Develop and manage HNW and UWHN client relationships Drive new client acquisition Cultivate COI relationships Implement clients' management strategy and financial plan. Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in line with planning objectives. Assemble and lead the client team that serves the client i.e. po

The Senior Client Advisor is generally the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices delivering sound and proactive investment, trust, fiduciary, tax and financial planning advice and counsel to high net worth clients and families Primary Job Accountabilities/ Responsibilities C

Altice USA is a cutting edge communications, media, and tech company. We connect people to what matters most to them; texting with friends, advertising that resonates, or binge watching their favorite show. Our differentiated approach centers around technologies that push the envelope and deliver the ultimate customer experience. We're building a workforce that attracts a

Provide planning and support to the team's Insurance Client Advisors, Vice Presidents, and Associates in business development and client retention activities and tasks related to large and complex insurance clients, prospects, and related consultants Create client presentations, prepare marketing and pitch materials, and manage the deliverables and questionnaire process R

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

SMBC Nikko Securities America, Inc, a registered broker dealer, provides intvestment securities and other financial services to corporate and institutional clients, focusing on North America and Larin America. The Accounting team oversees fincancial reporting, regulatory reporting and managment reporting functions. This position will be responsible for assisting with mont

Financial Advisor Job Locations US NJ Rockaway Requisition ID 2024 20285 Location Name Rockaway County Morris Category Investment Services Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

Cushman & Wakefield has an opportunity for a Sr. Brokerage Specialist role in its New York office. This position provides business development, client service, transaction execution, marketing and team coordination support to a leading office leasing brokerage team. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Provide business development support, research, organ

The Loan Review Officer I will provide an independent assessment of credit risk by examining individual credits and portfolios for adherence to policies and procedures, adequate supervision, appropriate risk ratings, and sound underwriting. 40 hours a week Responsibilities include but are not limited to Perform independent assessment of credit to determine quality of under

A day in the life of a Financial Assistance Representative at Hackensack Meridian Health includes Assists in the completion of financial assistance applications and obtaining signatures of patients or designee either at bedside, applicable intake office, via the call center or through the mail. Asks appropriate screening questions to determine which financial assistance p

Seeking highly diverse candidates! The Client Partner is responsible for managing a book of business for the Financial Services (FS) unit of Publicis Sapient (PS) in Chicago, Illinois. This includes leading relationship within an existing account and identifying and building opportunities with new clients in the region. You should have a proven track record of building bu

The Valley Intern Program (VIP) is a unique and challenging 9 week experience for diverse, talented and motivated students interested in gaining relevant experience in their specific area of study within the banking industry. The Consumer Lending Intern will assist with assignments related to mortgage production, Indirect auto, business, and individual loan review. This r

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve