• PWM Private Wealth Advisor

    US Bank (New York, NY)
    …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
    US Bank (09/26/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (Patchogue, NY)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
    H&R Block (09/20/25)
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  • Block Advisor Associate Team Leader

    H&R Block (New York, NY)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
    H&R Block (09/19/25)
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  • Asset Management - Global Strategic Relationships…

    JPMorgan Chase (New York, NY)
    …strategic initiatives to support business growth. **Job Responsibilities** + ** Client Relationships:** Build, nurture, and expand relationships with clients, driving ... engagement across JPMAM's strategic priorities and delivering exceptional client experiences. + **Strategic Planning:** Partner with internal stakeholders to design… more
    JPMorgan Chase (09/18/25)
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  • PT Sales Advisor : LESET

    Leap (New York, NY)
    …candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic ... deep product knowledge and delivers accurate, valuable insights to enhance the client experience. + Adaptable: Thrives in a dynamic, matrixed environment by staying… more
    Leap (09/16/25)
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  • PT Sales Advisor : Ring Concierge (UES)

    Leap (New York, NY)
    …candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic ... deep product knowledge and delivers accurate, valuable insights to enhance the client experience. + Adaptable: Thrives in a dynamic, matrixed environment by staying… more
    Leap (09/14/25)
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  • Advisor , Product Designer

    Publicis Groupe (New York, NY)
    …refine design direction + Drive live walkthroughs and demos to support sales, client success, and product marketing teams + Maintain and evolve our design system, ... Confident communicator who can lead discussions, present to stakeholders, and support client -facing teams + A natural collaborator who works well across product,… more
    Publicis Groupe (08/07/25)
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  • Investment Consultant

    City National Bank (New York, NY)
    …Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
    City National Bank (08/24/25)
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  • SALT - Income and Franchise Tax Manager

    Grant Thornton (Melville, NY)
    … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
    Grant Thornton (09/12/25)
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  • Operations Security Advisor I

    ASM Research, An Accenture Federal Services Company (Albany, NY)
    …to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, ... and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees. **EEO… more
    ASM Research, An Accenture Federal Services Company (09/26/25)
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