- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Monroe Community College (Rochester, NY)
- …Aid appointments using Registerblast.com + Ordering books + Registering for advisor -recommended classes using myMCC + Setting up myMCC Network account; navigating ... myMCC and Brightspace + Walking students to other offices for assistance FWS students are also needed to assist GEIS office staff with the following: + Welcoming visitors, answering the phone line + COIL certificates; map updates + Event planning/coverage +… more
- City of New York (New York, NY)
- …to expectant and new mothers. Through home visits and ongoing engagement, the advisor will deliver targeted health education , conduct assessments, and coordinate ... inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary:… more
- Albany Housing Authority (Albany, NY)
- …or compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the ... or compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the… more
- Bank of America (New York, NY)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.… more
- Bank of America (New York, NY)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Raymond James Financial, Inc. (New York, NY)
- …education , experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their ... + Establishes relationships with prospective advisors, provides consultation and education regarding platform of choice or acquisition opportunities. + Establishes… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are...sales or insurance industry experience required. A combination of education and experience may be considered. + Working knowledge… more
- Hillside Family of Agencies (Rochester, NY)
- …the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development, implementation and continuous ... liaison to the Funder's Contract/Business Office, consults with Hillside's Legal Advisor regarding contracts, and advises/supports ED/VPs as they negotiate details… more