- JPMorgan Chase (Mineola, NY)
- …commitment to diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...proven track record of developing and coaching high performing Advisor team + Ability to travel 50% of the… more
- IBM (Hopewell Junction, NY)
- …the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape ... distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex...to this work arrangement must be preapproved by your manager before any changes are made. This Job can… more
- M&T Bank (New York, NY)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **DEPARTMENT DESCRIPTION:**...your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- Comerica (New York, NY)
- …Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... for pipeline management and demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or AWS migration projects to deliver… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... impact or influence on the company. This role is not a manager . **Responsibilities:** + Ensure compliance with employment laws and regulations; Provide counsel… more
- NTT America, Inc. (Albany, NY)
- …skillset to the project. This position works closely with the project manager , engagement director and consultants to design and evaluate feasibility of proposed ... of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions...Data Business Solutions Inc. and customer) + Support project manager and engagement director in managing customer expectation +… more
- TD Bank (New York, NY)
- …Description:** The Treasury Management Officer (TMO) III is an independent senior advisor who is accountable to develop new Treasury Management (TM) business and ... other channel sales partners + Serves as the trusted advisor for clients with cash management needs to develop,...of solutions to meet customer needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects +… more