- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC...to you as part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th… more
- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... Scope:** + Recognized as top level expert within the company in a customer segment or product/service line with...improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by… more
- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... opportunity employer and place a high value on diversity and inclusion at our company . We do not discriminate on the basis of any protected attribute, including… more
- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... opportunity employer and place a high value on diversity and inclusion at our company . We do not discriminate on the basis of any protected attribute, including… more
- Heritage Financial Credit Union (Middletown, NY)
- …Credit Union, internal audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking a Senior Manager ... rewarding career in the financial services industry with a company that is committed to its mission, vision and...organization. Sr. Manager of Audit serves as a trusted advisor and is a member of the Senior Leadership… more
- JPMorgan Chase (New York, NY)
- …of 3 years of experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to communicate clearly and professionally with ... Qualifications, capabilities and Skills:** + Familiarity with leisure travel advisor tools and systems. + Experience in the luxury...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… 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
- 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
- JPMorgan Chase (Rochester, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… more
- Copeland (Albany, NY)
- **About Us** We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial ... accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for...Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers. Advise the organization on… more