- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- KeyBank (Brewster, NY)
- …more important than financial services experience. KeyBank provides the tools and training , but we need relationship builders with a curious nature who are great ... York 10509 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling… more
- Lumen (Albany, NY)
- …is a self-motivated, highly collaborative individual who will act as a trusted advisor to senior executives and will own the strategic creation of engaging messaging ... VPs and senior leadership across the organization, acting as a trusted advisor on internal communication matters. + Ensure compliance with the organization's brand… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen...tools in assessments is a plus + Public speaking, training , and enablement experience is strongly preferred + 10+… more
- Dow Jones (New York, NY)
- …where appropriate within assigned account base. + Act as a trusted advisor , maintain regular communication with customers. + Generate and qualify leads through ... into pipeline + Manage pipeline via Salesforce + Provide training , resources, and best practices to maximize adoption +...relationships with clients + Experience acting as a trusted advisor to ensure customers maximize the value of the… more
- City of New York (New York, NY)
- …to people seeking health care; monitors disease trends; provides education and training to service providers and community groups; conducts research; and develops ... PREFERRED SKILLS: Applicant MUST be a permanent Public Health Advisor or show proof of taking the recent Public...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- Quantexa (New York, NY)
- …of the Information Security team, you will act as a trusted advisor across the business, promoting a culture of accountability, transparency, and security-first ... requirements into actionable insights and security controls. Act as a technical advisor on US Government regulations to various stakeholders. . Promote Knowledge… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more