- The Hartford (New York, NY)
- Client Advisor Priority Business - SA08DE We're...team as we help shape the future. The Hartford's Group Benefits team is a market leader in ... voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent....Insurance License prior to being assigned BOB and maintain Client Advisor Role. *Must reside in New… more
- Citizens (Manhasset, 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
- Citizens (New York, NY)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and...based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives… 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
- WTW (New York, NY)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... with market leadership teams to identify and actively participate in select client account planning sessions to identify high probability opportunities + Lead sales… more
- Bank of America (New York, NY)
- …manage the full client experience, providing financial advice to an assigned group of clients, enhancing client care, retention and deepening + Implement ... Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED...matters most to them. Corporate FSAs each have a client base where the FSA has primary responsibility to… 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
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... 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
- Citizens (Stamford, CT)
- …etc. + Provide regular, value-added engagement with clients of the Private Client Group : high-touch, face-to-face or virtual meetings, consistent communication, ... with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and… 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
- WTW (New York, NY)
- …nonqualified revenue through fostering new business, leading and delivering large, strategic client engagements and serving as strategic advisor to clients ... **Description** As a Senior Director in WTW's Nonqualified Client Solutions team (retirement, nonqualified defined contribution and defined benefit), you will be in… 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
- WTW (New York, NY)
- **Description** **Join Our Team as a Client Success Manager - Transform Client Experience with WTW!** Are you passionate about building meaningful relationships ... career? WTW is looking for a proactive and dedicated Client Success Manager to join our dynamic team in...business needs and challenges. You'll act as a trusted advisor , making a real difference in their strategic direction.… more
- WTW (New York, NY)
- **Description** **Join Our Team as a Client Success Manager - Transform Client Experience with WTW!** Are you passionate about building meaningful relationships ... career? WTW is looking for a proactive and dedicated Client Success Manager to join our dynamic team in...business needs and challenges. You'll act as a trusted advisor , making a real difference in their strategic direction.… 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
- TD Bank (New York, NY)
- …Institutional Relationship Management team serves as a focal point for a group of institutional clients. They take an initiative-taking and innovative approach to ... and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also...interest to TDGIS and serves clients as a trusted advisor on a broad range of asset management issues,… more
- JPMorgan Chase (New York, NY)
- …+ Manage the service relationship for assigned group of clients, aligned with the Client Advisor & Client Investment Specialist + Act as the central ... The Client Service team is responsible for maintaining the...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… 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