- Edward Jones (Greenwich, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** +… more
- TD Bank (New York, NY)
- …front-line employees and institutional clients. This role will partner with and support the US Digital team and the Technology delivery teams. As a leader at the ... shaping of that vision. + Build trusted relationships with senior leaders across Digital Strategy, Product, Technology , Compliance, Risk, and Legal to become a… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- Microsoft Corporation (New York, NY)
- …(eg, Financial Services, Retail, Manufacturing, Healthcare, Energy, Government, Education, Technology ) and/or driving digital transformation + OR Master's ... (eg, Financial Services, Retail, Manufacturing, Healthcare, Energy, Government, Education, Technology ) and/or driving digital transformation OR 13+ years… more
- Microsoft Corporation (New York, NY)
- …(eg, Financial Services, Retail, Manufacturing, Healthcare, Energy, Government, Education, Technology ) and/or driving digital transformation + OR Master's ... (eg, Financial Services, Retail, Manufacturing, Healthcare, Energy, Government, Education, Technology ) and/or driving digital transformation OR 13+ years… more
- JPMorgan Chase (Brooklyn, NY)
- …Using a broad investment product and thought leadership platform along with cutting edge digital technology , you will be front and center representing our brand ... + Be a visionary who influences the use of technology to meet the customers' needs of today and...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- NTT America, Inc. (NY)
- …Banking & Financial Services, combining advisory consulting, data & intelligence, digital transformation, and customer-centric technology solutions to drive ... with a proven ability to engage C-level decision makers + Knowledge of digital transformation, data modernization, and technology integration strategies + MBA or… more
- BlackRock (New York, NY)
- …+ Champion digital innovation across marketing channels, leveraging data and technology to drive personalization, lead generation, and advisor engagement. + ... products are perceived and adopted by US financial advisors across both digital and traditional distribution channels. You'll lead a high-performing team, craft… more
- JPMorgan Chase (New York, NY)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Autodesk (Albany, NY)
- …systems integration with industry-leading insights into construction innovations and technology adoption. You'll collaborate with Autodesk's account teams to ... business processes. Leveraging expertise across both integration workflows and digital transformation, you'll support complex sales opportunities, help shape… more