Legal Engineer (In-House) Harvey, Inc.Legal Engineer (In-House)New York, NY$270,000–$320,000 / yearThis In-House-focused Legal Engineer role is designed for attorneys with experience working inside companies, partnering with business teams, and advising on a broad range of commercial, regulatory, employment, compliance, privacy, product, and corporate legal matters. Work directly with in-house legal teams at current and prospective customers to uncover workflow pain points, recommend solutions, and demonstrate how Harvey fits into real legal work.
Tax Senior, Legal Entity Management Deloitte Touche Tohmatsu LtdTax Senior, Legal Entity ManagementNew York, NY$107,925–$205,000 / yearThe Team: At Deloitte Tax LLP, our TTC practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. As a Senior Consultant in Legal Entity Management, your focus will be enabling our clients annual governance process with an emphasis on United States compliance, you will also support the review of governance structures, assessments of corporate documents and management of corporate data.
Tax Manager, Legal Entity Management Deloitte Touche Tohmatsu LtdTax Manager, Legal Entity ManagementNew York, NY$144,600–$274,750 / yearAt Deloitte Tax LLP, our TTC practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. As a Manager in Legal Entity Management, your focus will be enabling our clients annual governance process with an emphasis on United States compliance, you will also support the review of governance structures, assessments of corporate documents and management of corporate data.
NewExecutive Counsel for University Legal Affairs Operations The City University of New YorkExecutive Counsel for University Legal Affairs OperationsNew York, NY$185,000–$195,000 / hourThe City University of New York is seeking an Assistant Deputy General Counsel of University Legal Affairs Operations. The successful candidate will manage complex legal issues, ensure operational excellence, and mentor campus counsel.
VP, Legal UMTVP, LegalBrooklyn, New York$220,000–$250,000 / yearUnitedMasters has taken the bold step of building a music distribution service that, radically, puts artists first - disrupting the legacy music business by letting up-and-coming artists distribute their music directly to fans through streaming services while maintaining ownership of their master recording rights and up to 100% of royalties. This role operates at a strategic level, advising the business on risk, commercial structures and transactions, strategy and corporate initiatives, expansion and partnerships, while managing the legal team and working closely with executive leadership.
Legal Product Consultant Workshare, Inc.Legal Product ConsultantHolmdel, NJ$105,000–$125,000 / yearIn this dynamic role, you will serve as the critical bridge between sophisticated legal practice and innovative technology solutions, working directly with law firms and legal organizations to transform how they leverage AI-powered tools in their daily workflows. Hybrid: This position can be based in any of our Toronto, New York City, Holmdel, New Jersey, Boston, Philadelphia, Chicago or Raleigh offices and candidates should reside within reasonable commuting distance, as this role requires on-site presence at least six days per month.
Legal Executive Assistant Ropes & Gray LLPLegal Executive AssistantNew York, NY$84,000–$128,100 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Possesses strong interpersonal skills, maintains a positive and professional attitude at all times (i.e. an openness to constructive feedback and a flexibility to adjust behavior or performance as needed) and demonstrates an intellectual curiosity and continuous drive to improve service.
First Legal Coordinator First LegalFirst Legal CoordinatorNew York, NYRemote$40,000–$70,000 / yearIn collaboration with the Sales Team, the First Legal Coordinator provides sales support by identifying opportunities to expand existing relationships, introducing additional service offerings, and increasing client engagement. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations.
Sales Consultant – Legal Services Pitcoff Law Group PCSales Consultant – Legal ServicesNew York, NYRemote$75,000–$125,000Pitcoff Law Group, a rapidly growing commercial litigation and business law firm based in New York City, is seeking a Sales Consultant to convert prospective-client inquiries and engage targeted outreach opportunities through structured, consultative conversations. Known for combining sophisticated strategy with practical business insight, the firm serves as both advocate and advisor to leaders navigating complex legal and financial challenges.
Sales Consultant – Legal Services (remote) Pitcoff Law Group PCSales Consultant – Legal Services (remote)New York, NYRemote$75,000–$125,000Pitcoff Law Group, a rapidly growing commercial litigation and business law firm based in New York City, is seeking a Sales Consultant to convert prospective-client inquiries and engage targeted outreach opportunities through structured, consultative conversations. Known for combining sophisticated strategy with practical business insight, the firm serves as both advocate and advisor to leaders navigating complex legal and financial challenges.
Associate, Advisor Aon PlcAssociate, AdvisorMelville, NY$53,500–$85,600 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Associate, Advisor NFP CorpAssociate, AdvisorMelville, NY$53,500–$85,600 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Legal Executive Assistant Ropes & GrayLegal Executive AssistantNew York, New York$84,000–$128,100 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Possesses strong interpersonal skills, maintains a positive and professional attitude at all times (i.e. an openness to constructive feedback and a flexibility to adjust behavior or performance as needed) and demonstrates an intellectual curiosity and continuous drive to improve service.
