- TD Bank (New York, NY)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… 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
- Raymond James Financial, Inc. (New York, NY)
- …+ Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic and ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more
- Amazon (New York, NY)
- …and deliver measurable business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail & CPG customers, representing AWS ... CPG sector. * Act as a technical Executive Sponsor and trusted CxO-level advisor -helping leading brands accelerate their adoption of Generative and Agentic AI to… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- JPMorgan Chase (New York, NY)
- …& Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best ... our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA...+ Minimum of 5 years' experience in investments and financial institutions + SIE, Series 7, and Series 66… more
- Raymond James Financial, Inc. (New York, NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...trusts, wills and other documents to determine whether the company can serve in a fiduciary capacity. + Plans… more
- JPMorgan Chase (New York, NY)
- …This team is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally. Its mission is to set the firm's data and AI ... the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic...problems at the forefront of data and AI in financial services, with a focus on enabling business outcomes.… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... team focuses on several key risk types, including conduct, credit, financial crimes, information security, interest rate, liquidity, market, model, operational,… more