Manager, Client Advice - New York

The Manager will work closely with the dedicated search engine optimization (SEO) team at Reprise and clients to deliver specified requirements and meet customer satisfaction. The job includes business analysis, requirements gathering, building use cases and documentation. · ...

Company Description · At &Partners, we believe in aligning interests to deliver exceptional financial advice. Our advisors go beyond traditional financial planning to empower their clients, fostering financial independence and unlocking new opportunities. Founded by an accomplish ...

Job Description · If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. · As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the liv ...

Company Description · Taos Global Group Inc. is a professional financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. We specialize in providing comprehensive solutions in insurance, accounting, and investment advisory w ...

Wealth Planning & Advice is a group of experts in trusts & estates. · Manage the WP&A home office team. · Oversight over strategic and tactical business management initiatives. · ...

You are customer focused, enjoy building relationships and providing financial advice to your clients. · As a Business Relationship Manager II (BRM) in Business Banking you'll be helping to improve the lives of our clients and the well-being of their businesses through financial ...

We represent a global asset manager looking to hire an attorney with 3-5 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management ...

This is a full-time hybrid position for a Stock Broker based in the New York City Metropolitan Area. · Assist clients with trading stocks, managing investment portfolios, and providing informed financial advice to support their financial goals. · ...

The Office of the Appellate Defender (OAD) supports clients convicted of felony offenses in Manhattan and the Bronx. OAD emphasizes client-centered, trauma-informed advocacy grounded in the belief in humanity and dignity of all individuals. · Represent individuals in appellate an ...

The role of a Financial Advisor at Merrill Wealth Management involves providing investment advice and recommendations to clients, managing client relationships and servicing their financial needs. · Cover UHNW clients with Capital Markets needs. · Develop and execute on business ...

Job Description · A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, ...

We are seeking a detail-oriented and organized team player to join our growing team. This individual will work alongside the Financial Advisor Team handling day-to-day operations and crafting financial plans. · - Manage multiple high-touch projects simultaneously with precision a ...

Morgan Stanley is seeking a Vice President to lead cross-functional initiatives and drive strategic projects. The role requires strong analytical skills, excellent interpersonal skills, and the ability to influence others. · ...

We advise clients on mergers, acquisitions, divestitures, · restructurings, recapitalizations, capital markets solutions and activism defense. · Solomon Partners' culture is driven by integrity, · deep sector expertise and building strong working relationships. · ...

A full-service creative marketing and branding agency is seeking a Client Finance Manager to join their team in a newly created role. · ...

PJT Partners is a global advisory-focused investment bank seeking an experienced Vice President to join its Governance Advisory team. · ...

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to ...

We are seeking a highly motivated and skilled Commercial Real Estate Attorney to join our team. · As an Attorney, you will have the opportunity to work on a wide range of commercial real estate matters, represent clients in various legal proceedings, and provide expert legal advi ...

The Associate will advise on complex domestic and cross‑border energy and infrastructure transactions across renewables, hydrogen, storage, transmission, · and other transition‑focused technologies. · ...

We are seeking a talented individual to join our team at Marsh as a Client Advisor supporting our Environmental clients. · This role will be based in either New York City, NY or Boston, MA and it is a hybrid role that has a requirement of working at least three days a week in the ...