• Block Advisor Tax Advisor - Remote

    H&R Block (Patchogue, NY)
    …conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll ... bring to the team + Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and… more
    H&R Block (09/20/25)
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  • Product Support Advisor - Grocery

    Sysco (Warners, NY)
    …arise + Strong written & verbal communications skills + Strong organizational & planning skills + Ability to execute all Merchandising standard processes + Strong ... supplier negotiation skills and ability to form a professional working relationship with suppliers and brokers + Strong excel skills **Physical Demands:** + The physical demands described here are representative of those that must be met by an associate to… more
    Sysco (09/20/25)
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  • Wealth Advisor

    M&T Bank (Hauppauge, NY)
    …financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client ... based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients. + Coordinates team communication and… more
    M&T Bank (09/04/25)
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  • Senior Engineer, Cyber M&A Advisor

    Cardinal Health (Albany, NY)
    …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... problem-solving skills. + Strong project management skills and ability to manage multiple priorities. **_Preferred Qualifications:_** + Professional certifications such as CISSP, CISM, CRISC, or CISA. + Experience working in a regulated industry (eg,… more
    Cardinal Health (09/03/25)
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  • JP Morgan Advisors - Relationship Manager, Vice…

    JPMorgan Chase (New York, NY)
    …across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning , ... Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership...Relationship Manager works in close partnership with the Financial Advisor (s) and is the primary point of contact for… more
    JPMorgan Chase (08/08/25)
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  • Account Executive - SLED

    Zscaler (NY)
    …+ Collaborate with our teams to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning ... goals and how technology can facilitate them + Proficiency in strategic sales planning with experience closing net new logos + Experience meeting or achieving sales… more
    Zscaler (09/26/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (New York, NY)
    …across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning , ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients regarding money… more
    JPMorgan Chase (09/13/25)
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  • Business Intelligence Lead Analyst

    Citigroup (New York, NY)
    …relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth ... 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… more
    Citigroup (09/11/25)
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  • Private Bank Digital Wealth and Estate…

    JPMorgan Chase (New York, NY)
    …depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our digital ... product strategy for planning and advice capabilities within JP Morgan Private Bank....launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
    JPMorgan Chase (08/14/25)
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  • National Planning Leader

    WSP USA (New York, NY)
    **This Opportunity** Position Summary WSP is seeking an experienced and visionary National Planning Leader to direct and expand its planning practice across the ... United States. Within WSP's Advisory & Planning Business Line, this role demands comprehensive leadership in...**Client & Stakeholder Engagement** + Serve as a trusted advisor to strategic clients, offering future-ready solutions and thought… more
    WSP USA (10/01/25)
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