- Bank of America (New York, NY)
- Private Client Advisor New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused individual with… more
- JPMorgan Chase (New York, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (South Orange, NJ)
- …provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad ... array of investment, insurance, and bank products. Private Client Financial Advisors are their clients'...Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Citizens (Brooklyn, NY)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to… more
- JPMorgan Chase (New York, NY)
- …sales within the Mid Atlantic region.The Private Wealth Alternatives Internal Client Advisorwill drive financial advisor engagement across wire houses, ... market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Internal Client Advisoryou will provide field… more
- US Bank (New York, NY)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing,… more
- Kyndryl (New York, NY)
- …for our employees, our customers and our communities. **The Role** As a Director, Client Solutions Advisor , you will apply your knowledge of software, systems, ... to guide innovative, market leading cloud managed services for public, hybrid and private clouds. Partnering with Clients on their adoption of modern tech and ways… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and… more
- Neuberger Berman (New York, NY)
- …the North American intermediary sales team, the primary responsibility of the RIA Hybrid Client Advisor (RHCA) is to promote and sell Neuberger Berman investment ... roughly 850 RIAs in the "territory" + Leverage data to prepare for client engagement, profile clients appropriately and leverage CRM to memorialize opportunity set +… more
- Morgan Stanley (New York, NY)
- …and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are developed through leads and ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent...sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor … more
- Neuberger Berman (New York, NY)
- …NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients, ... in order to drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic locations to attend … more
- Bank of America (New York, NY)
- Registered Private Wealth Client Associate New York,... client materials and follows up on all client and Financial Advisor (FA) requests + ... to make a difference. Join us! **Job Description:** The **Registered Private Wealth Client Associate** is responsible for providing client service support… more
- International Rescue Committee (New York, NY)
- Requisition ID: req49239 Job Title: Violence Prevention Advisor Sector: Violence Prevention and Response Employment Category: Regular Employment Type: Full-Time ... bids and identify winning consortia; we deploy technical expertise in public events and private meetings to position IRC as a partner of choice. 4. Research &… more
- Citigroup (New York, NY)
- …operates in 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 Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- M&T Bank (New York, NY)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the… more
- HSBC (New York, NY)
- …financial, and legal standards. As a newly forming practice, the Relationship Advisor will additionally advocate for client needs with internal stakeholders, ... we all share. As part of HSBC's Innovation Banking Division, the Relationship Advisor partners with the Relationship Manager to cover venture backed companies and… more
- Research Foundation CUNY (New York, NY)
- Job Title: Educational Advisor /Case Manager PVN ID: LE-2403-006176 Category: Instruction and Social Service Location: LEHMAN COLLEGE Job Description General ... Center (ALC) at Lehman College seeks a dedicated Educational Advisor / Case Manager to support ESOL/HSE adult students and...provide ongoing support + Maintain case notes by documenting client 's goals, outcomes, and goals using the ASISTS database… more
- Research Foundation CUNY (New York, NY)
- Job Title: Business Advisor PVN ID: LA-2406-006310 Category: Instruction and Social Service Location: LAGUARDIA C. C. Job Description General Description Goldman ... of small business owners enrolled in the program. Each Advisor supports multiple groups, each consisting of five to...small businesses, with a solid track record of successful client outcomes. + Strong understanding of financial forecasting and… more
- TIAA (New York, NY)
- …TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. ... for an assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client … more
- Bank of America (New York, NY)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth...business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways… more