- Amazon (New York, NY)
- …gather requirements and propose effective migration strategies * Acting as a trusted advisor to customers on industry trends and emerging technologies * Sharing ... to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions. You will be responsible for… more
- Amazon (New York, NY)
- …gather requirements and propose effective migration strategies - Acting as a trusted advisor to customers on industry trends and emerging technologies - Sharing ... to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required… more
- Edward Jones (New York, NY)
- …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 the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...Management:** Aptitude to learn and understand the financial services industry . Includes account opening, handling account transfers and other… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required… more
- Justworks (New York, NY)
- …Management) and refining governing policies and standards to align with industry best practices and regulatory requirements. + Drive Cross-Functional Integration: ... implemented across the business. + Serve as a Strategic Advisor : Act as a key advisor to...standards, laws, and regulations, with the ability to apply industry best practices to incident response and business continuity.… more
- Raymond James Financial, Inc. (Buffalo, NY)
- …of rich history and recognition for service and excellence in the Financial Services industry , Raymond James is seeking a dynamic Client Service Associate who is a ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports + Opens new client… more
- Wells Fargo (Oneonta, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- HUB International (New York, NY)
- …throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. This is a unique opportunity for ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and… more
- Microsoft Corporation (New York, NY)
- …nurture executive relationships, and establish credibility as a trusted advisor . It involves effective relationship management, stakeholder engagement, and the ... and an understanding of businesses needs and opportunities across market, industry , and competition to effectively manage and prioritize business development… more