Vision Financial Group is one of the largest and most respected financial service firms in Upstate/Central Western New York. We are always looking to grow witht the right people. If you are a Wealth Manager that is looking to grow...
At Northeast Wealth Management, LLC., we empower clients to achieve their financial goals through personalized planning and professional guidance. Key Responsibilities: • Develop tailored financial plans for...
Our founder, and CEO, Kevin Glazer has been a prominent figure in the commercial real estate world for the past 30 years. Mr. Glazer is a co-owner of the NFL franchise Tampa Bay Buccaneers, and a principal investor in the Manchester United...
Are you a Wealth Advisor who wants to lead with influence, have JOYful conversations, and harness cutting-edge marketing strategies to elevate your impact? WHO WE ARE: Mitlin Financial Inc,...
Magnus Financial Group is a Registered Investment Advisor located in Midtown Manhattan. We provide customized wealth management and financial planning services for clients in all phases of their lives. We are a holistic wealth management firm...
Job Description: Responsibilities: Responsible for overall coordination, status reporting and stability of project oriented work efforts. Establishes and implements project management processes and...
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
The Regional Service Manager is responsible for planning, coordinating, directing and supervising the daily activities of the technicians in his/her territory to support regional facilities. The position will be focused on customer satisfaction by...
Role Overview: Our client, a leading alternative asset manager, is currently seeking a Credit Portfolio Manager to join the firm in either New York or London. Here, you will be responsible...
Job Description: Responsibilities: Performing an analysis of existing support processes against ITSM principles. Partnering with internal service management personnel and aligning with organizational...