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One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee: • The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and, • The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients. RESPONSIBILITIES • Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients., • Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas., • Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models., • Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives., • Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy., • Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings. QUALIFICATIONS • 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment., • Proven track record supporting a leading asset manager, ideally across multiple asset classes.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Private Wealth Paralegal The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Oversee all aspects of trusts and estates in probate., • Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate., • Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts., • Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files., • Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding., • Prepare for federal audit or state gift/estate tax audits., • Research and investigate any requests, problems or issues, and resolve with appropriate parties., • Prepare initial drafts of client correspondence and memos., • Responsible for client contact and communication to clients., • Perform file organization and maintenance., • Maintain up-to-date time reports to ensure accurate client billing. Supervisory Responsibilities • On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process. Knowledge, Skills And Abilities • Bachelor’s degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus., • Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable., • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties., • Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions., • Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines., • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 37.5 hours to perform the essential duties of the position., • Ability and availability to travel to other firm locations when required. For our New York office, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience. We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. We're looking for a talented Enterprise Account Executive to join our dynamic team as we accelerate our growth. The role is full-time and in-person, based in our New York office. Job Overview As our lead Enterprise Account Executive at Clearnomics, you’ll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your target market. This is a high-impact sales role for someone with a value-adding mentality—energized by engaging in strategic relationships and motivated to close meaningful, multi-stakeholder deals. You’ll work closely with our leadership team, building and executing on your pipeline, earning trust with decision-makers, and delivering tailored solutions that align with our value proposition. Your ability to navigate complex sales cycles, engage across executive levels, and articulate the value of Clearnomics’ capabilities will be critical in turning opportunities into long-term partnerships. This role offers significant growth for a sales professional. We're looking for candidates that are driven, dedicated, and thrive in a fast-paced environment. What you'll work on: • Build and execute the enterprise sales pipeline, from large wealth managers to asset managers, • Add value across engagements with decision-makers, champions, and users, • Deliver compelling discovery calls, product demos, and tailored proposals, • Collaborate with marketing on segmented outreach campaigns, • Cultivate long-term relationships through in-person meetings, events, and via your network, • Mentor and support the broader sales team by sharing best practices and contributing to overall success We're looking for candidates with: • Over 10 years of experience in sales, including at least 5 years in B2B enterprise sales within financial services, • A strong understanding of the asset and wealth management industry, • Excellent writing and communication skills, with proven ability to explain complex issues and deliver compelling value propositions, • Bachelor's degree in Economics, Finance, or related field. Advanced degree is a plus, • Strong data-driven mindset with ability to analyze and communicate pipeline progress What we offer: • Competitive structure that rewards performance. The salary for this position is $140,000 to $160,000 plus a commission structure that rewards success, • Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage, • Flexible PTO, • Collaborative and innovative work environment, • Opportunity to have significant impact in a growing company, • Work with cutting-edge technologies This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity. Individual applicants only. U.S. work authorization is required.

Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities • Client and Advisor-Facing Communications, • Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally., • Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service., • Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed., • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficient in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Ability to prioritize and manage multiple tasks in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Thank you for your interest in joining the National Ramp team!National Ramp is a market leader, innovator, and disruptor providing newfound freedom to elderly and disabled human beings with the greatest range of accessibility ramps in the industry. Our family has been in the access business for over 30 years, and the foundation of our growth and any success we've had is our Core Value to care about people.National Ramp dealers have installed hundreds of thousands of ramps across North America, and it is truly rewarding to make a real and meaningful change in so many lives. We believe that making great ramps is only a part of our work. The greatest work we do is giving fellow humans their freedom back. When someone is literally trapped inside their home or stuck in a hospital, and we can provide a means for them to regain their Freedom Now – that is what brings us true joy and purpose.At National Ramp, we work hard, we are accountable, and we are results driven. We recognize that these attributes may not be valued by everyone, and that's OK!Our Core Values are: We WOW – We go the Extra Mile. We exceed expectations. We work hard and have fun. We are obsessed with our customers, we love our business, and we love what we do. We are World Class in everything we do.We NOW – We GSD (Get Stuff Done) and we get it done fast. Freedom NOW. We are urgent, driven, energetic, and fast-paced. We believe in production, then perfection.We Own It – We are accountable. No excuses, no jerks. We take responsibility for our actions, our job, our life, and our world by seeing things through to completion. We are nice, but we are driven for results.We Innovate and disrupt. We are growth-minded, for us and for our customers. We never stop learning. We adapt quickly and thrive on new challenges. We constantly seek ways to disrupt the status quo and improve.We Care . We care about people. About each other, about our customers, about our customers' customers, about our families, and about the world. We are invested in National Ramp and behave like it's our own business to help everyone win. We stay safe to ensure everyone goes home the way they came, every day.Overview:Today, National Ramp is in search of a passionate and enthusiastic Senior Controller that will bring their expertise to our team and help us grow to become the #1 Ramp Company in the World.The Senior Controller is a strategic and hands-on financial leader responsible for building scalable accounting processes, strengthening internal controls, and driving operational financial performance within a growing manufacturing organization.This role will focus heavily on establishing strong financial discipline in the first 12 months, including process standardization, compliance rigor, KPI visibility, and cross-functional partnership with Operations, Supply Chain, and Sales..Key attributes we admire: Confidence and determinationAbility to build rapport across diverse personality typesActive listening skills to truly understand and address customer needsPersistence and creativity in problem-solvingKey Responsibilities:Financial Leadership & Strategy Serve as a trusted advisor to the CEO and executive team.Lead monthly, quarterly, and annual close processes with accuracy and timeliness.Develop financial reporting that translates operational performance into actionable insights.Support strategic planning, budgeting, and forecasting initiativesEstablish performance metrics within the finance function.Strengthen Financial Controls & Governance Evaluate and upgrade internal control framework.Document and standardize accounting policies and procedures.Ensure GAAP compliance and audit readiness.Improve segregation of duties and approval workflows.Lead external audit and tax coordination.Inventory & Cost Accounting Rigor Strengthen standard costing and variance analysis.Improve inventory accuracy and cycle count processes.Align physical inventory procedures with financial reporting.Validate BOM accuracy and labor/overhead allocations.Monitor excess and obsolete inventory reserves.Cash Flow & Working Capital Optimization Improve AR and AP processes.Implement structured cash forecasting.Monitor working capital drivers.Establish clear capital expenditure approval process.Systems & Process Improvement Optimize ERP utilization (manufacturing modules, cost accounting, inventory controls).Drive automation in reporting and reconciliations.Implement dashboard tools for real-time KPI visibility for all departments.Improve integration between Finance, Operations, and Supply Chain.Implement standardized financial reporting packages for leadershipRisk Management and Business Insurance Oversee all corporate insurance programs including general liability, property, product liability, auto, umbrella, and any other applicable coverages.Lead annual policy renewals, coverage evaluations, and cost negotiations to ensure competitive rates and appropriate risk protection.Ensure compliance with contractual insurance requirements from customers and vendors.Proactively identify operational risks and implement controls to minimize exposure across manufacturing, warehouse, and logistics functions.Key Metrics Gross Margin %EBITDANet IncomeOperating Cash FlowWorking CapitalInventory Turns/AccuracyCash Conversion CycleQualifications Bachelor's degree in Finance, Accounting, Business, or related field.8–12+ years of progressive accounting experience at a Manufacturing businessIndustry-Specific Knowledge: Expertise in cost accounting, inventory management, and plant performance analysis is crucial.Technical Skills: Proficiency in financial modeling, data analysis, ERP systems, and financial reporting toolsStrong knowledge of GAAP, financial modeling, and budgeting processes.Proven experience managing audits, financial reporting, and internal controls.Excellent analytical, communication, and leadership skills.Ability to work in a fast‐paced environment and influence at all levelsWhy Join National Ramp:Our commitment to you goes beyond the usual. You'll enjoy a competitive salary and a comprehensive benefits package after 30 days of employment. This includes health, dental, and vision insurance, a matching 401(k), life and disability insurance, and a wealth of other resources to support your personal and professional life. With 3 weeks of Paid Time Off, 1 week of sick time and additional days for sick day statutory holidays, we ensure you have the time to recharge and enjoy life.More than that, we offer a work environment where you're encouraged to excel and innovate. At National Ramp, your work is more than a job – it's a passion fueled by a community that values your contributions and celebrates your achievements.Join us in our mission to create accessible spaces for everyone. At National Ramp, your work changes lives, including your own.Location: Valley Cottage, NY (On-Site), 4 days a week.Salary: The salary range for this position, based in Valley Cottage, NY, is $150,000 $175,000 per year, plus incentives. The final salary will be based on the candidate's qualifications and experience.Ready to Make a Difference? Apply Now!

