- Citigroup (New York, NY)
- …and security issues; communicates impact; proposes risk mitigation options. + Acts as advisor or coach to new or lower level analysts; allocates work. + Provides ... tools and systems + Good interpersonal and communication skills ** Education :** + Bachelor's/University degree, Master's degree preferred **Job Family Group:**… more
- Citigroup (New York, NY)
- …clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. ... research, analyze industry trends) + Series 79 and 63 licenses ** Education :** + Bachelor's degree/University degree or equivalent experience This job description… more
- Bank of America (New York, NY)
- …**Job Responsibilities:** + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value ... Prospecting + Referral Management + Wealth Planning + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- WTW (New York, NY)
- …to Senior Consultants and Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication, efficient high quality ... not limited to location of the role, individual competencies, education /professional certifications, qualifications/experience, performance in the role and potential… more
- SHI (Albany, NY)
- …and stay updated on the latest product information. * Provide product training and technical education to the sales team and customers. * Act as a trusted IT ... advisor for customers, partnering with Field Account Executives. *...individual. Benefits may include, but are not limited to, medical , vision, dental, 401K, and flexible spending. Equal Employment… more
- GE Appliances, a Haier company (Syracuse, NY)
- …team of GE Appliances, and become more than a technician; be a trusted advisor , a customer hero, and a brand ambassador for a company that's redefining service ... smartphone * Uniforms, work boots, and specialized tools * Medical , dental, vision, and life insurance on DAY ONE...to Succeed** Minimum Qualifications: + HS Diploma or General Education Degree (GED) + 1+ years of experience with… more
- Neuberger Berman (New York, NY)
- …this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective ... based on several factors including, but limited to, relevant education , qualifications, certifications, experience, skills, seniority, geographic location, business… more
- Citigroup (New York, NY)
- …+ Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a compelling product vision for NBA ... Data-Driven: Uses data to inform decisions and measure the platform's success. ** Education ** - Bachelor's degree in Finance, Business, Computer Science, or related… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... Bank banking and product systems, platforms, tools and capabilities. ** Education :** + Bachelor's/University degree, Master's degree preferred **Job Family Group:**… more
- SHI (Albany, NY)
- …Microsoft Fabric and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership. **Qualifications:** + ... of a collaborative team. + Strong client relationship management skills. **** ** Education :** + Bachelor's degree in computer science, information systems, or a… more