- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and… more
- Capco, a Wipro Company (New York, NY)
- …the Capco Technology Delivery Center, we are dedicated to the financial services industries. Our professionals combine innovative thinking with unrivalled industry ... As an **AI Transformation Managing Principal** , you will guide financial services clients through their AI transformation journeys-defining strategy, shaping… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- SMBC (New York, NY)
- …as an advisor to SMBC business and functional departments for financial and risk management topics in connection with regulatory engagements including regulatory ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...data and documentation to support updates and reporting to senior management and key stakeholders. + Contribute to and… more
- SMBC (New York, NY)
- …to identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...clearly articulate results, conclusions and recommendations for review with senior audit management and auditees. + Challenge the ongoing… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- SAP (New York, NY)
- …SAP Cloud applications and technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for any solution or product questions ... in customer-facing presentations and demonstrations. You will leverage your deep expertise in specific solutions to support the entire sales cycle, from identifying opportunities to post-sale customer support. Additionally, you will assist customers in… more
- Bank of America (New York, NY)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- Bank of America (New York, NY)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
- CUNY (New York, NY)
- Academic Senior Advisor - Pre-Health Professions **POSITION DETAILS** The Academic Senior Advisor will report to the Academic Advising Director in the ... and allied health professions. In addition to the CUNY Title Overview, the Academic Senior Advisor for Pre-Health Advising will be responsible for the following… more
- Citigroup (East Meadow, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (New York, NY)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- CUNY (New York, NY)
- Senior Academic Advisor **POSITION DETAILS** As a leading online school in New York since 2006, the CUNY School of Professional Studies (CUNY SPS) offers the ... and transformative student-centered experience. Reporting to the Director of Advisement, the Senior Academic Advisor will, in addition to the CUNY Title… more
- City of New York (New York, NY)
- …Chief Medical Officer, which sits in the CHECW division, seeks to hire a Senior Advisor , Maternal Mental Health and Epidemiologist, Office of Chief Medical ... Officer. Reporting to the Deputy Chief Medical Officer, the Senior Advisor , Maternal Mental Health and Epidemiologist...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- CUNY (New York, NY)
- Academic Senior Advisor (Assistant Director of Graduate Academic Advising) **POSITION DETAILS** **"At Baruch College we believe that student success is ... include the MA in Strategic Communication, the MS in Financial Engineering, the MS in Industrial/Organizational Psychology in both...- Performs related duties as assigned. Job Title Name: Senior Academic Advisor **CUNY TITLE** Higher Education… more
- City of New York (New York, NY)
- …Problems You'll Solve As a member of the Intergovernmental Affairs (IGA) team, the Senior Advisor for Federal Affairs will: - Prepares the City's Federal Agenda ... the flow of key information to CH and Federal officials. - Regularly briefs senior staff, OMB, and other high-level City officials on legislative and budget issues.… more
- M&T Bank (New York, NY)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed, non-commission based, advisor… more
