- 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
- St. George's University (Great River, NY)
- …alignment with enrollment objectives, ensure compliance with complex federal and state regulations , and lead a team of professionals dedicated to service excellence. ... at national and regional financial aid associations, and serving as a trusted advisor to campus leadership on trends, policies, and best practices. This is an… more
- Ellis Medicine (Schenectady, NY)
- …implementation of discharge plan + Collaborates and makes referrals to physician advisor when unable to resolve issues with attending physician + Documents ... to hospital transfers to ensure compliance with all the discharge planning regulations and transfer policy + Provides guidance, support, and back-up to social… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... the institution's operations, programs, and activities align with applicable laws, regulations , and institutional policies. The CCE will lead the development and… more
- Intermountain Health (Albany, NY)
- …questions received by facility caregivers including CDI RNs, Quality and Physician Advisor Services MDs. This position supports higher level analytics for CDI ... Association (AHIMA). This position provides advanced training to CDI RNs and Physician Advisor Services MDs on ICD-10 and DRG code assignment for hospitals. It… more
- City of New York (New York, NY)
- …assess work product; coordinate and oversee special projects; and serve as key advisor on labor relations policy, personnel and labor relations programs, and various ... Participate in the collective bargaining process as spokesperson, strategic counsel, policy advisor , chief researcher and labor costing advisor for negotiations… more
- Comerica (New York, NY)
- …and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all requisite policies and procedures. This ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- PagerDuty (Albany, NY)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
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