- University of Rochester (Rochester, NY)
- …annual Graduate Bulletin update. + Audit and require that programs update faculty advisor assignments in UR Student. + Audit program handbooks for accuracy and ... consistency with SMD and University policy. + Monitor PhD credit hour requirements and associated tuition waivers for accuracy; coordinate corrections as needed. + Collaborate with the Registrar's Office to improve grading compliance amongst SMD instructors. +… more
- Charles Schwab (Manhasset, NY)
- …wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What you have** **Required Qualifications:** + ... A valid and active Series 7 license is required ( _license may be obtained under a condition of employment through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
- Citigroup (New York, NY)
- …The group works** **closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital ... representative to help provide these solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work closely with the client advisory team (Private Bankers,… more
- KeyBank (NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services ... compliance. + Familiarity with issue management and regulatory exam processes. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $130,000 to $160,000 annually depending on location and job-related factors such as level… more
- Oneonta Job Corps (Oneonta, NY)
- …training, personal problems, study habits, etc. + Coordinate with Independent Living Advisor , Counselors, and other staff as necessary to resolve issues affecting ... student training + Record and forward daily attendance to Student Records and maintain student personnel folders + Model appropriate behaviors, mentor students, and monitor both positive and negative behaviors through interventions + Be the mentor who helps… more
- Intuit (New York, NY)
- …to change * Demonstrate advanced marketing knowledge to act as a trusted advisor to the customer EOE AA M/F/Vet/Disability. Intuit will consider for employment ... qualified applicants with criminal histories in a manner consistent with requirements of local law. more
- New York State Civil Service (Albany, NY)
- …special projects and provide administrative assistance as required by the Senior Advisor to the Leader. Minimum Qualifications Minimum Qualifications* Two (2) years ... of full-time experience as a Paralegal or Legal Assistant; and* One of the following educational credentials:o Associate degree (or higher) in a paralegal/legal assistant/legal studies program ORo Certificate in a paralegal/legal assistant program from a… more
- HUB International (New York, NY)
- …and Casualty (P&C) Claims Group. Key Responsibilities: + Act as claims advisor to large, complex clients, ensuring timely and equitable resolutions. + Partner ... with producers and account executives to strengthen client relationships through proactive claims strategies. + Manage relationships with insurers, TPAs, and other claims partners to optimize outcomes. + Engage in full claims advocacy on behalf of clients,… more
- Microsoft Corporation (New York, NY)
- …strategic efforts and resources necessary for building a strategy. **Trusted Advisor ** + Maintains and leverages their recognized expertise in Microsoft's product ... landscape, solutions, and strategy to address customer's needs. Partners with internal industry experts (eg, Regional and Global Experts) to strengthen understanding of the industry. Leverages a deep understanding of their customers to drive and create deep… more
- Deloitte (New York, NY)
- …and ML for cyber defense and operations issues. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity across security ... data modernization, data ops, AI, and ML, and the use of these disciplines towards cyber specific solutioning. Through our unrivaled breadth and depth of services across every major industry and domain, we help our clients run smarter, faster, and more… more
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