- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio ... to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. +… 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 ... will be entrusted with a broad spectrum of responsibilities critical to the success and integrity of the DB Pension Plan's alternative investment portfolios: +… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth...We know our employees are critical to our overall success and we are dedicated to investing in their… more
- Cisco (New York, NY)
- …their network to meet business objectives. We are the customer's trusted advisor , helping the customer understand their network, reduce risks, and take advantage ... CXO level, building strong working relationships as a trusted advisor . You will stay informed about customer challenges and...apply, as we believe that a diverse team drives success and enables us to better understand and serve… 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
- JPMorgan Chase (New York, NY)
- …client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, ... processes and policies. **Job Responsibilities:** + Attract and retain Advisor talent through sourcing, recruiting and hiring efforts +...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- JPMorgan Chase (New York, NY)
- …value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job ... leader. + **Define Product Strategy** : Sets product vision connecting client/ advisor needs with business goals. Understands current state including product… more
- Stony Brook University (Stony Brook, NY)
- …innovative teaching, advising, and student interventions that strategically promote student success , retention and graduation. + We strive to create meaningful ... or higher). Four [4] years full-time experience in academic advising, student success , student services, or higher education administration in a college or… more
- VaynerMedia (NY)
- …and high-quality data analysts that will drive insights and recommendations to drive business success for clients. This role will act as a trusted advisor to ... partnerships that fuel growth across multiple accounts. + Serve as a trusted advisor to clients by developing analytics frameworks, measurement plans, and success… more
- Citigroup (New York, NY)
- …and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be ... and deliver solutions that empower data-driven marketing, sales, and customer success efforts. **Key Responsibilities:** **Support Platform Vision and Execution** +… more