- JPMorgan Chase (Rockville Centre, NY)
- …of new technology, practice management and business development supporting an Advisor 's practice. + Monitor progress, identify risks, and resolve issues that ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- Deloitte (Williamsville, NY)
- …training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial ... independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, and manage teams comprising members at all levels of… more
- Guardian Life (Albany, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a… more
- Wolters Kluwer (New York, NY)
- …Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing ... valuable insights and expert guidance, positioning yourself as a trusted advisor for strategic discussions and decision-making. + Foster long-term relationships with… more
- Amazon (New York, NY)
- …our partners to maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends, emerging technologies, and innovative ... ensure proposed solutions are realistic and achievable - Acting as a trusted advisor to customers on industry trends and emerging technologies - Sharing knowledge… more
- CDM Smith (Woodbury, NY)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more
- VaynerMedia (NY)
- …to drive business success for clients. This role will act as a trusted advisor to the client and internal teams on all analytics needs. The Director, Analytics ... that fuel growth across multiple accounts. + Serve as a trusted advisor to clients by developing analytics frameworks, measurement plans, and success metrics… more
- Deloitte (Rochester, NY)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles + ... Work independently to manage contractual matters and risks and be the trusted advisor on multiple accounts + Provide mentoring and training to Risk Management… more
- Amazon (New York, NY)
- …you will serve as the team's subject-matter expert and trusted strategic advisor on the highly regulated and relationship-driven US power and utilities landscape. ... you will serve as the team's subject-matter expert and trusted strategic advisor on the highly regulated and relationship-driven US power and utilities landscape.… more
- M&T Bank (Buffalo, NY)
- …paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to keep sales force ... specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from clients. + Understand… more