- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **Primary Location** : UNITED STATES-CT-Stamford ... senior joint-work partners and to be coached by top performers + Advancement and management opportunities + A work-life balance and access to a full suite of… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- JPMorgan Chase (Riverside, CT)
- … at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values… more
- JPMorgan Chase (Riverside, CT)
- … at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... high-quality support and innovative financial solutions. As a Client Associate within JP Morgan Advisors, you will play a...Advisors and their clients, ensuring a seamless and personalized wealth management experience. You will be part… more
- AON (Norwalk, CT)
- …consultants dive into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract actionable data related ... US Human Capital Solutions Rewards Associate Consultant - Hybrid Norwalk, CT Intellectually curious...into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing… more
- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New York Apply Description What...registered investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes ... including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors +… more
- HUB International (Melville, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 2-5 years of relevant experience… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. Sr. Director, Category Management - Print Production will have responsibility for management of key ... strategic projects and all related Strategic Sourcing and Category Management activities for all Print Production and Logistics spend categories. Using a… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Broadridge team. We are currently recruiting for high potential individuals to join our Management Training Program beginning in July 202 5 . This role is a ... full-time associate position within a one-year rotational program, designed as...business processes and gain valuable insight on our best management practices. Your rotations may include, but are not… more
- Stanley Black and Decker (Deer Park, NY)
- …+ Manage administrative aspects and timely reporting for all territory management areas, including Expense Management (travel and samples), paperwork, ... In fact, you embrace it. You also have: + Bachelors/ associate degree in a related field, or 5+ years...Salesforce.com or other CRM is preferred. + Demonstrated time management skills, ability to set priorities is required. +… more
- Broadridge Financial Solutions (Edgewood, NY)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- Morgan Stanley (Melville, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Market Administrator* **Location:** *New ... Manager, Complex Business Service Officer, Senior Complex Risk Officer and Associate Complex Manager). Responsibilities include assisting Complex Management in… more
- Morgan Stanley (Greenwich, CT)
- …EOE committed to diversifying its workforce. M/F/D/V. **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** *Connecticut-Greenwich* ... * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager,...by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and Logistics who will lead key strategic sourcing projects and oversee category management activities for Print Production and Logistics spend categories . In this ... key business units to embed formal, fact-based Strategic Sourcing and Category Management processes . + Lead sourcing initiatives across all phases (pre- sourcing… more