- Publicis Groupe (New York, NY)
- …shaping thought leadership for clients and the agency. Acting as a trusted advisor to senior executives, you'll combine strategic vision with the ability to ... at all levels, especially C-level executives, acting as a strategic advisor . + Understand client business models, strategic priorities, and industry dynamics… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship...large P&L * A history of developing strong trusted advisor status with clients. Engenders feelings of trust as… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Raymond James Financial, Inc. (Somers, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- City of New York (New York, NY)
- …seniors, and social services. The Corporate Secretary reports to the Special Advisor for Corporate Governance and Audit. Responsibilities include, but are not ... accordingly to ensure compliance. - Coordination with the Special Advisor for Corporate Governance and Audit, serving as an... for Corporate Governance and Audit, serving as an advisor to the Board Members, as well as a… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- Raymond James Financial, Inc. (New York, NY)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +...+ Strategic and analytical thinking to align regulatory, firm, advisor , and client needs. + Establishing KPIs and linking… more
- City of New York (New York, NY)
- …is based out of the Albany, NY Office. The Problems You'll Solve The Senior Advisor will be assigned a portfolio of City agencies and be responsible for all ... member requests related to the specific agencies. The Senior Advisor will act as a liaison between the Mayor's...and agency officials and commissioners. Duties of a Senior Advisor include, but are not limited to: - Tracking… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth...all compliance requirements under the supervision of a Trust Advisor including, but not limited to conducting Reg 9… more