• Private Wealth Advisor

    NBT Bank (Williamsville, NY)
    …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
    NBT Bank (09/14/25)
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  • Full-Time Beauty Lead Advisor - Sephora

    Kohl's (Hudson, NY)
    About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage the team and clients by identifying their needs with a ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Provide guidance for...Sephora Training Team and other partners + Build strong client loyalty and influence clients by identifying their needs… more
    Kohl's (07/30/25)
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  • Entry Level - Financial Advisor - NJ,…

    Equitable (New York, NY)
    Entry Level - Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
    Equitable (09/29/25)
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  • Senior Advisor To The Deputy Chief…

    City of New York (New York, NY)
    …HRA and DHS and develops applications, including a variety of client eligibility and recertification systems, case management systems, housing systems, ... recruiting for one (1) IT Project Specialist, to function as an Senior Advisor to the Deputy Chief Information Officer, who will: - Administer strategic… more
    City of New York (09/19/25)
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  • Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab (New York, NY)
    …this role to work on site in the specified location.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array… more
    Charles Schwab (09/14/25)
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  • Business Advisor - C

    Capgemini (New York, NY)
    Business Advisor - C **Job Description** Business Advisors shape the vision and strategy with the client , understand the needs of the users/stakeholders, carry ... out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution. **Key Responsibility:** Good functional in-depth knowledge in INS domain Well versed with mapping of… more
    Capgemini (09/25/25)
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  • Global Markets Advisor - IR and FX…

    BMO Financial Group (New York, NY)
    …Market's existing sponsor fund clients and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the ... align with the Bank's broader goals for this important client base. **Key Responsibilities:** + Revenue generation through delivery...FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales performance… more
    BMO Financial Group (07/24/25)
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  • Vice President, Advisory Supervision

    Raymond James Financial, Inc. (New York, NY)
    …ensure supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust ... **Skill in** + Strategic and analytical thinking to align regulatory, firm, advisor , and client needs. + Establishing KPIs and linking them to business outcomes.… more
    Raymond James Financial, Inc. (08/15/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing relationships by presenting WT ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
    M&T Bank (09/19/25)
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  • Wealth Advisor

    M&T Bank (Hauppauge, NY)
    …individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess … more
    M&T Bank (09/04/25)
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