- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- University of Rochester (Rochester, NY)
- …senior leadership across various university departments. **Essential Functions:** Compliance Program Leadership: + Oversee the development , implementation, and ... responsible for overseeing and leading all aspects of the University's compliance program for academic and central administrative functions. The CCE is a trusted… more
- Bank of America (Flushing, NY)
- …one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... are guided by a common purpose to help make financial lives better through the power of every connection....* Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification… 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. ... of our commitment to this Global client. Through the development and execution of an Account Business Plan, the...following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, 3X account * Indirectly… more
- TD Bank (New York, NY)
- …and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our ... Description:** The Treasury Management Officer (TMO) III is an independent senior advisor who is accountable to develop new Treasury Management (TM) business and… more
- CVS Health (Long Island City, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
- Raymond James Financial, Inc. (New York, NY)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more
- Eliassen Group (Albany, NY)
- …opportunity for a Portfolio Manager-Veteran's Affairs. This is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA ... **Portfolio Manager** **Anywhere** **Type:** Contract-to-Hire **Category:** Program /Project Management **Industry:** Healthcare **Workplace Type:** Remote **Reference… more
- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... engage clients to understand evolving needs, strategic objectives, and DR program challenges. + Conduct regular client reviews, performance presentations, and… more
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