- 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
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- PagerDuty (Albany, NY)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- JPMorgan Chase (New York, NY)
- …diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients regarding money… more
- Foresters Financial Services (Albany, NY)
- …need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as… more
- KeyBank (Tarrytown, NY)
- …is 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 by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more