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Private Client Advisor jobs - New York, NY

Viewing 1 - 7 of 8 jobs

  • General Counsel

    First Creative Capital - New York City, NY

    intellectual property advisors and client management teams in all facets of their business activities, including ... corporate legal and private law settings including significant experience with matters pertaining to Financial...

    30+ days ago from

  • Information Security Manager (Private Employee-owned Actuarial And Consulting Firm)

    Segal Group - New York City, NY

    security documentation for marketing and response to client and vendor security questionnaires May require this ... interpersonal communications Will be considered a trusted advisor with standards of personal integrity demonstrated by...

    30+ days ago from Doostang

  • Head of Marketing Strategy & Digital Development

    New York City, NY

    of two distinct but integrated businesses, Chase Private Client and Chase Investment Services. More than 3,200 advisors oversee $148 billion in assets. Card Servicesis one of the nation s largest credit card issuers, with more than $130...

    15 days ago from IvyExec

  • Tax Manager - Financial Services - International focus

    Eisneramper - New York City, NY

    which includes broker dealers, hedge funds, private equity investment funds and investment advisors Interact ... Responsible for handling taxing authority audits of client tax returns and related records Required Experience...

    30+ days ago from EisnerAmper LLP

  • Director of Channel Marketing

    Creative Solutions Services - New York City, NY

    retail distribution efforts in the US Wire, IBD, RIA and Private Wealth channels. Working in close partnership with ... delivering and measuring actionable insights Drive Client Insights: Develop understanding of advisor behavior,...

    30+ days ago from

  • Chief Investment Officer / Portfolio Manager

    Hypatia Capital Group - New York City, NY

    specialty finance or syndication background with a strong private transaction deal history Candidates from BDC, private ... development skills, including building sustainable client relationships within banking and private equity sponsor...

    30+ days ago from

  • Relationship Manager

    New York City, NY

    referenceability of client, as evidenced through NPS • Perform annual client account reviews • Develop forecast ... business using Client Business Plan and current client profitability • Identify, assess and cross sell solutions...

    23 days ago from IvyExec

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