- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Bloomberg (New York, NY)
- …workflows, aligned with DORA and similar mandates. + Serve as a trusted advisor to business and IT stakeholders, translating complex data needs into scalable and ... + Exposure to Qlik Cloud's advanced features including Insight Advisor , AutoML, and NLP dashboards. + 5+ years of...compensation (exempt roles only), paid holidays, paid time off, medical , dental, vision, short and long term disability benefits,… more
- Wells Fargo (New York, NY)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and… more
- Bank of America (New York, NY)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... role is not a manager. **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic… 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...compensation package, in addition to a full range of medical , financial, and/or other benefits. For more information, please… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... ahead of trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards transformation), ensuring… more
- Citigroup (New York, NY)
- …who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play ... relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at… more