Top Tech Jobs & Startup Jobs in NYC, NY

The Client Services Representative supports Financial Advisors by managing client paperwork, processing transactions, maintaining relationships, and ensuring excellent customer service. This role involves communication with clients and Advisors, preparing materials for meetings, and organizing client events.

The Compliance Analyst will ensure retail communications comply with laws and regulations, assist in reviewing advertising materials, and manage compliance inquiries.

The Regional Sales & Relationship Manager will develop sales strategies, lead a sales team, and build relationships with partners to drive sales growth in NW region.

Lead the Regional Growth Team to achieve sales goals, manage advisor relationships, and drive organic growth through strategic engagement and team management.

The Senior Manager, Business Development will lead recruitment efforts for Financial Advisors and Accounting Firms, focusing on promoting CFG's value in the Tax business. Responsibilities include relationship building, recruiting strategy development, and achieving recruitment goals, while traveling 50% of the time.

The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.

The Senior Advanced Planning Consultant develops sophisticated wealth strategies for high-net-worth clients, collaborates with advisors, and provides strategic recommendations while ensuring regulatory compliance.

Lead the Regional Growth Team to achieve sales goals, manage advisor relationships, and drive organic growth through effective engagement and strategic planning.

The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to deliver integrated financial solutions while ensuring compliance with regulations.