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial t

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

Thank you for your interest in joining the National Ramp team! National Ramp is a market leader, innovator, and disruptor providing newfound freedom to elderly and disabled human beings with the greatest range of accessibility ramps in the industry. Our family has been in the access business for over 30 years, and the foundation of our growth and any success we've had is our Core Value to care about people. National Ramp dealers have installed hundreds of thousands of ramps across North America, and it is truly rewarding to make a real and meaningful change in so many lives. We believe that making great ramps is only a part of our work. The greatest work we do is giving fellow humans their freedom back. When someone is literally trapped inside their home or stuck in a hospital, and we can provide a means for them to regain their Freedom Now – that is what brings us true joy and purpose. At National Ramp, we work hard, we are accountable, and we are results driven. We recognize that these attributes may not be valued by everyone, and that's OK! Our Core Values are:We WOW– We go the Extra Mile. We exceed expectations. We work hard and have fun. We are obsessed with our customers, we love our business, and we love what we do. We are World Class in everything we do. We NOW– We GSD (Get Stuff Done) and we get it done fast. Freedom NOW. We are urgent, driven, energetic, and fast-paced. We believe in production, then perfection. We Own It– We are accountable. No excuses, no jerks. We take responsibility for our actions, our job, our life, and our world by seeing things through to completion. We are nice, but we are driven for results. We Innovate and disrupt.We are growth-minded, for us and for our customers. We never stop learning. We adapt quickly and thrive on new challenges. We constantly seek ways to disrupt the status quo and improve. We Care. We care about people. About each other, about our customers, about our customers' customers, about our families, and about the world. We are invested in National Ramp and behave like it's our own business to help everyone win. We stay safe to ensure everyone goes home the way they came, every day. Overview: Today, National Ramp is in search of a passionate and enthusiasticSenior Controllerthat will bring their expertise to our team and help us grow to become the #1 Ramp Company in the World. TheSenior Controlleris a strategic and hands-on financial leader responsible for building scalable accounting processes, strengthening internal controls, and driving operational financial performance within a growing manufacturing organization. This role will focus heavily on establishing strong financial discipline in the first 12 months, including process standardization, compliance rigor, KPI visibility, and cross-functional partnership with Operations, Supply Chain, and Sales. . Key attributes we admire:Confidence and determination Ability to build rapport across diverse personality types Active listening skills to truly understand and address customer needs Persistence and creativity in problem-solving Key Responsibilities: Financial Leadership & StrategyServe as a trusted advisor to the CEO and executive team. Lead monthly, quarterly, and annual close processes with accuracy and timeliness. Develop financial reporting that translates operational performance into actionable insights. Support strategic planning, budgeting, and forecasting initiatives Establish performance metrics within the finance function. Strengthen Financial Controls & GovernanceEvaluate and upgrade internal control framework. Document and standardize accounting policies and procedures. Ensure GAAP compliance and audit readiness. Improve segregation of duties and approval workflows. Lead external audit and tax coordination. Inventory & Cost Accounting RigorStrengthen standard costing and variance analysis. Improve inventory accuracy and cycle count processes. Align physical inventory procedures with financial reporting. Validate BOM accuracy and labor/overhead allocations. Monitor excess and obsolete inventory reserves. Cash Flow & Working Capital OptimizationImprove AR and AP processes. Implement structured cash forecasting. Monitor working capital drivers. Establish clear capital expenditure approval process. Systems & Process ImprovementOptimize ERP utilization (manufacturing modules, cost accounting, inventory controls). Drive automation in reporting and reconciliations. Implement dashboard tools for real-time KPI visibility for all departments. Improve integration between Finance, Operations, and Supply Chain. Implement standardized financial reporting packages for leadership Risk Management and Business InsuranceOversee all corporate insurance programs including general liability, property, product liability, auto, umbrella, and any other applicable coverages. Lead annual policy renewals, coverage evaluations, and cost negotiations to ensure competitive rates and appropriate risk protection. Ensure compliance with contractual insurance requirements from customers and vendors. Proactively identify operational risks and implement controls to minimize exposure across manufacturing, warehouse, and logistics functions. Key MetricsGross Margin % EBITDA Net Income Operating Cash Flow Working Capital Inventory Turns/Accuracy Cash Conversion Cycle QualificationsBachelor's degree in Finance, Accounting, Business, or related field. 8–12+ years of progressive accounting experience at a Manufacturing business Industry-Specific Knowledge: Expertise in cost accounting, inventory management, and plant performance analysis is crucial. Technical Skills: Proficiency in financial modeling, data analysis, ERP systems, and financial reporting tools Strong knowledge of GAAP, financial modeling, and budgeting processes. Proven experience managing audits, financial reporting, and internal controls. Excellent analytical, communication, and leadership skills. Ability to work in a fast‐paced environment and influence at all levels Why Join National Ramp: Our commitment to you goes beyond the usual. You'll enjoy a competitive salary and a comprehensive benefits package after 30 days of employment. This includes health, dental, and vision insurance, a matching 401(k), life and disability insurance, and a wealth of other resources to support your personal and professional life. With 3 weeks of Paid Time Off, 1 week of sick time and additional days for sick day statutory holidays, we ensure you have the time to recharge and enjoy life. More than that, we offer a work environment where you're encouraged to excel and innovate. At National Ramp, your work is more than a job – it's a passion fueled by a community that values your contributions and celebrates your achievements. Join us in our mission to create accessible spaces for everyone. At National Ramp, your work changes lives, including your own. Location:Valley Cottage, NY (On-Site), 4 days a week. Salary:The salary range for this position, based in Valley Cottage, NY, is $150,000 $175,000 per year, plus incentives. The final salary will be based on the candidate's qualifications and experience. Ready to Make a Difference? Apply Now!

