- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer is a plus.… more
- KeyBank (Cohoes, NY)
- …Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info, ... and acting in the best interests of Key's clients and Key. ** Education Qualifications** + High School Diploma (required) **Experience Qualifications** + Minimum of… more
- Bloomberg (New York, NY)
- …who drive our business forward, while feeling motivated about growing a long-term career within the company. **What's the role?** We are looking for a strategic, ... our collaborative, fast-paced and growth-oriented organization. You'll serve as a trusted advisor to leaders across our Corporate Functions teams - including Human… more
- KeyBank (Albany, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Boulevard, NY)
- …when necessary. The Lead Project Manager establishes and maintains trusted advisor relationships with stakeholders, delivers effective presentations to all levels of ... & reporting channels. Establishes and maintains a strong collaborative trusted advisor relationship. + Works with business leader to define scope; manages… more
- Amalgamated Bank (New York, NY)
- …customers or potential customers for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work both the Teller and ... of accounts opened, new customer contacts, units sold, referrals to Financial Advisor , investment/insurance revenue goal and dollar value of all products sold, as… more
- Excellus BlueCross BlueShield (Rochester, NY)
- Excited to grow your career ?We value our talented employees, and strive to help employees grow professionally. If you think the open position you see is right for ... coming into the Rochester, NY Office. The LTC Benefits Planner (Personal Care Advisor ) has the responsibility of evaluating and managing those Insureds that are… more
- Heritage Financial Credit Union (Middletown, NY)
- …Credit Union, internal audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking a Senior Manager ... If you are looking for a challenging and rewarding career in the financial services industry with a company...organization. Sr. Manager of Audit serves as a trusted advisor and is a member of the Senior Leadership… more
- Bank of America (Staten Island, NY)
- …based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job ... year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or… more
- Celestica (New York, NY)
- …the companies, industries, cultures and teams that you are considering for your next career move, we hope that one thing will become very clear: Celestica is no ... high power systems such as AI/ML. + Act as recognized thermal SME and trusted advisor to customers and internal stakeholders. + Engage as part of systems team for… more