- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- American Express (New York, NY)
- …while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and ... business needs. **Key Responsibilities:** + Serve as the primary compliance partner and advisor on privacy risk matters, offering expert guidance to Finance teams. +… more
- Danaher Corporation (Albany, NY)
- …execution and sustained customer success. This role demands strong business insight, financial acumen, and the ability to lead through influence across a matrixed ... organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and...at both corporate and local levels. + Analyze key financial performance indicators for assigned accounts and understand how… more
- New York State Civil Service (Albany, NY)
- …the advisor to the Superintendent and Executive Deputies for the Insurance , Banking, and financial services legislative agenda; * Assists the Superintendent ... organizations;* Develops and executes engagement and communications strategies to advance insurance , banking, and financial services legislation for Governor's… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (Smithtown, NY)
- …those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- US Bank (New York, NY)
- …with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the… more
- Wells Fargo (New York, NY)
- …at wellsfargojobs.com **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership + Design, develop, and maintain electronic...development, with a focus on electronic trading systems and financial markets + 5+ years experience programming languages such… more
- Citigroup (New York, NY)
- …in a fast-paced environment and maintain high degree of interaction with the Financial Advisor , Relationship Managers and Wealth Executives. + When appropriate, ... The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, families, and business… more
- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working...benefits.** + Medical + Dental + Vision + Life Insurance / AD + Disability Insurance + Retirement… more