- Robert Half (New York, NY)
- …times per week. What You Can Expect A Senior Talent Manager (TM) serves as an advisor to our business, ambassador for our clients and advocate for our people. As an ... advisor to our business, you are a key driver...Previous business consulting, human resources, or recruiting experience highly preferred . Our Hybrid Workplace Protiviti operates in a hybrid… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… 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
- Raymond James Financial, Inc. (Somers, 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
- 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
- Raymond James Financial, Inc. (New York, NY)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic and analytical… more
- Amazon (New York, NY)
- …and deliver measurable business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail & CPG customers, representing AWS ... CPG sector. * Act as a technical Executive Sponsor and trusted CxO-level advisor -helping leading brands accelerate their adoption of Generative and Agentic AI to… 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
- 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
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