• 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 ... + Strategic and analytical thinking to align regulatory, firm, advisor , and client needs. + Establishing KPIs...years of Supervision experience, preferably in a retail financial services firm + ~or~ + Any equivalent combination of… more
    Raymond James Financial, Inc. (08/15/25)
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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...base .Promote and sell the full array of financial services distributed by the Company to current and new… more
    M&T Bank (09/04/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …The position interacts with a team that provides sales, portfolio management and client service support. Further, the position interacts with clients as part ... 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… more
    M&T Bank (09/19/25)
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  • Block Advisor Associate Team Leader

    H&R Block (New York, NY)
    …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...your family. + Various discounts on everyday items and services . + Benefits with additional eligibility requirements : Medical… more
    H&R Block (09/19/25)
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  • SALT - Income and Franchise Tax Manager

    Grant Thornton (Melville, NY)
    …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
    Grant Thornton (09/12/25)
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  • 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....of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify… more
    US Bank (09/26/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (Patchogue, NY)
    …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... 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… more
    H&R Block (09/20/25)
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  • Investment Consultant

    City National Bank (New York, NY)
    …net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting ... objective of providing the highest level of investment management services to their clients. Performance in the role is...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare … more
    City National Bank (08/24/25)
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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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  • 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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