- Rallye Motor Company (Roslyn, NY)
- …that may not be included on the repair order, and communicate to Service Advisor . + Communicate with the Parts Department to obtain parts. Follow warranty material ... disposition procedures. + Notify Service Advisor immediately if additional work is needed, if work...the customer or by the warranty. + Inform Service Advisor and Foreman of all work that cannot be… more
- Bank of America (New York, NY)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- Bank of America (New York, NY)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- M&T Bank (Buffalo, NY)
- …Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee ... + Serve as a support associate to assigned Investment Advisor (s) as required. + Maintain a current understanding of...progression can lead to a transition into an Investment Advisor Associate/ Advisor role. You'll also have opportunities… more
- EPAM Systems (NY)
- …You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds like ... strategies and client solutions + Act as a strategic advisor and client partner to CISOs and technical leaders,...Leaders) + Act as a credible counterpart and trusted advisor to client CISOs and technical leaders **Requirements** +… more
- Dow Jones (New York, NY)
- …that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as a valuable resource ... plans for personal and professional growth. The W&AM (Barron's Advisor ) group also serves as a thought leader in...talented and motivated event coordinator to join the Barron's Advisor team. An event coordinator plans, organizes, and oversees… more
- JPMorgan Chase (New York, NY)
- …US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You ... and the wealth management industry, providing support to our advisor and client population. You will strengthen our client...in the Northeast + Creating and coordinating workshops for advisor development + Act as a speaker for Group… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... for DAF products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to develop and enhance… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Neuberger Berman (New York, NY)
- …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a ... relationships + Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the "next best step"… more