- JPMorgan Chase (New York, NY)
- …and Word. **Preferred Qualifications, capabilities and Skills:** + Familiarity with leisure travel advisor tools and systems . + Experience in the luxury travel ... + Minimum of 3 years of experience in the travel industry as an advisor , with proficiency in Sabre GDS. + Ability to communicate clearly and professionally with… 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 ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- JPMorgan Chase (Rochester, NY)
- …internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is ... client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships… 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...using Microsoft Outlook, Word, Excel, PowerPoint, and various business systems such as AX, SalesCenter, CRM, and PBI. -… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... leaders, and control units * Expertise with value proposition, operational systems , supervision, order entry workflow, 3rd party partner relationships, and… more
- BlackRock (New York, NY)
- …platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems , and deepen ... in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the Americas is a must… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems . + **Client Reporting** : Provide customized reporting and analysis… more
- Quantexa (New York, NY)
- …particularly the application of NIST SP 800-53 controls for federal information systems and NIST SP 800-171 for the protection of Controlled Unclassified Information ... of the Information Security team, you will act as a trusted advisor across the business, promoting a culture of accountability, transparency, and security-first… more
- ServiceNow, Inc. (New York, NY)
- …of the Fortune 500(R). Our intelligent cloud-based platform seamlessly connects people, systems , and processes to empower organizations to find smarter, faster, and ... service and underwriting solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry insight and feedback… more