- 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
- JPMorgan Chase (New York, NY)
- …simplify complex data into actionable insights and establish yourself as a trusted advisor to the Business Head and leadership team. We're looking for a business ... simplify complex data into actionable insights and establish themselves as a trusted advisor to the Business Head and leadership team. You'll have ownership and… more
- Publicis Groupe (New York, NY)
- ** Company description** Zenith is a full-service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...trends, technologies and strategies, positioning themself as a trusted advisor who helps them stay ahead of the curve… more
- World Insurance Associates, LLC. (Brewster, 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...broad range of solutions means you can prospect any company of any size to provide value to your… more
- NTT America, Inc. (New York, NY)
- …of contact for a portfolio of Wealth Management, Asset Management, Investment Banking, and Market Infrastructure clients, ensuring exceptional service delivery and ... team, acting as the bridge between our firm and our clients. As a trusted advisor , you will not only help clients navigate complex financial landscapes, but you will… 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
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP… more
- Bank of America (Albany, 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
- Bank of America (New York, 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
- Robert Half Finance & Accounting (New York, NY)
- …currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client ... requires 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote… more