Senior Principal Industry Advisor - New York, NY

We are seeking an Industry Advisor to join our team in New York. As an Industry Advisor, you will have the opportunity to lead industry-focused sales for Microsoft with assigned accounts in Capital Markets Industry (sell-side, buy-side, markets Infrastructures, data and analytics ...

We're obsessed with making hard work pay off, for our people, our customers and the world around us. · Complete GTM Strategy by crafting an action plan on areas with the highest revenue potential to support ACV & pipeline growth. · ...

We are looking to engage a senior Commercial Real Estate professional to act as a fractional client advisor and industry representative for our company in the market. · 20–30+ years of Commercial Real Estate experience · Underwriting · Investing / Principal-side roles · Lending o ...

We're looking for an operationally strong, · customer-obsessed professional to join our Advisor Success team. As an Advisor Experience Manager, · you'll partner closely with financial advisors and cross-functional teams to ensure advisors have the · support, training and tools th ...

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. · Savvy is changing that. ...

We are seeking a Head of Advisor Success to serve as mentor leader and champion for our most senior advisors called Fora X. This role is dedicated to supporting growing and retaining top performing advisors while strengthening relationships across clients partners and internal te ...

We are seeking a Head of Advisor Programming, Fora X to serve as mentor, leader and champion for our most senior advisors called Fora X.This role is dedicated to supporting growing retaining top performing advisors while strengthening relationships across clients partners and int ...

About Savvy Wealth: · Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.Savvy is changing that. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernize ...

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. · ...

Join J.P. Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants.As an Advisor Engagement Manager you will lead the strategy and execution of training and practice management initiative ...

Wealth management is a Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. · ...

Wealth management financial advisors serve as trusted partners to clients every single day—guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth. · ...

The Wealth Management DCIO Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, RIA's, record keepers, · and TPAs (platforms). · The Consultant will work closely with team members in Wealth Management and other areas of Cohen & S ...

The Wealth Management DCIO/Retirement Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, · RIA's, · record keepers, · and TPAs (platforms).The Consultant will work closely with team members in Wealth Management and other areas ...

The Events & Training Manager will serve as the central orchestrator of Currence's live training programs, curriculum development, and event presence across the financial planning and life insurance industry. · Manage and support Currence's Strategist Activation Training series. ...

We are hiring a Head of Advisor Partnerships to build the advisor channel from the ground up and make Basic Capital the platform that modern advisors choose when their clients want something better. · We have built a radically modern 401(k) experience that gives people more acces ...

Cannataro Family Capital Partners focuses on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. · We are currently seek ...

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. · ...

Job Summary · This hybrid role builds and manages advisor relationships to drive asset growth and product distribution including Precious Metals and ETF solutions You will present sales concepts support meetings with senior leadership handle product inquiries and contribute to ke ...

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager. · ...