Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong...
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has...
OVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source...
Pay Range: $58,500.00 - $80,319.00 Deliver client service for the complex and sophisticated major accounts and high- profile clients by overseeing the daily records activities and administration of assigned book of business. Ensure the...
Description: Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with Account Management team to provide service and support to our...
General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and...
Position Title: Client Success Manager Division: K-12 Software Solutions Reports to: Client Executive Manager OVERVIEW The Client Success Manager (CSM) works with customers to ensure they're receiving the tools and support...
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships...
Client Success Associate Overview Alliant is seeking a Client Success Associate to join a team of a respected data and analytics provider targeting top B2C marketing organizations. This position is responsible for...
JOB SUMMARY: Financial Advisor - New York City We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our...