- JPMorgan Chase (New York, NY)
- …and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... senior management to drive industry-leading solutions. Additionally, the team...areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will… more
- Verint Systems, Inc. (Albany, NY)
- …operates as an executive evangelist of the Verint Open CCaaS platform. This senior role combines technology and business development to leverage the latest solutions ... functions, the Platform Consultant establishes close relationships with our customers' Senior Executive teams. Through the in depth understanding of the market,… more
- TD Bank (New York, NY)
- …recommending action to senior management + Acts as a strategic audit advisor by providing counsel and guidance on audit issues; leads relationships with key ... this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team...a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the… more
- JPMorgan Chase (New York, NY)
- …Functions Talent & Employee Experience segment. **Job responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering ... skills, capable of handling confidential information and presenting to senior and global business heads. + Able to forge...by promoting key initiatives and acting as a trusted advisor to Business/Group Heads. You will be responsible for… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are...business quotes in support of Level II and III Senior Account Consultants. Holds initial pricing conversations with management… more
- JPMorgan Chase (New York, NY)
- …modernization, AI, data, and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing strategic insights ... on delivering measurable outcomes. + Serve as a trusted advisor and thought partner for GT senior ...trusted advisor and thought partner for GT senior leaders, providing strategic insights and recommendations that drive… more
- Heritage Financial Credit Union (Middletown, NY)
- …and promotes transparency across the organization. Sr. Manager of Audit serves as a trusted advisor and is a member of the Senior Leadership Team and is ... Financial Credit Union, internal audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking a Senior … more
- TEKsystems (New York, NY)
- …traditional management responsibilities and positions you as a strategic advisor and trusted thought partner within the organization. Technical Responsibilities: ... Trusted Thought Partner: Act as a trusted thought partner to senior leadership, contributing to high-level decision-making processes and offering innovative… more
- Raymond James Financial, Inc. (New York, NY)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... to team members. + Deliver presentations and reports to senior leadership and stakeholders. + Lead or contribute to...Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +… more
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more