- Guardian Life (New York, NY)
- Guided by our company Purpose of "Inspiring well-being for our colleagues, consumers, and communities," we are committed to building a best-in-class Law Department. ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...and efficiencies. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules… more
- Sprinklr (NY)
- Sprinklr is a leading enterprise software company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management ... Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term...range of comprehensive health plans, leading well-being programs, and financial protection for you and your family through a… more
- JPMorgan Chase (New York, NY)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using ... progress on our mission: to break down barriers to financial progress for financial advisors and their...future capabilities to support the strategic direction of the company . You will have a background working with tech-enabled… more
- KeyBank (Tarrytown, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... statements (balance sheets, income statements, cash flow statements) to assess a company 's financial health and ability to meet its obligations. ◦ Able to… more
- S&P Global (New York, NY)
- …closely with S&P Corporates & Infrastructure analysts in discerning matters of financial -analytical significance disclosed in company public or private ... Canada, and Latin America across a broad range of non- financial corporate sectors. + Act as an advisor...pay, retirement planning, a continuing education program with a company -matched student loan contribution, and financial wellness… more
- ADP (Buffalo, NY)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- M&T Bank (New York, NY)
- **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and new credit portfolio management, including compliance and monitoring of new and ... keying of loan data in relevant systems. + Accompany the Custom Credit Advisor on calls with prospects and clients to identify cross-sell opportunities to expand… more
- Eliassen Group (Albany, NY)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance._ Rate: $80 - $90...+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
- GE Aerospace (Schenectady, NY)
- …excellence, partner with specialist third parties and represent the company in policy and regulatory matters. **Job Description** **Essential Responsibilities:** ... authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and… more