975 vice president client advisor jobs found

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our...

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our...

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our...

Job Description J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As an External Client Advisor within JPMorgan Asset Management, you will be tasked with providing field sales coverage in the Maryland and District of Columbia regions, specifically within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan's market share across various platforms such as mutual...

Job Description JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants. Job Responsibilities Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the Northeast territory (N.VA,...

Job Description J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As an External Client Advisor within JPMorgan Asset Management - US Funds Management, you will be responsible for providing field sales coverage in the Utah, Northern Nevada, Idaho, Montana, and Wyoming regions within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan's market share across mutual...

Job Description JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants. Job Responsibilities Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the South West territory (TX,...

Job Description The ETF business is a global JPMAM business that was formed in 2015. The U.S. Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including DB plans, Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to the Head Of Institutional ETFs. Your role will involve providing consultative support to institutional investors, helping them understand and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry, landscape, and use cases across various asset classes, including capital markets and trading considerations. Collaborating with both internal and external partners, you will engage new and...

Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. Role...

SUMMARY Bering Straits Native Corporation is currently seeking a qualified Vice President of Capture and Proposal Management for BSNC. This position will lead the corporate proposal function, overseeing the development of high-quality, competitive, and compelling proposals across multiple business lines. This strategic leader will build and manage a centralized proposal team, define proposal processes and standards, and work closely with executive leadership, business development, and operations to align proposals with company goals and client requirements. The VP will drive continuous improvement and innovation in the proposal lifecycle to support growth across federal, state, commercial, and international markets. ESSENTIAL DUTIES & RESPONSIBILITIES The Essential Duties and Responsibilities are intended to present a descriptive list of the range of duties performed for this position and are not intended to reflect all duties performed within the job. Other duties may...

Requisition ID: req57921 Job Title: Vice President, Policy & Advocacy Sector: Senior Executive Leadership Employment Category: Regular Employment Type: Full-Time Compensation: USD 250,000.00 - 280,000.00 Annually Location: Washington DC, USA Work Arrangement: Open to Remote Job Description Background: The External Relations (ER) Department was created to mobilize external audiences to raise the requisite funds, influence policies and achieve practice changes to improve outcomes for our clients, while growing and protecting our global brand. The Policy & Advocacy teams use the power of IRC's ideas to solve the biggest challenges facing IRC's clients across the "arc of crisis." From combating the drivers of conflict to meeting the needs of displaced people, the team partners with innovative thinkers, experts and those with lived experience to identify solutions and bring them to life, in particular by partnering with politicians, policy makers and...

Region Americas Business Unit Financial Advisory Location Houston Job Description Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Vice President - High-Tech Software Your responsibility in this role will be to engage and develop senior advisor relationships with our key clients in the High-Tech Software (HT-ST) sector in USA. You will act as a "tip of the spear" for your portfolio, identifying non-consulting and transformation opportunities which will drive Genpact's Technology, Digital, Analytics and AI capabilities. Your role...

Introduction: Very Good Ventures is a global consultancy that delivers clients elegant solutions using disruptive technologies. At VGV, we believe that building very good technology starts with a culture of excellence, collaboration, humility, and openness - and of course, have a very good time while doing it. We place our company values and culture at the forefront of everything we do. Rising to prominence as the foremost Flutter experts, VGV is at an exciting stage of growth as we expand our global presence and our range of strategic services. Our mission is to lead the most influential companies through new digital frontiers and improve the relationship between technology and those that create, manage, and experience it. VGV's client roster spans industries, including Toyota, Google, Dow Jones, JSX, Betterment, and Norwegian Cruise Lines. People come to work at VGV to solve challenging problems with the newest technology, alongside some of the best talent in the industry,...

Working at Real Chemistry and in the healthcare industry isn't just a job for us. We got into this field for different reasons, but we all stay for the same reason - to uncover insights, make meaningful connections, infuse creativity, and improve the patient experience by transforming healthcare through AI and ideas. Real Chemistry creates the world around modern therapies with over 2,000 talented professionals, and for the last 20+ years has, carved out its space at the intersection between healthcare, marketing and communications, data & AI, and the people at the heart of it all. We work with the top 30 pharma and biotech companies and are built for uncommon collaboration-we believe we are best together, bring together experts from a wide range of disciplines collaborate without barriers under a single, unified mission: to transform what healthcare is to what it should be. This one-of-a-kind model allows us to work in a way that better reflects how people experience...

Vantage Point is seeking a Vice President of Professional Services to join our rapidly growing, highly talented, and fully remote team! The VP of Professional Services will have proven experience leading Professional Services teams on a national scale and will set, align and drive delivery standards that exceed client expectations. This role leads all efforts in Delivery and Professional Services best practices. Primary Responsibilities: Build and Manage team functionality, processes, and methodologies to ensure the team follows standardized procedures efficiently for all engagements Focus on quality standards, technical leadership, operations, people management, skills development, and executive collaboration to meet business goals and objectives Planning, managing, and reporting on the overall Professional Services P&L and forecasting Manage the overall Professional Services team budget, including hiring, training, travel, technical resources, events, etc....

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more...

Get to Know our Client: Indiana Wesleyan University (IWU) Indiana Wesleyan University (IWU) is a Christ-centered institution committed to transforming lives through higher education. With a rich history rooted in the Wesleyan tradition, IWU is dedicated to academic excellence, spiritual growth, and preparing students for meaningful careers. The university offers a wide range of undergraduate, graduate, and doctoral programs, both on-campus and online, empowering students to pursue their calling in various fields, from healthcare and business to the arts and sciences. Located in Marion, Indiana, with a strong online presence serving a global community, IWU is focused on fostering a supportive and inclusive environment that integrates faith with learning. Their innovative approach to education not only equips students with the knowledge and skills necessary for professional success but also nurtures their spiritual and personal growth. IWU is passionate about its mission to...

Firm Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The...

Job Description This Opportunity WSP USA is actively seeking a Vice President, Structural Engineer with strong experience in transportation infrastructure projects for our Albuquerque, NM officelocation. Provides leadership within a sector of organization to ensure structural engineering subject matter, technical deliverables, transportation and infrastructure projects and programs are delivered with a level of quality that meets or exceeds acceptable industry and company standards for design, safety, structural soundness, and functionality. Responsible for SME innovation and administration, ensuring corporate compliance with all Local, State, and Federal engineering, construction, and safety regulations, and providing pragmatic direction to address current and future challenges in a rapidly-changing and complex business climate. Your Impact Provide proactive and strategic leadership for the structural engineering discipline and function, offering direction, expertise,...