, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
- JPMorgan Chase (New York, NY)
- …investments, credit, banking, and Trust & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group , you will have the opportunity to ... and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you....exciting opportunity for you. By joining our Global Families Group Asia, you'll become part of a team committed… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Citigroup (Merrick, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- WTW (New York, NY)
- …compensation review process end-to-end process, including partnering with the assigned client group and/or delivering on compensation operations workstreams. + ... including retention proposals, senior offer proposals, incentive plan designs + Advise client groups on broad-based compensation issues and processes, in line with… more
- Marex (New York, NY)
- …services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: ... trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets,...Role: Marex is seeking a Compliance Officer - FCM Advisor who is an experienced professional in Futures and… more
- Equitable (New York, NY)
- Financial Advisor - NJ, Saddle Brook (5030) ( 230000AQ ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors **Description** ... designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to… more
- MUFG (New York, NY)
- …and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...a vision to be the world's most trusted financial group , it's part of our culture to put people… more
- Neuberger Berman (New York, NY)
- …helping to optimize external territory sales coverage and deliver the overall client experience. **Responsibilities** + Partner with Advisor Consultants to ... appropriate) + Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation… more
- Guardian Life (New York, NY)
- …responsible for providing regulatory compliance support and monitoring of the Guardian Group Benefits Product, Claims, State Filing and Policyholder Services ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...requirements on an expedited basis to be distributed to Group Benefits business partners to facilitate requisite… more
- Advantage Solutions (New York, NY)
- …accounts, build and maintain strong relationships with clients and serve as a trusted advisor and partner to client stakeholders. + Lead the media performance ... Group Account Director reports to our SVP of Client Service, and is a key client -facing...the essential functions of the job, or enjoy the benefits and privileges of employment as required by the… more
- BMO Financial Group (New York, NY)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.… more
- JPMorgan Chase (New York, NY)
- The Global Corporate Finance & Business Management team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... As an Associate Business Manager within the Financial Institutions Group , you will provide comprehensive business management support to...Manager with the FIG Banking team. As a trusted advisor , you will guide the business in strategy, controls,… more
- HSBC (New York, NY)
- …value' service to clients utilizing industry knowledge to be able to act as trusted advisor + The Client Transition Manager will deliver fair outcomes for our ... planet we all share. As our Prime Brokerage - Client Transition Manager you will: + Manage the end-to-end...day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structures… more
- JPMorgan Chase (New York, NY)
- …day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s) + Act as a central point ... institutions, financial intermediaries and individual investors, worldwide. As a Client Account Manager on the Asset Management team you...of contact for assigned group of clients for non-investment related activity and proactively… more
- Citigroup (New York, NY)
- …licenses. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (New York, NY)
- …Required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- The Falcon Group (New York, NY)
- Who We Are For nearly three decades, The Falcon Group 's mission has been to understand our client 's variety of needs, while keeping to their anticipated budget ... project meetings with clients and stakeholders effectively. + Act as a trusted advisor , foster and maintain strong client relationships, ensuring exceptional … more
- The Falcon Group (New York, NY)
- Who We Are For nearly three decades, The Falcon Group 's mission has been to understand our client 's variety of needs, while keeping to their anticipated budget ... project meetings with clients and stakeholders effectively. + Act as a trusted advisor , foster and maintain strong client relationships, ensuring exceptional … more