Thank you for your interest in joining the National Ramp team! National Ramp is a market leader, innovator, and disruptor providing newfound freedom to elderly and disabled human beings with the greatest range of accessibility ramps in the industry. Our family has been in the access business for over 30 years, and the foundation of our growth and any success we've had is our Core Value to care about people. National Ramp dealers have installed hundreds of thousands of ramps across North America, and it is truly rewarding to make a real and meaningful change in so many lives. We believe that making great ramps is only a part of our work. The greatest work we do is giving fellow humans their freedom back. When someone is literally trapped inside their home or stuck in a hospital, and we can provide a means for them to regain their Freedom Now – that is what brings us true joy and purpose. At National Ramp, we work hard, we are accountable, and we are results driven. We recognize that these attributes may not be valued by everyone, and that's OK! Our Core Values are:We WOW– We go the Extra Mile. We exceed expectations. We work hard and have fun. We are obsessed with our customers, we love our business, and we love what we do. We are World Class in everything we do. We NOW– We GSD (Get Stuff Done) and we get it done fast. Freedom NOW. We are urgent, driven, energetic, and fast-paced. We believe in production, then perfection. We Own It– We are accountable. No excuses, no jerks. We take responsibility for our actions, our job, our life, and our world by seeing things through to completion. We are nice, but we are driven for results. We Innovate and disrupt.We are growth-minded, for us and for our customers. We never stop learning. We adapt quickly and thrive on new challenges. We constantly seek ways to disrupt the status quo and improve. We Care. We care about people. About each other, about our customers, about our customers' customers, about our families, and about the world. We are invested in National Ramp and behave like it's our own business to help everyone win. We stay safe to ensure everyone goes home the way they came, every day. Overview: Today, National Ramp is in search of a passionate and enthusiasticSenior Controllerthat will bring their expertise to our team and help us grow to become the #1 Ramp Company in the World. TheSenior Controlleris a strategic and hands-on financial leader responsible for building scalable accounting processes, strengthening internal controls, and driving operational financial performance within a growing manufacturing organization. This role will focus heavily on establishing strong financial discipline in the first 12 months, including process standardization, compliance rigor, KPI visibility, and cross-functional partnership with Operations, Supply Chain, and Sales. . Key attributes we admire:Confidence and determination Ability to build rapport across diverse personality types Active listening skills to truly understand and address customer needs Persistence and creativity in problem-solving Key Responsibilities: Financial Leadership & StrategyServe as a trusted advisor to the CEO and executive team. Lead monthly, quarterly, and annual close processes with accuracy and timeliness. Develop financial reporting that translates operational performance into actionable insights. Support strategic planning, budgeting, and forecasting initiatives Establish performance metrics within the finance function. Strengthen Financial Controls & GovernanceEvaluate and upgrade internal control framework. Document and standardize accounting policies and procedures. Ensure GAAP compliance and audit readiness. Improve segregation of duties and approval workflows. Lead external audit and tax coordination. Inventory & Cost Accounting RigorStrengthen standard costing and variance analysis. Improve inventory accuracy and cycle count processes. Align physical inventory procedures with financial reporting. Validate BOM accuracy and labor/overhead allocations. Monitor excess and obsolete inventory reserves. Cash Flow & Working Capital OptimizationImprove AR and AP processes. Implement structured cash forecasting. Monitor working capital drivers. Establish clear capital expenditure approval process. Systems & Process ImprovementOptimize ERP utilization (manufacturing modules, cost accounting, inventory controls). Drive automation in reporting and reconciliations. Implement dashboard tools for real-time KPI visibility for all departments. Improve integration between Finance, Operations, and Supply Chain. Implement standardized financial reporting packages for leadership Risk Management and Business InsuranceOversee all corporate insurance programs including general liability, property, product liability, auto, umbrella, and any other applicable coverages. Lead annual policy renewals, coverage evaluations, and cost negotiations to ensure competitive rates and appropriate risk protection. Ensure compliance with contractual insurance requirements from customers and vendors. Proactively identify operational risks and implement controls to minimize exposure across manufacturing, warehouse, and logistics functions. Key MetricsGross Margin % EBITDA Net Income Operating Cash Flow Working Capital Inventory Turns/Accuracy Cash Conversion Cycle QualificationsBachelor's degree in Finance, Accounting, Business, or related field. 8–12+ years of progressive accounting experience at a Manufacturing business Industry-Specific Knowledge: Expertise in cost accounting, inventory management, and plant performance analysis is crucial. Technical Skills: Proficiency in financial modeling, data analysis, ERP systems, and financial reporting tools Strong knowledge of GAAP, financial modeling, and budgeting processes. Proven experience managing audits, financial reporting, and internal controls. Excellent analytical, communication, and leadership skills. Ability to work in a fast‐paced environment and influence at all levels Why Join National Ramp: Our commitment to you goes beyond the usual. You'll enjoy a competitive salary and a comprehensive benefits package after 30 days of employment. This includes health, dental, and vision insurance, a matching 401(k), life and disability insurance, and a wealth of other resources to support your personal and professional life. With 3 weeks of Paid Time Off, 1 week of sick time and additional days for sick day statutory holidays, we ensure you have the time to recharge and enjoy life. More than that, we offer a work environment where you're encouraged to excel and innovate. At National Ramp, your work is more than a job – it's a passion fueled by a community that values your contributions and celebrates your achievements. Join us in our mission to create accessible spaces for everyone. At National Ramp, your work changes lives, including your own. Location:Valley Cottage, NY (On-Site), 4 days a week. Salary:The salary range for this position, based in Valley Cottage, NY, is $150,000 $175,000 per year, plus incentives. The final salary will be based on the candidate's qualifications and experience. Ready to Make a Difference? Apply Now!

