- Bank of America (New York, NY)
- …team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues between ... all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience… more
- Deloitte (New York, NY)
- …assigned to one or more client projects where they will receive mentorship and support to help their success on the engagement. Beyond exposure to "real life" ... assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of...senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: +...Create - and Make the World Ever Better. In support of our values and those of our society,… more
- Axis (New York, NY)
- …enterprise-wide continuity strategies, leading cross-functional initiatives, and serving as a key advisor to senior leadership and the Board. The incumbent will act ... Lead the architecture and implementation of continuity solutions that support long-term business goals. + Serve as a subject...goals. + Serve as a subject matter expert and advisor to senior leadership and the Board on continuity… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... team to escalate potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that may impact multiple customers.… more
- Celonis (New York, NY)
- …us. **The Team:** The position of Senior Value Engineer is a trusted advisor helping customers achieve their strategic goals and realise significant value using the ... the end-to-end value journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and realize significant value using… more
- SHI (Albany, NY)
- …cultivate new business, expand existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the New York/New Jersey area, as this role ... as the primary Cisco subject matter expert and trusted advisor to SHI account executives and customers, providing deep...and results using CRM and other business tools. + Support renewals, attach, upsell, and cross-sell motions, but with… more
- JPMorgan Chase (New York, NY)
- …Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. ... + Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. + Serve as the primary liaison between JPMA and Centralized Due… more
- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work autonomously and… more
- IBM (New York, NY)
- …you will partner closely with one or more Sales Executives and support the entire Customer journey. This includes pipeline creation, achieving technical wins, ... you will be expected to: * Serve as Trusted Advisor : You will act as a trusted advisor to aligned accounts, technical teams, and business stakeholders throughout… more