- Insight Global (New York, NY)
- …feedback. -Manage and further develop the firm's robust Career Development Advisor Program and Integration Liaison programs, through which Associates receive ... is key to their career progression and growth. -Serve as a trusted advisor , resource, and coach for attorneys seeking guidance on career progression, goals,… more
- H&R Block (New York, NY)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... you also had + Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax training library + Tax… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...to senior management + Acts as a strategic audit advisor by providing counsel and guidance on audit issues;… more
- World Insurance Associates, LLC. (Kingston, NY)
- …payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... be willing to become each client's trusted risk management advisor and bring the entire World platform to each...presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- Wolters Kluwer (New York, NY)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...Knowledge of CCH Axcess is required + Act as advisor on advanced and broad-ranging projects + Participate in… more
- News Corp (New York, NY)
- …strategy, and long-term value proposition. The VP, IR is a key advisor to senior management on market perception, shareholder sentiment, and competitive positioning, ... & Engagement (Strategic Leadership)** + **Serve as a trusted advisor to the SVP, Investor Relations on all institutional...team and Board of Directors.** **Serve as a trusted advisor on how financial results and strategic decisions may… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio ... to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. +… more
- Citigroup (Queens, NY)
- …of these managers, working in close collaboration with an independent external advisor to ensure optimal performance and adherence to investment mandates. This ... portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee and manage the critical relationship with the… 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
- City of New York (New York, NY)
- …seniors, and social services. The Senior Director reports to the Special Advisor for Corporate Governance and Audit. Responsibilities include, but are not limited ... 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