- EisnerAmper LLP (Philadelphia, PA)
- …planning, and risk management, to develop holistic financial plans for clients. Client asset management, including coordination of clients' complete relationship ... and Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth...this role you will have the responsibility for managing client relationships and formulating and implementing advice. You will… more
- Clearwater Analytics (New York, NY)
- …decision-makers and stakeholders within target organizations. Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions ... to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives. Pipeline Management: Manage and… more
- PricewaterhouseCoopers (Charlotte, NC)
- Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial ... to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex… more
- Ares Management Corporation (New York, NY)
- …and regulatory matters. Ares is seeking an experienced, highly organized and proactive Senior Associate to join the Financial Crime Prevention team focusing on Know ... Customer ("KYC") processes. This individual will be responsible for ensuring premier client service and professional relations throughout the KYC process, as well as… more
- Solomon Page (New York, NY)
- We are partnered with a client looking to add to their growing team with a Senior Accountant! Base Salary $110k-$115k plus bonus and full benefits ... Responsibilities: Manage the fixed asset and WIP subledgers including running and verifying depreciation...your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an… more
- Atria Wealth Solutions (King, NC)
- …toward accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation ... with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you… more
- Citigroup, Inc. (Jersey City, NJ)
- …vendor partnerships To build relationships and manage/partner with multiple senior -level client contacts, act as trusted advisor to both internal and ... senior level contact across CIO and the businesses Senior client representative of Citi engaging with...multiple stakeholders. They will be seen as a trusted advisor to senior business partners as well… more
- Goldman Sachs, Inc. (Albany, NY)
- … accounts. Calculate account performance returns and investment management fees. Prepare client and advisor facing reports. Utilize automation tools to perform ... with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery… more
- First Horizon (Orlando, FL)
- …President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and ... relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned...of a complex nature. Key Responsibilities Include Maintains a client portfolio for the bank Expand existing client… more
- Capstone (Washington, DC)
- …more talented sales professionals to help drive this growth. In this senior role, you will engage with leading institutional investors-including hedge funds, family ... offices, and asset managers-across asset classes and investment strategies...ideal for a strategic, entrepreneurial sales professional with strong client relationships, a sophisticated understanding of financial markets and… more
- Ameriprise Financial (Charlotte, NC)
- …regulatory and internal standards. Play a key role in writing content for client and advisor facing product information and supporting marketing campaign ... deliver messaging with clarity, accuracy, and brand consistency. Experience supporting client retention and growth through effective planning and execution of growth… more
- Gresham Smith (Nashville, TN)
- …management including: supporting pursuits and attending interviews for pursuits, client management, project scope development, project planning including project ... financial management, project quality control and delivery. Maintain healthy client relationships and possess solid operational insight for driving projects… more
- AllianceBernstein Holding LP (Denver, CO)
- …and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication ... and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth… more
- Blackstone (New York, NY)
- Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we ... @blackstone on LinkedIn, X, and Instagram. Responsibilities In collaboration with senior marketing team leaders, develop and update content across written… more
- First Horizon (Miami, FL)
- …President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and ... On site in Coral Gables, FL Summary Commercial Relationship Managers are the client -facing key to our core business of commercial banking. You'll nurture banking… more
- JPMorgan Chase & Co. (Chicago, IL)
- …a team that plays a pivotal role in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing JP Morgan's vast network ... and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global Banking franchise, including Commercial Banking,… more
- BlackRock, Inc. (New York, NY)
- About this role BlackRock is one of the world's preeminent asset management firms and a provider of global investment management, risk management and advisory ... third-party market data providers for Aladdin Serve as an advisor to Aladdin teams in the development of data...and new product offerings for clients Collaborate with IDS's Client Onboarding Services (COS) Team and the Aladdin business… more
- AccelerateHC (Los Angeles, CA)
- …Account Executive Location: Los Angeles Type: Full-time Team: Market Sales Company Our client is a premium out-of-home media company, known for iconic signage and ... with local brands and agencies Serve as a trusted advisor on how to use OOH media to drive...drive business results Become an expert on the our asset portfolio in your market, including underutilized or high-potential… more
- Blackstone (Boston, MA)
- Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we ... capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives. Job Description:… more
- Deloitte (Atlanta, GA)
- …real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering (including SPACs) and interact with external ... counsel, underwriters, client executives, and capital market professionals through the SEC public filing process. Assist our client with public offering… more
