- NBT Bank (Plattsburgh, NY)
- …growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on ... experience -Seven years TM sales or relevant TM experience -Certified Treasury Manager (CTP) preferred but not required. Skills And Abilities + Demonstrated… more
- City National Bank (New York, NY)
- …help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager , is looking for a persuasive communicator that has the drive and ... persistence needed to deliver new Financial Advisor introductions while building their career in financial services...of experience in investment sales and/ or internal sales support * 3 to 5 years of experience using… more
- Deloitte (New York, NY)
- …manager or senior manager , offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer questions and offer insight into ... more client projects where they will receive mentorship and support to help their success on the engagement. Beyond...assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of… more
- Deloitte (Jericho, NY)
- …manager or senior manager , offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer questions and offer insight into ... more client projects where they will receive mentorship and support to help their success on the engagement. Beyond...assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of… more
- KeyBank (Cohoes, NY)
- …sales and service contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in ... Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info,… more
- Guardian Life (Albany, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... + Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures.… more
- City of New York (New York, NY)
- …JOB RESPONSIBILITIES: The Chief of Staff serves as a senior leader and trusted advisor , and reports directly to the Chair & Executive Director. The position is ... collaboration. Executive Leadership & Strategic Alignment - Serve as a strategic advisor and partner to the Executive Director. - Represent the Executive Director… more
- Wells Fargo (New York, NY)
- …New York, NY. **Job Role and Responsibility:** Act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement ... with regulators, central banks, and government officials throughout the regions. Support the governance teams on legal entity requirements and the executive… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end ... determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation (… more
- JPMorgan Chase (New York, NY)
- …of 3 years of experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to communicate clearly and professionally with ... independently and collaboratively within a team, under the direction of a manager . + Experience in arranging domestic and international travel for clients, including… more
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