- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Capco, a Wipro Company (New York, NY)
- …next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on the Wealth & Asset Management Team at Capco you ... industry change as an opportunity to transform the way wealth and asset managers service their clients....Get to Do: ** + Take ownership of strategic client engagements-leading workstreams and collaborating directly with senior… more
- Citigroup (Paramus, NJ)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Charles Schwab (Jersey City, NJ)
- …they support. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is dynamic, ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations... & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing… more
- Citigroup (Jersey City, NJ)
- …taking active part in the implementation process. + Manage all aspects of client service , including planning, prioritizing and organizing projects. + Develop ... The Citi Wealth Business provides services for clients in Private...as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The… more
- Citigroup (New York, NY)
- …trust referrals. + Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). + Support Advisors, Bankers, ... driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program… more
- Deloitte (New York, NY)
- …do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive advantages ... Retirement and Wealth Provider Solutions Senior Consultant Our...in the areas of business strategy, sales and marketing, client service , product development, technology, and business… more
- Citigroup (New York, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration… more
- City National Bank (New York, NY)
- …* Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client 's current financial situation, identify appropriate planning ... Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues… more
- JPMorgan Chase (New York, NY)
- …unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation ... attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their… more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate ... projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets… more
- JPMorgan Chase (New York, NY)
- …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- JPMorgan Chase (New York, NY)
- …introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as ... Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing… more
- JPMorgan Chase (New York, NY)
- …introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as ... Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You… more
- JPMorgan Chase (New York, NY)
- As a Service Designer Senior Associate on the One Chase Experience Platform team, you will play a pivotal role in developing end-to-end customer and employee ... experiences by leveraging your advanced knowledge of service design principles. As a core contributor, you will...that support the development of the JP Morgan Private Client offering. The Private Client offering serves… more