- Tompkins Community Bank (Ithaca, NY)
- …new account opening, investment and account review process, marketing and client support . Provide exceptional service to clients in adherence to Company standards, ... organizing and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash… more
- Indigo Slate (NY)
- …strategy and delivery. + A consultative mindset, able to spot opportunities to become an advisor to our clients, able to support them in driving change in their ... organisation, beyond the project you're working on. + A strong systems thinker who understands how the pieces connect, continuously experimenting and improving human and business outcomes. + A strong communicator both visually and verbally. + A growth mindset,… more
- City of New York (New York, NY)
- …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...program at community events, conduct neighborhood health assessments, and support senior management with additional tasks. - Represent the… more
- JPMorgan Chase (New York, NY)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- JPMorgan Chase (Brooklyn, NY)
- …**Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing ... and coaching high performing Advisor team + Ability to travel 50% of the...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... a holistic strategy for audit area of expertise in support of and integrated with the overall audit strategy...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bloomberg (New York, NY)
- …department and often require liaising with external departments as needed. **In support of this mission we:** + Manage Engineering-initiated programs and projects ... help shape an AI-ready data ecosystem, build resilient analytics pipelines, and support compliance efforts with emerging regulations like DORA. Your tools will drive… more
- Amazon (New York, NY)
- …Trust (CT) org. The SPS organization employees over 20,000 employees who provide support to Amazon's Selling Partners while also ensuring that we protect Amazon ... In this role, you will be the central FP&A support across 7 directors. In addition to driving central...to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while… more
- CVS Health (Albany, NY)
- …CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales, Account Mgmt., Marketing, Technology, etc.) ... on how to effectively navigate the digital intake process. . Advisor to internal digital stakeholders (Professional Services, Product, Engineering, Architecture,… more