- TD Bank (Middle Village, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their… more
- Fiserv (New York, NY)
- …global scale, come make a difference at Fiserv. **Job Title** Risk Assurance - Senior Advisor I **What does a successful Line of Business Risk Officer do?** The Line ... Experience leading strategic risk or financial program initiatives. + Demonstrated relationship management experience. + Bachelor's degree with emphasis in Risk… more
- TD Bank (Brooklyn, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their… more
- Amazon (New York, NY)
- …benefit models, benchmarking, templates, tools etc. - Act as a trusted advisor to Sales leadership by providing guidance on account strategies and helping ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… more
- Tiffany & Co. (New York, NY)
- …and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand in ... reinforce client development to grow outreach business. **Sales:** + Deepen the relationship with our clients to drive lifetime loyalty and spend. + Consistently… more
- JPMorgan Chase (New York, NY)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- KeyBank (Rochester, NY)
- …TO TRAVEL TO ROCHESTER **Job Summary** Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with ... various aspects of client management, including calling via conference call and relationship reviews for clients with basic to complex cash management needs.… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory… more
- Cardinal Health (Albany, NY)
- …Cardinal Health** Supplier Relations is responsible for providing enhanced relationship management for suppliers that translates into exceptional customer service, ... product agreements, and below the line revenue. This role manages the vendor relationship for the subset of suppliers that work with the OptiFreight team and… more
- WTW (New York, NY)
- …that reflect the client's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... quality execution of projects + Manage a diverse set of pension administration services individually and through team initiatives + Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal… more
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