- Unknown (Westchester County, NY)
- …search of a Senior Wealth Advisor to take on the role of Lead Client Advisor for a significant portfolio of high-net-worth client relationships. The ... Senior Wealth Advisor About the Company Prominent multi-family office &...compliance and billable hours model, and into a more client -focused, planning-oriented role. The company values a collegial, forward-thinking… more
- Unknown (New York, NY)
- …maintaining top-tier media relationships. The VP will also serve as a senior client advisor , collaborate on influencer and social strategies, and participate in ... new business development efforts. Applicants for the VP, Consumer Health position at the company should have a minimum of 10 years' experience in brand communications, integrated storytelling, or strategic comms, with a focus on consumer health, wellness, or… more
- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside… more
- Unknown (New York, NY)
- Senior Vice President, Financial Advisor About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role The Company ... is in search of a Senior Vice President, Financial Advisor to join its team. The ideal candidate will...requires an individual with an entrepreneurial mindset, a strong client -service orientation, and experience within an RIA, private bank,… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior ... Wealth Advisor to join their dynamic team. The successful candidate...successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial… more
- Unknown (New York, NY)
- Associate Vice President, Technical Due Diligence Advisor About the Company Globally recognized consultancy specializing in transport management & infrastructure ... the Role The Company is seeking an Associate Vice President, Technical Due Diligence Advisor to play a pivotal role in the growth and development of its Technical… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The Company ... is in search of a Senior Wealth Advisor to become a key member of its leadership...high-touch service and to foster the growth of the client base over time. The ideal candidate will have… more
- Unknown (New York, NY)
- Vice President, Technical Due Diligence Advisor About the Company Globally recognized consultancy specializing in transport management & infrastructure services ... for driving strategic growth, leading the TDD market, and fostering long-term client relationships within the infrastructure sector. This senior position requires a… more
- Unknown (New York, NY)
- …responsible for the day-to-day supervision and activities of the broker-dealer/investment advisor , client accounts and investment administration, and broker and ... banking relationships. This role requires enhancing and maintaining written supervisory procedures, training, licensing, internal controls, and various regulatory responsibilities. The Chief Compliance Officer will also be involved in managing compliance,… more
- Unknown (New York, NY)
- …strategy and vision setting, establishing a strategic roadmap for a defined group of client businesses, and acting as an executive advisor to client ... and spearheading the identification of growth opportunities for the agency. Senior client relationship management is a key aspect, including serving as the principal… more
- Unknown (New York, NY)
- …will be oriented toward a career progression that leads to becoming a trusted advisor and client coverage manager. Key responsibilities for the Vice President ... due diligence on investment managers and fund offerings. The role also involves client relationship management, with an emphasis on being proactive in client … more
- Unknown (Morristown, NJ)
- …Wealth Advisor will also be expected to proactively deepen client relationships, identify new opportunities, and handle sensitive situations with empathy and ... Lead Wealth Advisor About the Company Premier wealth & financial...serving as a trusted financial partner to an elite client base, providing sophisticated and personalized financial strategies. This… more
- Unknown (New York, NY)
- …a wide range of audiences. Responsibilities also include serving as a trusted advisor to clients, managing client expectations, and ensuring the team is ... professionals. The successful candidate will be responsible for growing the existing client business and developing an acquisition strategy for UHNW and HNW target… more
- Unknown (Jersey City, NJ)
- …and revenue generation. The SVP will also serve as a senior strategic advisor for high-level client stakeholders, ensuring the delivery of strategically sound ... minimum of 12 years' of progressive experience in an Account Management or Client Services role within a pharmaceutical advertising or marketing agency, with a… more
- Unknown (New York, NY)
- …candidate will be responsible for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role involves serving as the ... partner to effectively communicate the value proposition and partnership model. For Advisor Team Recruitment, the focus is on cultivating relationships with … more
- Unknown (New York, NY)
- …as a strategic advisor for the company's largest and most complex client accounts. This role requires a seasoned professional with a deep understanding of B2B ... managing high-value, integrated marketing accounts, and the ability to build trusted advisor relationships with executive and C-level client contacts. Strong… more
- Unknown (New York, NY)
- …the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as ... a trusted advisor to High Net Worth (HNW) and Ultra High...financial solutions, partnering with internal specialists to create holistic client plans, and executing business development initiatives to attract… more
- Unknown (New York, NY)
- …The Engagement Director is a critical member of the team, leading strategic client consulting engagements to help organizations that want to reduce child care ... in their business or community. This role is central to expanding their client services, working directly with organizations to assess workforce needs, navigate the… more
- Unknown (New York, NY)
- Vice President, Business Development About the Company Premier broker/dealer & investment advisor Industry Financial Services Type Privately Held About the Role The ... for the full cycle recruitment process, from building the pipeline to closing advisor recruits, and will be expected to travel extensively to build relationships… more
- Unknown (New York, NY)
- …product, and customer success teams to ensure alignment and a seamless client experience. Stay deeply informed about the platform capabilities, AI-driven analytics, ... executive-level relationships with clients and partners, serving as a trusted advisor and advocate for technology. Forecast accurately and maintain disciplined… more
