Senior Private Wealth Advisor Strategic Client Growth
Valley Bank
A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills in finance and sales. This full-time position offers the opportunity to significantly impact client experiences in the banking industry. #J-18808-Ljbffr
$135k - $170k
...of the top 30 asset managers in the private markets, and more than 6,000... ...at careers.alterdomus.com The Senior Product Manager - Strategic Clients & Projects Lead will serve as the primary... ...client satisfaction and business growth. RESPONSIBILITIES Serve as...SeniorPrivateLocal areaFlexible hours- 150Bond in New York is looking for a strategic leader to support managing partners and grow... ...tech topics. The candidate will lead clients and develop team members while maintaining... ...relations. Benefits include matched 401k, private healthcare, and flexible work-from-...SeniorPrivateFlexible hours
- ...seeking an executive in New York, NY to lead strategic relationships with major advertisers across... ...media, a proven track record of revenue growth, and exceptional communication skills. Responsibilities include defining client strategies, developing sustainable growth plans...Senior
$81k - $120k
NetCov is seeking a Senior Client Success Manager to oversee critical client relationships while... ...satisfaction, and contributing to strategic planning. With a dynamic environment, the... ..., emphasizing professional growth, innovative solutions, and a collaborative...SeniorRemote work$85.1k - $161.7k
Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling... ...of change, empowering our clients and people to realize their... ...business performance, growth opportunities, and... ...valuation, investment banking, private equity, venture capital, or...SeniorPrivateWork experience placementInternshipLocal area$70k
...A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- ...U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorPrivate
- Mcknights is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. You will build client relationships, manage business opportunities, and educate clients about financial technology. Successful candidates will have at least...Private
- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- ...York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will...Senior
$115k - $135k
*Remote Role* Strategic Finance (FP&A) - in the Sports/Tech... ...Training company as a Senior Analyst, Strategic... ...banking, Equity Research, Private Equity, Valuations, Management... ...Financial modeling & growth strategy Drive overall... ...working in or on clients in sports, tech, health...SeniorPrivateRemote work$131k
About The Role As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities... ...experience including FP&A, investment banking, management consulting, private equity, or operations Preferred Qualifications Experience...SeniorPrivateFull time$102k - $170k
...rapidly, and we're hiring a Senior Associate to help build our GTM... ...decisions to sustain our growth trajectory. You will set ambitious... .... This is a highly strategic role: Rippling is a complex,... ...growth tech, investment banking, private equity, and venture capital....SeniorPrivateWork at office3 days per week$85k - $145k
...Mercer Advisors is looking for a Wealth Path Wealth Advisor in New York, NY. This role entails functioning as the primary advisor for a portfolio of clients while supporting business development. The ideal candidate will have significant experience in financial planning...Senior$10k
...Ramp Strategic Finance Team Opportunity Ramp's Strategic Finance team sits at the center... ...-IPO company at a pivotal moment in its growth. Product Finance — Own models and... ...Lumino Health United Kingdom Private medical insurance through Freedom Elite...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours- ...luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal... ...for its next stage of growth. You’ll enter a workspace that... ...,000.00 5 days ago Asset & Wealth Management, Portfolio... ...Banking Analyst/Associate | Private Capital Advisory (GP, Real...SeniorPrivateFull timeTemporary work
- ...K and $2M. This role requires strong relationship-building and strategic thinking skills to manage and grow accounts effectively. The ideal... ...& Accident License. Responsibilities include partnering with clients on service delivery, identifying upsell opportunities, and...Senior
$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior$175k - $215k
...for a highly motivated and analytical Strategic Finance Senior Manager to support Zocdoc’s paid and brand... ...analytics leadership to drive growth and improve investment efficiency through... ...FP&A, analytics, investment banking, private equity, or consulting 5+ years of experience...SeniorPrivateFlexible hours- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long-term relationships with clients. The role partners closely... ...an industry-leading strategic platform of one of the largest... ...for enhanced lead flow and growth for our Advisors. Responsibilities...Senior
- News Corporation is seeking an experienced individual for a strategic position focusing on client success within the Wall Street Journal Barron’s Group. You will lead the post-sale client management and oversee program execution, ensuring high-quality delivery across various...Senior
$110k - $170k
Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading... ...Credit and will serve as the strategic bridge between our Private Credit... ...The opportunity to invest in our growth and success through our Employee...SeniorPrivateFlexible hours$89.5k - $166.9k
...Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions for High-Net-Worth clients. This... ...opportunities. Compensation ranges from $89,500 to $166,900, and the role supports substantial career growth. #J-18808-Ljbffr...Senior- ...J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment... ...rewards package along with opportunities for professional growth and a diverse working environment. #J-18808-Ljbffr...
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...Insurance. Due to its active growth in key markets across the... ...years' experience in the wealth management industry as...SeniorPrivate$65k - $180k
East West Bank is seeking a Private Banker to build and maintain business relationships with high-value clients. The successful candidate will assess clients' financial situations, open new accounts, and ensure compliance with banking standards. The position requires a...Private$200k - $260k
...nationally recognized wealth management firm... ...high-net-worth clients on sophisticated... .... With continued growth across major markets... ...are viewed as strategic advisors and key contributors... ...held businesses, private foundations, and... ...Details The Senior Tax Manager / Tax...SeniorPrivateWork at officeLocal areaFlexible hours- ...Tetra Tech is adding a Senior Client Manager to support our New York... ...region. The position combines strategic client management, pursuit leadership... ...to support long-term growth across major capital... ..., including municipalities, private firms, and public utilities....SeniorPrivateFor contractorsWork at officeRemote workWorldwide
$150k - $200k
...Senior Manager, Client & Industry Solutions Location: New York,... ...asset managers in the private markets, and more than... ...architect of cross-border growth? As a key player on... ...trusted cross-border advisor while driving... ...aligned to our most strategic European offerings Work...SeniorPrivateFlexible hours
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