- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... team to escalate potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that may impact multiple customers.… more
- American Express (New York, NY)
- …adoption & engagement, performance analysis, developing advocacy, and becoming a trusted advisor . Nurturing the key partnerships that we have in these cities is ... Support, Implementation, Sales, Product, Marketing, Industry Development, Engineering, Data, Finance , and Strategic Partnerships Teams. **Role Responsibilities** + Identify… more
- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... a fast-paced, dynamic environment. + Bachelor's degree in Business, Finance , or related field. JPMorganChase, one of the oldest...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… 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 ... rewarding career in the financial services industry with a company that is committed to its mission, vision and...organization. Sr. Manager of Audit serves as a trusted advisor and is a member of the Senior Leadership… more
- KeyBank (Tarrytown, NY)
- …is 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 by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic...and Skills: + Undergraduate or graduate degree in economics, finance , math, engineering, computing, or a related field, with… more
- ServiceNow, Inc. (New York, NY)
- …and chargeback management solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry insight and feedback ... skills - strategic, top down, concise + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and… more
- L3Harris (Rochester, NY)
- …and civil government applications, as well as commercial applications. Additional company information including annual reports and recent awards and recognition can ... and provide support to various stakeholders including legal, human resources, finance , operations, quality, supply chain and security leaders across the enterprise.… more
- Anywhere Real Estate (New York, NY)
- …good working relationships with internal & external customers. + Participate in company staff huddles and meetings as required. + Process payments using appropriate ... skills + Ability to multi-task. **Qualifications:** + Bachelor's degree in Accounting, Finance or Business is preferred related work experience. + 2 year's work… more
- Amazon (New York, NY)
- …deal, including briefing senior management. Key job responsibilities * Act as trusted advisor and thought leader in the development of the strategy and execution of ... complex, or highly competitive partner and channel opportunities. * Collaborate with finance and analytics teams to produce financial models, risk assessments and… more
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