- JPMorgan Chase (New York, NY)
- …and maintain strong relationships with institutional clients, serving as a senior advisor and trusted partner. + Ensure compliance with all regulatory requirements ... high-pressure environment, with a strategic mindset and strong decision-making capabilities. Preferred qualifications, capabilities, and skills: + Series 7 and 63… more
- Guardian Life (New York, NY)
- …for the fiend and internal partners on the following functions + Advisor as PM: model creation, management, trading + Multi-Account/Strategy proposals and ... as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian...more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge of retail… more
- AECOM (New York, NY)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... on projects of all sizes + Senior technical resource may serve as technical advisor for team + Provides specialized technical input to studies and design for staff's… more
- JPMorgan Chase (New York, NY)
- …in a complex communications environment. **Job Responsibilities:** + Serve as a key strategic advisor to the global head of Digital and Design. + Develop and execute ... work outside of normal business hours depending on business needs. ** Preferred Qualifications, Capabilities, and Skills:** + BA/BS degree in Communications,… more
- KeyBank (Tarrytown, NY)
- …Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the ... finance, accounting, economics and/or business (required) + Master's Degree /MBA ( preferred ) **Experience Qualifications** + Minimum of 5 years of commercial… more
- Lenovo (NY)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... needs, and architecting NVIDIA-based solutions. You will act as the primary technical advisor during the sales process, demonstrating the value of Lenovo ISG's AI… more
- Trustco Bank (Albany, NY)
- …and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines ... + Working knowledge with Microsoft Office Programs; Excel and Word. ** PREFERRED EDUCATION/EXPERIENCE:** + Master's degree in business related field. **POSITION… more
- TD Bank (New York, NY)
- …realization. **5. Stakeholder Engagement & Influence** - Act as a trusted advisor to product, technology, and business leaders on partnership strategy and ... Knowledge of technical integration processes across internal and external systems Preferred : - Knowledge of transaction banking products, services, and market trends… more
- KeyBank (NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. ... delivery. + Strong organizational skills and attention to detail. ** Preferred Qualifications** + Professional certifications such as CFIRS (Certified Fiduciary… more
- Humana (Albany, NY)
- …goals into practical, scalable technology strategies. Serving as a trusted advisor , this role ensures that infrastructure, networking, and security capabilities are ... thinking and promoting continuous improvement. + Support budgeting and investment planning by providing architectural insights into cost-effective and future-ready… more