- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex initiatives… more
- Amazon (New York, NY)
- …their domain of expertise, providing technical advice to customers, helping the internal and external communities, presenting AWS publicly on their domain, and ... and have a strong hands-on approach. Key Responsibilities: - Partners' trusted advisor :- collaborate with AWS account, training and support teams to help partners… more
- AON (NY)
- …and expand relationships with our largest enterprise partners-operating as a trusted advisor to leading cruise lines, global tour operators, and major travel ... operations, and claims teams to ensure integrated service delivery. Be the internal advocate for your clients' success. + Maintain a strong understanding of… more
- MTA (Jamaica, NY)
- …Director will conduct the following critical work: Coordinate and implement the Internal Control Review Program across the MTA and its subsidiaries, including but ... accordance with the COSO framework relative to risk assessment, internal controls and fraud prevention as well as marketing,...out fraud, waste and abuse. Serve as a leading advisor in managing MTA and its subsidiary agencies' Corporate… more
- University of Rochester (Rochester, NY)
- …education, experience, qualifications, expertise of the individual, and internal equity considerations._ **Responsibilities:** The Assistant Director Treasury ... responsible for the management of the University debt administration and internal repayment; develops and recommends process improvements to ensure the accuracy,… more
- World Wide Technology (New York, NY)
- …Responsibilities:** **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI transformation opportunities ... by leveraging deep knowledge of the evolving technology landscape and maximizing internal WWT capabilities + Actively pursue business opportunities at large, complex… more
- Truist (New York, NY)
- …thought leadership for the practice, positioning the firm as a top-tier advisor with subject matter credibility in the space. Additional responsibilities on ... internal client management duties as specified by manager and...6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …support mission and impact-oriented storytelling amongst its expansive ecosystem of internal and external stakeholders. This strategic thinker will shape, advance, ... This leader will serve as a close and trusted advisor to the President, reporting to the Chief of...and proactive outreach across all platforms and audiences, both internal and external stakeholders in coordination with the President,… more