- Citizens (Irondequoit, NY)
- …wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including ... as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new… more
- Citizens (New York, NY)
- …The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners, ... this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's… more
- Stony Brook University (Stony Brook, NY)
- …introspection, vulnerability, empathy, compassion, learning, and courage. We value our internal and external partnerships as vital drivers of the ambitious goals ... transitions. Additionally, the Director serves as the Narcan Health Advisor for University Police and the Department of Health,...emergent medical needs. + Serve as the Narcan Health Advisor for University Police and the Department of Health,… more
- MCKESSON (New York, NY)
- …territory. About the Role As an Account Manager, you'll be the trusted advisor for long-term care, home health, and hospice providers-helping them access the ... business reviews and deliver consultative sales presentations Collaborate with internal teams to ensure seamless customer support Maintain effective agreements… more
- Capco, a Wipro Company (New York, NY)
- …complex programs, and designing next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on the Wealth & Asset Management ... assets that can be applied across engagements. + Support the development of internal business strategy such as for market entry into emerging areas within Wealth… more
- Principal Financial Group (New York, NY)
- …**Operational Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund operations, shareholder ... to strengthen fund operational oversight and consistency. + Work closely with internal fund operations teams to ensure appropriate controls exist to prevent… more
- SMBC (New York, NY)
- …handle credit cost forecasts. + Prepare materials for regulator examinations, external and internal audits. + Ensure compliance of all internal and external ... corporate credits; manage the credit cost, and work together with restructuring advisor assisting in the restructuring efforts. Incumbent is also responsible for… more
- Arup (New York, NY)
- …diverse pipelines and attract top-tier talent. - Act as a strategic advisor to senior stakeholders and hiring managers, providing data-informed insights on market ... a high-touch, candidate-centric experience, managing communications and queries across internal and external stakeholders, and ensuring a seamless journey from… more
- HP Inc. (Albany, NY)
- …with advertisers, agencies, and C-level decision-makers. + Serve as a trusted advisor , understanding client needs and delivering tailored ad solutions. + Collaborate ... with internal teams for seamless campaign execution and client satisfaction....clients on the media network's offerings. + Partner with internal teams to align on go-to-market strategies. + Mentor… more
- NetApp (New York, NY)
- …identify and define 'Design-Win' opportunities, and work effectively across NetApp internal functions to drive business growth. + Collaborate with internal ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate virtual… more
