- JPMorgan Chase & Co. (Brooklyn, 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 and… more
- Citigroup, Inc. (Forest Hills, 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
- JPMorgan Chase & Co. (New York, NY)
- …firms, evaluating the progress of our partnerships. Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas ... with leading wealth managers by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client … more
- With Intelligence (New York, NY)
- …provider of market intelligence for the M&A community. We help our private equity, corporate development, lender, and advisory clients navigate the competitive and ... and improve overall firm performance. The Role: Owning the client relationship and being the face of the product...of the product on key day-to-day interactions with existing private equity clients. Communicating the SPS solution and articulating… more
- CBIZ, Inc. (Melville, NY)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... all quality control standards as required Develop a thorough understanding of the client 's business, contributing to the analysis and planning of client … more
- Johnson, Mirmiran & Thompson, Inc. (New York, NY)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #50 ... to accomplish the goals and objectives defined by the client , (2) ensuring work is performed and completed in...with the contract documents, (3) acting as a technical advisor to the Owner and other team members, (4)… more
- Citigroup, Inc. (New Hyde Park, NY)
- …procedures. Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services ... profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of...Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire… more
- Citigroup, Inc. (Uniondale, NY)
- …to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Advisor teams. Appropriately assess risk when business decisions are… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ... providers, as well as a diverse range of industry investors including private equity sponsors, credit specialists, asset managers, pension funds, family offices,… more
- Houlihan Lokey, Inc. (New York, NY)
- …Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment ... for the past two years, the No. 1 M&A advisor for the past 10 years in the US,...The group's mandate is to provide best-in-class advice to private equity firms, credit fund managers, and other sources… more
- BlackRock, Inc. (New York, NY)
- …investment sales in the wealth channel. Our clients include wirehouses, private banks, independent wealth managers, and investment platforms across the globe, ... as well as BlackRock's wealth and manufacturing teams. Our client engagement team is responsible for these clients, helping them to achieve challenging strategic… more
- Citigroup, Inc. (New York, NY)
- …Education : Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time ... profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of...Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire… more
- PJT Partners, Inc. (New York, NY)
- …strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, ... their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including… more
- BNY Mellon (New York, NY)
- …originating new business opportunities. Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment ... role, you'll make an impact in the following ways: Lead Strategic Client Engagements: Independently manage a portfolio of large, complex intermediary clients and… more
- CBIZ, Inc. (Greenwich, CT)
- …come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge ... suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and...New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family… more
- Bank of America (New York, NY)
- Private Client Advisor II New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private - Client - Advisor -II\_25017476) **Job Description:** At Bank… more
- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/ Private - Client - Advisor -II\_25021836) **Job Description:** At Bank… 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
- KeyBank (Ardsley, NY)
- …12101 E Dartmouth Ave - Aurora, Colorado 80014 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
