- Citigroup (New York, NY)
- …with the data and system process flows. * Be a trusted and informed advisor /partner to regional teams and lines of business staff members. * Prepare and present ... implications of the application of technology to the current business environment * Act as advisor or coach to new or lower-level analysts and work as a team to… more
- Cognizant (Albany, NY)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- Paychex (Queens County, NY)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... referrals to end users. + Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources. + Analyzes the prospects'… more
- University of Rochester (Rochester, NY)
- …administrative support for the e5 and Take Five Scholars Program, including advisor initiatives, special programming, and the Advisor Assignment process. + ... Reviews and processes drop/add forms submitted by students. Determine necessary follow-up actions, notifies advisors, and manages the underload review and approval process. Tracks and monitors submissions and generates semester statistical reports to document… more
- LiveRamp (New York, NY)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain… more
- Stantec (New York, NY)
- …two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. + Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. +… more
- University of Rochester (Rochester, NY)
- …regional compliance with university policies and procedures. + Serves as the advisor to Department and Faculty leadership for faculty related matters. + Works ... departments mission as well as with external constituents. + Acts as an advisor to leadership with regard to university policies, HR policies, academic program… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- City National Bank (New York, NY)
- …* Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ensuring correct ... initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1 year of… more
- GE Aerospace (Schenectady, NY)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more