Head of Legal, Risk & Compliance DataCT LLCHead of Legal, Risk & ComplianceNew York City, NY$275,000–$325,000 / yearThe Head of Legal, Risk & Compliance builds and owns DataCT's legal operations, enterprise risk framework, compliance program, audit program, and regulatory engagement strategy, while advising the DataCT Board and the CT Plan Operating Committee on matters of independence, fiduciary conduct, and regulatory obligation. The role is the principal legal and compliance partner to the Chief Administration Officer and is responsible for protecting the independence of the Administrator function, managing related-party considerations with DataCT subcontractors (including DataBP LLC), and ensuring full compliance with the governance framework of the CT Plan.
Legal Engineer (Law Firm, Corporate) HarveyLegal Engineer (Law Firm, Corporate)New York, New YorkThis Corporate-focused Legal Engineer role is designed for attorneys with transactional experience in capital markets, private equity, M&A, finance, banking, fund formation, EC/VC, real estate or other general corporate practices who are excited about the future of AI in legal services. At least 3 years of experience in a transactional practice such as M&A, private equity, capital markets, finance, fund formation, banking, EC/VC, real estate or related practice areas at a top-tier law firm or sophisticated in-house legal team.
Legal Engineer (In-House) HarveyLegal Engineer (In-House)New York, New YorkThis In-House-focused Legal Engineer role is designed for attorneys with experience working inside companies, partnering with business teams, and advising on a broad range of commercial, regulatory, employment, compliance, privacy, product, and corporate legal matters. Work directly with in-house legal teams at current and prospective customers to uncover workflow pain points, recommend solutions, and demonstrate how Harvey fits into real legal work.
Legal Engineer (In-House) Counsel AI CorpLegal Engineer (In-House)New York, NY$270,000–$320,000 / yearThis In-House-focused Legal Engineer role is designed for attorneys with experience working inside companies, partnering with business teams, and advising on a broad range of commercial, regulatory, employment, compliance, privacy, product, and corporate legal matters. Work directly with in-house legal teams at current and prospective customers to uncover workflow pain points, recommend solutions, and demonstrate how Harvey fits into real legal work.
Legal Engineer (Law Firm, Corporate) Counsel AI CorpLegal Engineer (Law Firm, Corporate)New York, NY$270,000–$320,000 / yearThis Corporate-focused Legal Engineer role is designed for attorneys with transactional experience in capital markets, private equity, M&A, finance, banking, fund formation, EC/VC, real estate or other general corporate practices who are excited about the future of AI in legal services. At least 3 years of experience in a transactional practice such as M&A, private equity, capital markets, finance, fund formation, banking, EC/VC, real estate or related practice areas at a top-tier law firm or sophisticated in-house legal team.
Consumer Banking Legal - Assistant General Counsel JPMorgan Chase & CoConsumer Banking Legal - Assistant General CounselJersey City, NJAs a/an Vice President/Assistant General Counsel in Consumer Banking Legal, you will provide strategic, practical legal advice to Consumer Branch Banking and Community and Business Development initiatives, supporting field, branch, and operational teams. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Practice Technology Advisor Ropes & Gray LLPSenior Practice Technology AdvisorNew York, NY$150,100–$240,150 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. The Senior Practice Technology Advisor works closely with practice groups, IT teams, and vendors to identify opportunities for technology adoption, conduct successful pilot programs, and ensure the seamless integration of new technologies into practice group workflows.
Trust Advisor City National BankTrust AdvisorNew York, NYRemote$134,788–$229,586 / yearGather data for account reconciliations, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Financial Solutions Advisor Registration Candidate - Middlesex Bank of America CorpFinancial Solutions Advisor Registration Candidate - MiddlesexMiddlesex, NJ$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Senior Compliance Advisor FidelitySenior Compliance AdvisorJersey City, New JerseyRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Legal Engineer - Product Specialist (In-House) HarveyLegal Engineer - Product Specialist (In-House)New York, New YorkHarvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows—driving adoption, increasing utilization, and supporting long-term expansion and renewal. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel at private equity firms and Fortune 500 companies—serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Head of AMER Legal Engineering (In-House) HarveyHead of AMER Legal Engineering (In-House)New York, New YorkYou will partner closely with leaders across Product, Engineering, Sales, Customer Success, and Operations to deliver exceptional outcomes for customers while helping shape the future of Legal Engineering at Harvey. Success in this role requires exceptional people leadership, strong business judgment, and the ability to build systems and processes that enable teams to operate effectively at scale.