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients. One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the r

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A D

The Investment Advisor will utilize their technical investment expertise to provide comprehensive investment services and solutions to meet the needs of clients. The Private Client Investment Advisor delivers comprehensive wealth management and investment advisory services to high-net-worth individu

Job DescriptionSalary: What is the role and what will be my responsibilities? • As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors., • Through strategic business networking, you will build an extensive professional network and build your own clientele., • Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients, • The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops, • Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins., • Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills, • Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance, • Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans, • Gain hands-on client-facing experience in the financial industry, • As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation, • Weekly stipend, • Bonuses available, • Relationship building, • Impact, income, independence/interdependence, • Internship mirrors full-time advisor role, • Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam, • Our office is located in Paramus, New Jersey. Interns are expected to be in person.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager - New York Hub (Multilingual Skills Required). Identify, build and deepen relationships

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Embrace digital innovations

Organize client events to enhance client bonding. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Citi Wealth - Wealth Relationship Manager - Utopia Branch.

Citi Wealth - Wealth Relationship Manager - Utopia Branch. Partner with all roles on branch team to ensure all clients have a positive in-branch experience. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Busin

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

JPMS, CIA and JPMorgan Chase Bank, N. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Chase, we have an enthusiasm for helping our clients, taking care of ou

This will be done with a consistent focus on relationship management, not portfolio management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from th

The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advis

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients. CLA is looking to hire a Senior Wealth Advisor to work in our Livingston, NJ office. Total Wealth Advisory is a comprehensive service that revolves around a personal financia

JPMS, CIA and JPMorgan Chase Bank, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Your expertise will support a wide range of clien

Bilingual Chinese Mandarin/Cantonese.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and the

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, inve

As an Associate on the Investment Product and Platform team, you will support investment specialists, product development, manager research, and other areas to help enhance our expansive investment product offering and advisor toolset. Morgan Wealth Management Solutions and Practice Management teams

Sales Strategy Support Analyst. Morgan Wealth Management as a Sales Strategy Support Analystturn national growth strategies into field-ready execution that elevates advisor productivity and client outcomes. As a Sales Strategy Support Analyst within J.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm. Associate Wealth Advisors will prepare wealth plans and financial updates

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Finan

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Citi Wealth - Wealth Relationship Manager SAFE Act - Hewlett. Identify, build and deepen relationships to gain incre

Senior Registered Client Associate.Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.This role is perfect for experienced professionals with 3+ years

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei