• Chief Financial Officer (CFO)

    Urban League of Rochester (Rochester, NY)
    …Audit, and Investment Committees. + Attend board and subcommittee meetings as a financial advisor . + Represent the organization on the Executive Leadership Team. ... Chief Financial Officer (CFO) Rochester, NY (http://maps.google.com/maps?q=265+N.+Clinton+Ave.+Rochester+NY+USA+14605) Description Our Work At the Urban League of… more
    Urban League of Rochester (08/01/25)
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  • Global Account Manager, AWS Financial

    Amazon (New York, NY)
    …a world class sales professional to manage our global customer and partner relationship with a strategic Capital Markets financial services enterprise customer. ... directing the AWS customer account team. Identifying and building trusted advisor relationships with key influencers and decision-makers, specifically CxOs, at the… more
    Amazon (08/13/25)
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  • Director of Data Analytics - Financial

    RGP (New York, NY)
    …across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. + Drive ... advanced data solutions and strategic insights to top-tier clients in the Financial Services industry. + Lead large-scale, complex data analytics engagements… more
    RGP (07/15/25)
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  • JP Morgan Wealth Management - Senior Associate…

    JPMorgan Chase (New York, NY)
    Our Advisor compensation and incentive programs reinforce our business strategy and drives appropriate Advisor behavior. Incentive compensation represents our ... team, you will directly support end-to-end design and oversight of our Advisor incentive strategy. We explore compensation design options that impact every aspect… more
    JPMorgan Chase (08/21/25)
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  • Branch Office Administrator

    Edward Jones (Olean, NY)
    …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... **Would you call yourself a relationship builder, a problem solver or a critical...see them coming a mile away. You and your financial advisor are essential in working together… more
    Edward Jones (08/30/25)
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  • Merrill Market Supervision Manager

    Bank of America (New York, NY)
    …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
    Bank of America (08/01/25)
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  • Senior Alliance Director, Global - Talent…

    CBRE (New York, NY)
    …posted position at CBRE. Position Scope: The Global Alliance Director manages the contract relationship , acting as a trusted advisor and thought leader to grow ... following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, 3X account * Indirectly...Relationship Management & Development: * Manages the contract relationship , acting as a trusted advisor and… more
    CBRE (06/10/25)
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  • Managing Director - Insurance / Private Equity…

    AON (New York, NY)
    …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... In addition, you will be responsible for managing the on-going consulting relationship with a large insurance company. You will be leading complex consultative… more
    AON (07/28/25)
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  • Head of Retirement Plan Services

    Guardian Life (New York, NY)
    …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more
    Guardian Life (06/13/25)
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  • Strategic & National Account Consultant I/II/III…

    Excellus BlueCross BlueShield (Buffalo, NY)
    …account handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, ... financial impacts, member experience, and industry trends. The incumbent...prior to account transition to retention, continue to support relationship development and assist with retention activities as a… more
    Excellus BlueCross BlueShield (08/09/25)
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