- JPMorgan Chase (Brooklyn, NY)
- …valuable insights to senior management in a fast-paced environment. The Commercial & Investment Bank (CIB) Treasury is a critical function within CIB Finance and ... Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (New York, NY)
- …payments, cybersecurity, machine learning, and cloud development. Our $15B+ annual investment in technology enables us to create transformative solutions for the ... and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- PagerDuty (Albany, NY)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- World Insurance Associates, LLC. (Rochester, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Amazon (New York, NY)
- …cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high ... in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the...driving conversations on Down Stream Impacts and Return on Investment . - Support internal customer groups in all finance… more
- Citigroup (New York, NY)
- …who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play ... relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at… more
- Bank of America (Garden City, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Pfizer (New York, NY)
- …support business objectives. The Senior Manager will serve as a key advisor to leadership, championing financial stewardship and operational rigor across the ... guidance to senior stakeholders on budget allocation, forecasting, and investment optimization. **Tools & Reporting Innovation** + Spearhead the development… more
- Citigroup (New York, NY)
- …business, which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... client relationships with the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. + Develop… more
- Citigroup (New York, NY)
- …successful candidate will demonstrate deep expertise in cash flow analysis, investment , insurance, and annuity strategies, secured and total income retirement ... and resources. + Collaborate and work closely with internal partners - Investment , Insurance and Annuity Specialists to deliver comprehensive and holistic solutions… more