- Guardian Life (New York, NY)
- …and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated ... Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- Hillside Family of Agencies (Rochester, NY)
- …the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development, implementation and continuous ... leadership with strategic recommendations, regarding creative solutions and risk mitigation planning . + Serves as the organization's primary liaison to the Funder's… more
- Bank of America (New York, NY)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- Live Nation (New York, NY)
- …www.livenationentertainment.com. WHO ARE YOU? You are a proactive problem-solver, trusted advisor , and collaborative partner who thrives in a dynamic environment. ... + Provide coaching and consultation to leaders on people management, workforce planning , organizational effectiveness, and development. Data & Analytics + Use HR… more
- Stantec (New York, NY)
- …two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... - Proactively partner with clients to identify strategic issues, workforce planning or organizational design challenges and provide advice and expertise to… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... + Lead short and long term budgeting, forecasting and planning processes through partnership with functional partners such as...and experience serving as a key strategic / financial advisor and partner to executive level business leaders +… more
- City of New York (New York, NY)
- …coordination of activities among these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters related to APS Support ... conferences. - Responsible for administrative oversight in regard to planning , coordinating and directing the activities of the units...implementation of various APSNet phases. - Serve as chief advisor to the Deputy Commissioner of APS on all… more
- KeyBank (Albany, NY)
- …Agency USA Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent ... career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client discovery and financial … 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 ... delivery or presentations to key stakeholders and senior management across strategic planning , investment planning and project delivery, risk management program… more