- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...in conjunction with or on direction of the Financial Advisor , identify and develop new business opportunities from existing… more
- Principal Financial Group (Albany, NY)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Stony Brook University (Stony Brook, NY)
- …and demonstrated leadership under pressure. The AVP will serve as a trusted advisor to the VP of Marketing and Communications (MARCOM) and University leadership and ... mission, vision and values grounded in a well established trusted advisor mantra and ecosystem mindset. In-person presence during critical incidents, including… more
- Bank of America (New York, NY)
- …and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and investment management ... registrations; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support** **Must maintain at least one firm approved… more
- 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
- Tompkins Community Bank (Ithaca, NY)
- …Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute ... advisor marketing plans by coordinating client events; client mailings...events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist… more
- JPMorgan Chase (New York, NY)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- JPMorgan Chase (Brooklyn, NY)
- …**Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing ... and coaching high performing Advisor team + Ability to travel 50% of the...ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and...Ability to cultivate relationships and act as a trusted advisor to clients. + Strong knowledge of personal insurance… more
- City of New York (New York, NY)
- …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will provide frontline services to expectant and new mothers. Through home… more