Legal Engineer, Product Specialist Manager HarveyLegal Engineer, Product Specialist ManagerNew York, New YorkHarvey’s Legal Engineer - Product Specialist Managers lead and scale a high-performing team of Legal Engineer - Product Specialists responsible for driving customer adoption, expansion, renewal and long-term success across Harvey’s global customer base. Ensure consistent, high-quality delivery of workshops, trainings, and hands-on agent building sessions that help legal professionals integrate Harvey deeply into their workflows across practice areas and geographies.
Legal Engineer - Product Specialist HarveyLegal Engineer - Product SpecialistNew York, New YorkHarvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows—driving adoption, increasing utilization, and supporting long-term expansion and renewal. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel at private equity firms and Fortune 500 companies—serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Head of AMER Legal Engineering (In-House) Counsel AI CorpHead of AMER Legal Engineering (In-House)New York, NY$400,000–$450,000 / yearYou will partner closely with leaders across Product, Engineering, Sales, Customer Success, and Operations to deliver exceptional outcomes for customers while helping shape the future of Legal Engineering at Harvey. Success in this role requires exceptional people leadership, strong business judgment, and the ability to build systems and processes that enable teams to operate effectively at scale.
Legal Engineer, Product Specialist Manager Counsel AI CorpLegal Engineer, Product Specialist ManagerNew York, NY$315,000–$385,000 / yearHarvey's Legal Engineer - Product Specialist Managers lead and scale a high-performing team of Legal Engineer - Product Specialists responsible for driving customer adoption, expansion, renewal and long-term success across Harvey's global customer base. Ensure consistent, high-quality delivery of workshops, trainings, and hands-on agent building sessions that help legal professionals integrate Harvey deeply into their workflows across practice areas and geographies.
Membership Sales Advisor, Mamaroneck EquinoxMembership Sales Advisor, MamaroneckMamaroneck, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Roslyn EquinoxMembership Sales Advisor, RoslynRoslyn, NYFull timep>Full-time Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Membership Sales Advisor, Great Neck EquinoxMembership Sales Advisor, Great NeckGreat Neck, NYFull timeMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products .
Membership Sales Advisor, New York City EquinoxMembership Sales Advisor, New York CityNew York, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Long Island EquinoxMembership Sales Advisor, Long IslandGreat Neck, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Paramus EquinoxMembership Sales Advisor, ParamusParamus, NJFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Scarsdale EquinoxMembership Sales Advisor, ScarsdaleScarsdale, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Woodbury EquinoxMembership Sales Advisor, WoodburyWoodbury, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Assistant General Counsel -Registered Investment Advisor JPMorgan Chase Bank, N.A.Assistant General Counsel -Registered Investment AdvisorJersey City, NJFull timeAs a Legal Counsel for Wealth Management Investment Solutions (VP) in Asset & Wealth Management, you will provide strategic and day-to-day legal counsel on matters impacting discretionary and non-discretionary advisory strategies for various programs distributed in the U.S. and internationally. In this role, you'll provide strategic legal counsel across broker-dealer, bank fiduciary, and registered investment adviser frameworks, partnering with business and control functions to bring advisory strategies to market responsibly.
Financial Solutions Advisor - Scotch Plains Bank of America CorpFinancial Solutions Advisor - Scotch PlainsScotch Plains, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Central NJ Market Bank of America CorpFinancial Solutions Advisor - Central NJ MarketSouth Plainfield, NJ$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Central NJ Market South Plainfield, New Jersey; Rahway, New Jersey; Linden, New Jersey; Berkeley Heights, New Jersey; Clark, New Jersey; Iselin, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Solutions Advisor - Bergen East Market Bank of America CorpFinancial Solutions Advisor - Bergen East MarketFort Lee, NJ$65,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Clifton Bank of America CorpFinancial Solutions Advisor Registration Candidate - CliftonClifton, NJ$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor - Manhattan South Market Bank of America CorpFinancial Solutions Advisor - Manhattan South MarketNew York, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Manhattan South Market New York, New York; New York, New York; New York, New York; New York, New York; New York, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Solutions Advisor - Central South NJ Market Bank of America CorpFinancial Solutions Advisor - Central South NJ MarketEast Brunswick, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Ocean Market Bank of America CorpFinancial Solutions Advisor - Ocean MarketRed Bank, NJ$70,000–$80,000 / yearWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Mortgage Loan Advisor East West BankMortgage Loan AdvisorNew York, New YorkFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
Enterprise Account Executive - Legal Vertical Intapp IncEnterprise Account Executive - Legal VerticalNJProven track record of consistently meeting and exceeding sales, renewal, and retention goals within the legal vertical, with the ability to manage complex, multi-stakeholder sales cycles across Am Law 100/200 firms and large corporate legal departments. What You Will Need: 5+ years of enterprise software sales experience with a strong focus on the legal industry - including law firms, legal departments, or legal technology - with demonstrated expertise in account planning, development, and long-term territory management.