- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… 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...Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about… more
- Wells Fargo (New York, NY)
- …assessing a client's financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients ... levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve...Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about… 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
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… 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
- University at Albany (Albany, NY)
- …Dean works directly with the Dean's Office and serves as a key advisor on matters that influence CNSE's growth, relevance, and alignment with UAlbany's strategic ... mission, priorities, and strategic plan. + Serve as an advisor to the Dean and senior leadership on public...on institutional working groups and at high-profile public and policy events. + Community and Industry Partnerships + Identify,… more
- Citigroup (New York, NY)
- …teams providing business support and ensure proper governance of Citi Data Governance Policy & Standards. This group is a critical contributor in strategic projects ... that involve executing on critical aspects of data governance policy . You will also leverage and further develop your...system process flows. * Be a trusted and informed advisor /partner to regional teams and lines of business staff… more
- Citigroup (New York, NY)
- …teams providing business support and ensure proper governance of Citi Data Governance Policy & Standards. This group is a critical contributor in strategic projects ... that involve executing on critical aspects of data governance policy . You will also leverage and further develop your...system process flows. + Be a trusted and informed advisor /partner to regional teams and lines of business staff… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...Identifies, mitigates and reports on risk issues per enterprise policy /guidelines and ensures appropriate escalation processes are followed +… more