- Bank of America (New York, NY)
- …the largest businesses of its kind in the world specializing in goals -based wealth management, including planning for retirement, education, legacy, and other life ... goals through investment advice and guidance. Merrill's Financial Advisors...revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals , and preparing investment recommendations that align with the… more
- TD Bank (Brooklyn, NY)
- …clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals . ... to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:**… more
- US Foods (Blasdell, NY)
- …Directing: Establish long-term operations objectives that are aligned with business goals . Develop and execute strategic plan for the operations department. ... with each function accountabilities and interdependence in achieving company goals . Participate in the establishment of overall Production-Distribution Center… more
- TD Bank (Middle Village, NY)
- …service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals . The ... to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:**… more
- Teledyne (Enfield, NY)
- …duties as assigned. Develops and implements activities in sales/marketing to meet goals , quality and cost objectives. Selects, develops and leads personnel to ensure ... expense. Receives assignments in the form of objectives with goals and process to meet goals outlined....objectives with goals and process to meet goals outlined. Normally receives instructions on routine work, detailed… more
- Bank of America (New York, NY)
- …the largest businesses of its kind in the world specializing in goals -based wealth management, including planning for retirement, education, legacy, and other life ... goals through investment advice and guidance. Merrill's Financial Advisors...and investment product areas. You will ensure risk profiles, goals , objectives and asset allocations are aligned and reflected… more
- University of Rochester (Rochester, NY)
- …in our community and build teams who can successfully deliver on goals related to financial sustainability and growth. **Key Responsibilities:** In alignment with ... in order to achieve the hospital's mission, vision, and goals aligned with the Medical Center strategic plan and... aligned with the Medical Center strategic plan and goals that reflect community needs, achieves organizational goals… more
- TD Bank (New York, NY)
- …Provides people management leadership by hiring the best talent, setting goals , developing staff, managing employee performance and compensation decisions, promoting ... while growing talent, developing skills and capabilities to achieve career goals , support project/initiative success and achieve business results + Provides… more
- East House Corporation (Rochester, NY)
- …to develop individualized Service Plans and support them in achieving their goals and objectives. Key Responsibilities: .Services That Address Client Goals : ... client on the caseload to develop individualized Service Plans based on client-identified goals . o Support clients in pursuing Service Plan goals through… more
- Bank of America (Jericho, NY)
- …and customized solutions to clients to help them achieve their financial goals . Key responsibilities include triaging client leads, making referrals to business ... and asset thresholds, meeting with clients to review financial and investment goals , building a financial plan, and recommending brokerage products. Job expectations… more