- 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
- 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
- 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 ... Responsibilities:** + Serve as the primary compliance partner and advisor on privacy risk matters, offering expert guidance to...to ensure compliance risks are appropriately addressed. + Lead training and awareness programs to promote a culture of… more
- Neuberger Berman (New York, NY)
- …wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- Paychex (Queens County, NY)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a… more
- JPMorgan Chase (New York, NY)
- …across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence. + Inform product ... platforms end-to-end: advise on marketing messaging and delivery channels, partner with training to prepare the team, organize roadshows and digital events, and work… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- University of Rochester (Rochester, NY)
- …manages subordinate supervisors and staff by recruiting, hiring, coaching, training , mentoring, counseling, and when necessary, disciplining employees to ensure ... with university policies and procedures. + Serves as the advisor to Department and Faculty leadership for faculty related...surveys such as SAAA and AAMC. + Perform ad-hoc financial reporting for the university financial department.… more
- ADP (Melville, NY)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... solutions. With a little help from our top-notch sales training , you'll connect with both new and existing clients...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… 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 ... and effective manner + Act as a client-facing trusted advisor + Ensure restaurant stakeholder org chart identified &...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more