- JPMorgan Chase (New York, NY)
- …Market segments within Merchant Services. This high-impact role serves as a trusted advisor to the General Manager and helps shape and support growth initiatives. As ... Business and Middle Market segments. You will serve as a trusted advisor to the General Manager, providing financial insights, overseeing budgeting and forecasting,… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- 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 ... of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- TD Bank (New York, NY)
- …wealth business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities ... requirements for activities involving the recommendation or sale of non-deposit investment products (NDIP) to retail bank customers is preferred.** + **Relevant… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Oracle (Albany, NY)
- …that fall under OCI (SaaS, IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... direction, and goal setting for the department or function in collaboration with senior management. + Drive the deployment of Customers workloads to Oracle Cloud by… more
- TD Bank (New York, NY)
- …As part of the Consumer marketing department, you will serve as a trusted advisor and one of the primary Marketing contacts to the Consumer Deposit Products and ... strategies and forecasts and crafting compelling and insights-based presentations for senior leaders. The Marketing Planning Manager is accountable for independently… more
- JPMorgan Chase (New York, NY)
- …employee councils to enhance our inclusive, collaborative culture. serve as a trusted advisor to the firm's senior leaders and other communications managers ... do business. **Job responsibilities** + Serve as a trusted advisor to senior leaders, providing counsel on...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Oracle (Albany, NY)
- …you will lead a team of HR Business Partners and act as a trusted advisor to senior leadership driving people strategy in a fast-paced, technical, and global ... fast-paced industry. \#LI-VC7 **Responsibilities** **Key Responsibilities:** + **Strategic Partnership/Trusted advisor :** Serve as the lead HRBP for the core… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... laws. + Develop and maintain strong, collaborative relationships with mid to senior level management, other internal clients and peers, and internal audit.… more