- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- Neuberger Berman (New York, NY)
- …wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- TD Bank (New York, NY)
- …for the Compliance Program Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP) and be responsible for ... closely with other senior managers who lead functional verticals (eg, compliance training , issues management, risk assessment, third-party oversight) and act as a… more
- Lumen (Albany, NY)
- …to drive consensus building with existing and new clients. + **Trusted Advisor :** Support solution sales by providing commercial teaching. Help customers see the ... value we bring and establish yourself as a trusted advisor . + **Cross-Team Collaboration:** Participate in cross-team governance processes. Represent the needs of… more
- AON (New York, NY)
- …negotiating, and completing transactions! The person will serve as a trusted advisor to sophisticated insurance and reinsurance clients on financing strategies and ... desired outcomes by understanding and communicating vision and expected outcomes; provides training and guidance to help staff members improve their skills and… more
- CDM Smith (Buffalo, NY)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... compensation, training , and other HR programs and policies that impact...* Administer a broad range of HR functions including employment , compensation, benefits, , employee relations, engagement, workforce and… more
- ADP (Buffalo, NY)
- …Retirement Services 401(k) solutions. With a little help from our top-notch sales training , you'll connect with both new and existing clients to sell products that ... leaders will back your desire to pursue advancement and provide continual sales training . Ready to #MakeYourMark? **Apply now!** **To learn more about Sales at ADP**… more
- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by...in personal performance management and development activities, including cross training within own team + Keeps others informed and… more
- Calspan (Buffalo, NY)
- …payroll, and compliance. This strategic leader will serve as a trusted advisor to the executive team, cultivating an environment where employees feel valued, ... Lead employee relations strategy and serve as a trusted advisor to leaders and staff on workplace issues. +...Advise senior management on HR strategy, organizational design, and employment law matters. + Partner with leaders to align… more
- Deloitte (New York, NY)
- …such a lunch and learns, industry/service line spotlights, and regularly scheduled training offerings designed to help our interns develop technical and client ... Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The… more