- TD Bank (New York, NY)
- …+ Leads Administration team for Wealth, with responsibility for Advisor compensation management and execution, Colleague onboarding and offboarding processes ... or private banking + A deep understanding of financial products and markets, investment strategies, and banking services across segments + Must be able to delegate… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, analyzing,… more
- Ricoh Americas Corporation (New York, NY)
- …finishing, software, and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in the Graphic Communications ... in commercial environments + Ability to model financial value (ROI, TCO, investment payback) to support business cases + Familiarity with document composition tools,… more
- Highmark Health (Albany, NY)
- …roadmaps and/or identifying patterns that could lead to a higher return on investment . + Proof of Concept Design:Work across teams to facilitate the design of ... and people related change impacts in support of the business case.Serve as an advisor and partner for change execution. This includes, but is not limited to, working… more
- Banco Popular Puerto Rico (New York, NY)
- …on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and ... comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.… more
- Santander US (Brooklyn, NY)
- …You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers… more
- Deloitte (New York, NY)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- KeyBank (Rochester, NY)
- …Road West - Rochester, New York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals(required) + Demonstrated… more
- JPMorgan Chase (New York, NY)
- …client skills and practice management concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and empowering elite advisors and ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- CoStar Realty Information, Inc. (New York, NY)
- …on product frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities. Day to day, ... build relationships with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan + Business… more