- CVS Health (Peekskill, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...exceptional customer care. + Compete with yourself to beat prior sales goals and max out sales budget. +… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market *… 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...accounts in a sales or business development capacity with prior management/leadership responsibilities. + OR ~ + Any equivalent… more
- American Express (New York, NY)
- …while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and ... The ideal candidate has strong subject matter expertise across key financial regulations applicable to Finance organizations. **Key Responsibilities:** + Serve as… more
- American Express (New York, NY)
- …while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and ... business needs. **Key Responsibilities:** + Serve as the primary compliance partner and advisor on privacy risk matters, offering expert guidance to Finance teams. +… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Mizuho Corporate Bank (New York, NY)
- …risk to the firm + Ability to prioritize onboarding cases to ensure completion prior to deadlines + Liaise with Front Office and clients directly + Review monthly ... codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary...SBS Top Up & Self Disclosure Letter Protocols + Prior experience onboarding asset managers and large funds +… more
- Citigroup (Smithtown, NY)
- …Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- JPMorgan Chase (New York, NY)
- …can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we ... matters, including relevant securities laws and the SEC's Municipal Advisor Rule, fair access and related issues. + Serve...of the jurisdiction where the role will be located prior to commencement of employment. + Minimum of 7… more