- KeyBank (Buffalo, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Albany, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Paychex (West Henrietta, NY)
- …through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high ... value clients and the financial advisor community through advanced industry knowledge in order to...these essential business partners. Qualifications + Bachelor's Degree - Preferred + 3 years of experience in Retirement Services… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Insight Global (New York, NY)
- …feedback. -Manage and further develop the firm's robust Career Development Advisor Program and Integration Liaison programs, through which Associates receive ... their career progression and growth. -Serve as a trusted advisor , resource, and coach for attorneys seeking guidance on...prior experience as an associate in an Am Law 100 firm or certification in coaching or human resources preferred… more
- H&R Block (New York, NY)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax...H&R Block's tax training library + Tax expertise is preferred , but not required + Proficiency in Karbon (Accounting… more
- News Corp (New York, NY)
- …strategy, and long-term value proposition. The VP, IR is a key advisor to senior management on market perception, shareholder sentiment, and competitive positioning, ... Communication & Engagement (Strategic Leadership)** + **Serve as a trusted advisor to the SVP, Investor Relations on all institutional investors, analysts,… more
- Citigroup (Queens, NY)
- …of these managers, working in close collaboration with an independent external advisor to ensure optimal performance and adherence to investment mandates. This ... portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee and manage the critical relationship with the… more
- JPMorgan Chase (New York, NY)
- …and lending. This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market and ... track usage and performance, and identify opportunities for further optimization through advisor feedback and metrics. + Track and manage the overall budget,… more