- JPMorgan Chase (White Plains, NY)
- …plans across markets + Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field ... workshops to improve Advisor effectiveness and expertise + Identify opportunities to develop...Lending, Business Banking, Card) + Partner with the Business Manager to drive scorecard results and meet staffing targets… more
- KeyBank (Cohoes, NY)
- …Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info, ... sales support activities such as weekly teleconferences, monthly sales unit meetings, manager coaching sessions, etc. and to attend additional product and process… more
- Deloitte (New York, NY)
- …Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal to highlight relevant ... to establish and maintain our status as a trusted advisor . + People Development: Perform role of mentor and...Cognito (identity, security, compliance for AI workloads); IAM, Secrets Manager , and KMS; and/or GCP : Vertex AI (eg,… more
- BMO Financial Group (New York, NY)
- …across modalities and development stages. The individual serves as a trusted advisor to internal and external stakeholders. The ideal candidate can translate ... investors via NDRs, BMO conferences, and other events + Acts as a trusted advisor to internal and external stakeholders + Drive buy-side investor votes and revenue +… more
- M&T Bank (New York, NY)
- …associations, government and regulatory bodies. The successful candidate will be a key advisor to senior leadership and will play a critical role in shaping legal ... complies with all relevant laws and regulations. + Serve as a trusted advisor to senior leadership, offering proactive legal guidance that supports business growth… more
- BMO Financial Group (New York, NY)
- …and enable the career development of top talent. + Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + ... Risk Management, businesses, and other Finance areas. + Act as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and… more
- Ankura (New York, NY)
- …examinations. Once a company is licensed, Ankura can serve as the overall state regulatory manager in the US to ensure compliance with a myriad of state rules and ... lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and cannabis is the… more
- Autodesk (Albany, NY)
- …and cross-selling. This position is remote and reports to the Mid Market Sales Manager for the Northeast US region. The assigned territory is predominantly in the ... with about 25% of accounts in eastern Canada. You'll be a trusted advisor for customers. You'll increase sales by expanding renewals and displacing competitive… more
- Tiffany & Co. (New York, NY)
- …talent who embody the spirit of our brand. As both a strategic advisor and hands-on recruiter, you will drive best-in-class recruitment practices, elevate the ... + Lead end-to-end recruitment for non-management roles, with a focus on volume client advisor hiring for the Landmark 5th Avenue store. + Serve as an embedded talent… more
- City National Bank (New York, NY)
- …help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager , is looking for a persuasive communicator that has the drive and ... persistence needed to deliver new Financial Advisor introductions while building their career in financial services...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… more