- Capital One (New York, NY)
- …Payments Advisory Manager **The Anti-Money Laundering (AML) Enterprise Payments Compliance Advisor Manager** performs a key second-line risk management role to help ... within the AML Program framework, the AML Compliance Enterprise Payments Advisor Manager is responsible for delivering quality results, providing compliance advice… more
- Guardian Life (New York, NY)
- …environment **You will** + Serve as the SME for the field and internal partners on various functions including advisor as portfolio manager, ... of relevant products, processes, and technology + Collaborate with various internal departments including compliance, licensing, operations, and our internal … more
- JPMorgan Chase (New York, NY)
- …administering advisor surveys, and facilitating rapid research testing with internal partners and external agencies. + Understand the customer buying journey and ... business, delivering impactful marketing support to a rapidly growing advisor network. You will lead the transformation of our...training, you will help shape the next generation of advisor success and play a key role in leading… more
- Citigroup (Getzville, NY)
- …and validate potentially complex material from multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to ... procedural expert in the settlement cycle while supporting a wide range of internal and external clients + Manage complex and variable settlement related issues,… more
- Google (New York, NY)
- …partners, and customers to lead agreement structure. + Serve as a trusted advisor and partner to internal stakeholder groups including Sales Leadership, Global ... Business Practices, Legal, Pricing, Finance, and Product. + Build relationships with teams to accelerate agreements, drive continuous process improvement, attend forecast calls, staff meetings, and business reviews to keep apprised of priorities. + Work… more
- Citigroup (New York, NY)
- …thinking workshops. **Collaboration & Stakeholder Engagement** + Act as a trusted advisor to clients and internal stakeholders, articulating the strategic value ... of design and guiding them through the UX process. + Lead and facilitate cross-functional collaboration with product management, engineering, business analysts, and other teams to co-create solutions and build consensus. + Ensure seamless design handovers to… more
- Edward Jones (Lewiston, 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...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Edward Jones (Olean, 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...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Justworks (New York, NY)
- …with key functions. Ensure tight alignment with enterprise risk management, internal audit, between Business Continuity and IT Disaster Recovery strategies, and ... implemented across the business. + Serve as a Strategic Advisor : Act as a key advisor to...processes in a cloud-based environment. + Thorough knowledge of internal policies, standards, laws, and regulations, with the ability… more