- Citi (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
- Citigroup Inc. (New York, NY)
- …of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service . #J-18808-Ljbffr ... A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client ...an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY.… more
- Citigroup Inc. (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 and… more
- Plative (New York, NY)
- The Sr. Salesforce Client Partner - Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing ... from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, the individual will also cross-sell and up-sell into an existing… more
- Citigroup Inc. (New York, NY)
- Overview Citi's wealth business offers a wide range of products and solutions, from investment strategies to banking and lending, to trust and specialized services. ... The Wealth business delivers solutions to help meet the ...receive customized banking services that cross borders, including bespoke service as well as access to the best ideas… more
- Ernst & Young Oman (New York, NY)
- …individual Translating complex data from a range of sources into client -ready insights and deliverables Building effective long-term relationships with our clients, ... understanding their unique needs to provide a tailored service Communicating complex tax issues to non-tax professionals and clients Maintaining your reputation in… more
- Edelman Financial Engines, LLC (Paramus, NJ)
- …education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help ... Skilled at influencing clients to improve their financial well-being Requirements: Direct client -facing experience in a fee-based wealth management or planning… more
- PowerToFly (New York, NY)
- …global financial services leader with three core businesses-Institutional Securities Group, Wealth Management, and Investment Management. Wealth Management is ... comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, we continue to develop and enhance Morgan Stanley… more
- Morgan Stanley (New York, NY)
- … Advisor(s) (PWAs)/ teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth ... (particularly MS Excel) and internet applications. Exceptional writing, interpersonal and client service skills. Strong time management skills. Team player… more
- Prudential Annuities Distributors (PAD) (Newark, NJ)
- …Inc. has helped individual and institutional customers grow and protect their wealth . Today, we are one of the world's largest financial services institutions ... Life Product, Financial Underwriting, IT, Group Insurance Law, GUL/GVUL Customer Service , Medical Underwriting and Claims. This position will report to the… more
- William Blair (New York, NY)
- …may include but are not limited to: Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role ... passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work… more
- Brown Brothers Harriman & Co. (New York, NY)
- …data analysis* Exceptional written/verbal communication skills and a passion for client service * Strong attention to detail* Strong interpersonal skills* ... of Investment Advisory within the firm's Capital Partners (CP) business. This senior investment professional will be primarily dedicated to supporting and growing… more
- PowerToFly (New York, NY)
- …firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of ... Investment Management strives to provide outstanding long-term investment performance, service , and a comprehensive suite of investment management solutions to… more
- PowerToFly (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... of the largest global asset management organizations of any full- service securities firm, with 45 offices serving clients in...ongoing relationships with our clients and our management of client assets. This is a critical activity to enable… more
- Wedbush Securities (New York, NY)
- …banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services ... than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Semiconductors and hardware… more
- PowerToFly (New York, NY)
- …tax strategies, determining the Firm's transfer pricing policies and advising Senior Management and BUs on business products, strategic transactions and ... and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments Adhere to the Firm's risk and regulatory standards, policies… more
- PowerToFly (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary… more
- 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
- 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
- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… more
