- Santander Holdings USA Inc Careers (New York, NY)
- …various capability enhancement projectsAct as the SME in Adtech and Martech and an advisor to the product and engineering team on what to buildCreate an environment ... team leader and people/project manager.Demonstrated experience as marketing/advertising strategist.Excellent relationship management skills.Strategic and tactical thinker.Strong knowledge of regulatory… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking… more
- BMO Financial Group (New York, NY)
- …relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Understands and communicates emerging market trends in wealth… more
- Deloitte (Morristown, NJ)
- …organization. Recruiting for this role ends on May 31, 2025 As the Client Relationship Executive, you will: + Build trusted advisor relationships with key client ... Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management skills to open doors and build new client relationships… more
- Citigroup (New York, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (New York, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Bank of America (Upper Montclair, NJ)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Upper Montclair Financial Center Upper Montclair, New Jersey **Job ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… more
- Bank of America (Wayne, NJ)
- Merrill Financial Solutions Advisor - Wayne & Associates Market Wayne, New Jersey;Sparta, New Jersey; Chester, New Jersey; Montvale, New Jersey **Job Description:** ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- City National Bank (Jersey City, NJ)
- …project efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. What you will do ... and risk. * Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- Bank of America (Brooklyn, NY)
- Advisor Development Program - Financial Solutions Advisor Trainee: 266 Broadway - Williamsburg Financial Center, bilingual Spanish required Brooklyn, New York ... Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust… more
- Meta (New York, NY)
- …with customers, ensuring a high level of adoption. 2. Develop a trusted advisor relationship with customer executive sponsors to create virtual reality and ... mixed reality adoption, passion and satisfaction. 3. Manage and maintain the customers relationship , ensuring that all customers attain a high level of adoption and… more
- Bank of America (Wayne, NJ)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- CUNY (New York, NY)
- Admissions Advisor (aHEO) - Two Vacancies **POSITION DETAILS** Located in the heart of Harlem, CCNY is the founding institution of the City University of New York ... enrollment of new students to The City College of New York. The Admissions Advisor position will play a pivotal role in guiding prospective students and their… more
- Centers Plan for Healthy Living (Staten Island, NY)
- Medicare MAP Advisor 75 Vanderbilt Ave, Staten Island, NY 10304, USA Req #266 Monday, December 2, 2024 Centers Plan for Healthy Living's goal is to create the ... for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line...meeting deadlines for all documentation requirements. + Have a relationship with LHCSA's + Develops and nurtures relationship… more
- Molina Healthcare (Brooklyn, NY)
- **Job Description** **Job Summary** The Advisor , Essential Plan, is a field-based role that directly impacts membership growth and retention through sales activities ... support the Essential Plan (EP) line of business. The Advisor will present health plan information and options to...events, leads, and lead progress, sales, appointments, contacts, and relationship progress on a daily basis. **Job Duties** *… more
- Edward Jones (Newark, NJ)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the… more
- JPMorgan Chase (Orange, NJ)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Neuberger Berman (New York, NY)
- The RIA Client Advisor is responsible for furthering the growth of NB's Enterprise RIA business through strategic relationship building and business development ... initiatives with the top 100 US-based RIAs. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a deep… more
- Tiffany & Co. (East Rutherford, NJ)
- …relationships and exceeding sales plan is first and foremost in the Tiffany client advisor 's skill set. **Sales:** Deepen the relationship with our clients to ... touch; their own flair for making each client's experience extraordinary. The Client Advisor is an excellent communicator and brand ambassador. His or her passion… more
