- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...one or a combination of the following: work experience, training , military experience, education **** **Desired Qualifications:** + 3+… more
- Citizens (New York, NY)
- …and Private Banking Communications to lead a strategic, highly integrated communications program to advance Citizens' brand and reputation as the premier banking and ... robust suite of Wealth Management and Private Banking capabilities, including financial planning, investment management, deposits & lending, estate & trust planning,… more
- World Insurance Associates, LLC. (Rochester, NY)
- …Based on your experience, World will enhance your expertise through the company's training program ; + Used an insurance agency management software platform, like ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Wells Fargo (New York, NY)
- …Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide ... this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and...one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + 5+ years… more
- Broadridge Financial Solutions (New York, NY)
- …direction of our North American operations, growing the business while achieving financial targets, driving sales and marketing and building our roadmap. You will ... leadership. + Organization development and drive team to achieve financial , client service and sale targets on a continuous...+ Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data… more
- Broadridge Financial Solutions (Albany, NY)
- …have a core competency in serving as a business partner and trusted advisor to customers where they are passionate about leveraging technology and customer-centric ... + Serve as the primary point of contact and trusted partner for Broadridge Advisor Solutions Enterprise clients at the home office level. + Triage client escalations… more
- ADP (New York, NY)
- …in our Major Accounts division. + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for continuous ... employees. 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
- TD Bank (New York, NY)
- …**Wholesale Banking Finance Group** is responsible for developing and delivering financial strategy, information, and management support within TD Securities (TDS). ... objectives. To ensure the accuracy, valuation, and reporting of financial instruments for financial accounting purposes, the...functions and key stakeholders. As well be a key advisor to the front-office, Risk, Finance, and other key… more
- Truist (New York, NY)
- …with the firm's risk appetite and the assigned business unit's strategic & financial plan. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the ... various operations and enterprise risk programs in accordance with the program requirements (Ie: Risk control self-assessments, issues management). + Assist business… more
- TD Bank (New York, NY)
- …valuation, risk management, regulatory capital, performance measurement of risk (ie, Financial Crime Risk, Market Risk, Credit Risk, Liquidity Risk, etc.). The ... generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials,… more
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