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Investment Advisor
4 weeks ago
Key Responsibilities: - To review and triage online requests from sellers - Capture all attributes of case and DD360 case creation - Query support (use of tools, process query etc) using email account - Maintain process documentation, work instructions and SOPs. - Gathering financial details of the deal - Populating data in OneAsk for analysis and documentation - Controls and compliance vetting for investments approved by the Worldwide Deal Desk, and reviews ECIF requests and related documentation for accuracy (including related SOWs, Work Orders, or Work Scope documents). - Calculating, and validating the financial results (ROI validation process) - Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review (SOW, FastTrack review, Compliance review, etc. - Preparing and sending a Financial Summary to DM for an approval decision - Coaching the AT and DM on Financials results and ECIF Funding Policy - Attaching appropriate documentation in OneAsk and DD360 - Operationalize and manage the Award Letter extension process and track actions and status - IO creation & maintenance, MS Approvals validation (these are done during MS FTE holiday support)
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Financial Advisor Coordinator
2 weeks ago
New York, United States Lead Advisor Full timeOur wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...
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Financial Advisor Coordinator
1 week ago
New York, United States Lead Advisor Full timeOur wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...
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Financial Advisor Coordinator
1 week ago
New York, United States Lead Advisor Full timeOur wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Administrative Duties: Maintain client list and case files E-file and hard file investment and insurance related documents Maintain calendar, schedule follow-up...
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Investment Advisor
2 months ago
New York, United States Pearl Capital Full timeBent u op zoek naar een nieuwe job als Investment Advisor? Lees dan de gehele vacaturetekst en neem contact met ons op als u denkt dat het een match is! Functieomschrijving Als Investment Advisor bij Pearl Capital ben je verantwoordelijk voor het adviseren van klanten over onze unieke investeringsmogelijkheid. Je bouwt en onderhoudt relaties met...
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Investment Advisor Consultant
1 week ago
New York, United States Michael Page Full timeThe Investment Advisor Consultant will be responsible for understanding end-to-end process flows and creating Target Operating Models, conducting user testing on tech platforms, preparing training documentation, and collaborating with project managers and technical teams. Additionally, they will perform data analysis, liaise with Portfolio Managers, and...
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Investment Advisor Consultant
1 week ago
New York, New York, United States Michael Page Full timeAbout Our Client Our client is one of the world's largest banking and financial services organizations, operating in over 60 countries with a diverse range of personal, commercial, and investment banking services. Known for its global reach and commitment to innovation, our client provides extensive opportunities for career growth and development in a...
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Investment Banking Sales Associate
1 month ago
New York, United States Investment Banker Full timeJob DescriptionJob DescriptionInvestment Banking Sales AssociateA rapidly growing investment banking firm focused on the micro to small-cap (public & private) markets is seeking to add an experienced Investment Sales Associates for the investment banking division. The candidate needs to have been a financial sales professionals and proven producers with the...
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Learning Advisor, Investment Banking
4 days ago
New York, United States Citi Full timeThe Learning Advisor is responsible for all matters related to the learning and culture needs of Investment Banking. The Learning Advisor will be required to develop an in-depth understanding of the needs of Investment Banking, and address those needs via leveraging existing solutions and the development of targeted learning solutions that are aligned to the...
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J.p. Morgan Advisors
3 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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Investment Banking Managing Director | New York
3 weeks ago
New York, United States Bridgepoint Investment Banking Full timeJob DescriptionJob DescriptionWHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our...
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Planning and Insurance Associate
3 weeks ago
New York, United States Lead Advisor Full timeLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...
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Planning and Insurance Associate
3 weeks ago
New York, United States Lead Advisor Full timeLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...
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Planning and Insurance Associate
1 week ago
New York, United States Lead Advisor Full timeLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...
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Investment Management Specialist
2 days ago
New York, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
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Financial Advisor
4 weeks ago
New York, United States Stefans Law Group PC Full timeSummit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at www.SummitAdvisorsLongIsland.com to learn more about our company We seek a...
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Investment Advisor Representative
3 weeks ago
New Haven, United States NESCO Inc Full timeOverview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates Serves as the main point of contact for inbound inquiries from clients and executes...
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Investment Advisor Representative
3 weeks ago
New Haven, United States NESCO Inc Full timeOverview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes...
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Investment Advisor Representative
3 weeks ago
New Haven, United States NESCO Inc Full timeOverview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes...
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Investment Advisor Representative
1 week ago
New Haven, United States NESCO Inc Full timeOverview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates Serves as the main point of contact for inbound inquiries from clients and executes...
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Investment Advisor Representative
2 weeks ago
New Haven, United States NESCO Inc Full timeOverview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes...