- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by...several other key plans such as health and well-being benefits , savings and retirement programs, paid time off (including… more
- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on...programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and… more
- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on...programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and… more
- Rochester Institute of Technology (Rochester, NY)
- …ensuring the department is positioned for sustained success. **Serve as a trusted advisor to HR leadership and the broader RIT community** The Director will work ... executive compensation. In collaboration with the CHRO, Director of Benefits and Wellness, and the Controller's Office, they will...team, the Director will also serve as a trusted advisor and subject-matter expert and provide strategic insight to… more
- City of New York (New York, NY)
- …patients enrolled in program. PREFERRED SKILLS: Applicant MUST be a permanent Public Health Advisor or show proof of taking the recent Public Health Advisor exam ... please visit the US Department of Education's website (https://studentaid.gov/pslf/) - Benefits : City employees are entitled to unmatched benefits such… more
- JPMorgan Chase (Rochester, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals....achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more