- Edward Jones (Olean, NY)
- …Support 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 ... see them coming a mile away. You and your financial advisor are essential in working together...the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide… more
- KeyBank (Rochester, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- HUB International (New York, NY)
- …in mergers and acquisitions. This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- Robert Half Finance & Accounting (New York, NY)
- …growth-oriented company? Our client, a leading manufacturing company, is seeking an experienced and strategic Controller to oversee financial operations and ... and technology adoption initiatives . Act as a key advisor to the CEO and Board on financial... advisor to the CEO and Board on financial planning and risk management For immediate consideration please… more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… more
- Neuberger Berman (New York, NY)
- We are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a ... focus on Advisor and Client solutions. This role requires exceptional communication,...Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management.… more
- Citigroup (Smithtown, NY)
- …recruitment partners and leverage industry network to attract and hire experienced financial advisors ensuring alignment with business growth strategies. ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Senior-level advisor , you will be responsible for identifying patterns across customers, developing ... of solutions, technologies, and industries. Key job responsibilities As an experienced industry business and IT Advisory professional, you will be responsible… more
- Amazon (New York, NY)
- Description The Amazon Web Services Professional Services (ProServe) team is seeking an experienced ProServe Cloud Architect (PCA) to join our team at Amazon Web ... maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,...with customers as needed. Key job responsibilities As an experienced technology professional, you will be responsible for: -… more
- Oracle (Albany, NY)
- …Cloud Service (VBCS) Implementation/Solution Architect, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle Integration Cloud ... accelerate the entire customer journey. Work alongside certified and experienced professionals, gaining exposure to cutting-edge technologies and methodologies, and… more