- 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
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Amazon (New York, NY)
- Description Amazon Web Services is seeking a senior technical leader to build and scale a world-class team of Solutions Architects for the North America Retail & CPG ... business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail &...Act as a technical Executive Sponsor and trusted CxO-level advisor -helping leading brands accelerate their adoption of Generative and… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... for our clients and business. You will interface with senior leadership, develop subject matter expertise, and contribute to...potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that… more
- Univision Communications, Inc (New York, NY)
- …that can drive client growth. TelevisaUnivision is seeking a highly experienced & motivated senior sales executive to lead the Food + Beverage + Alcohol Vertical. As ... the Senior Vice President (SVP) of Enterprise Sales at TelevisaUnivision,...to establish TelevisaUnivision as a thought leader and trusted advisor in the market. Candidate must be a strong… more
- Rochester Institute of Technology (Rochester, NY)
- …ensuring the department is positioned for sustained success. **Serve as a trusted advisor to HR leadership and the broader RIT community** The Director will work ... data analysis, governance, and the development of high-level materials for senior leadership. Through a consultative and relationship-driven approach, the Director… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations that drive… more
- JPMorgan Chase (Brooklyn, NY)
- …- Associate, becoming a subject matter expert providing valuable insights to senior management in a fast-paced environment. The Commercial & Investment Bank (CIB) ... a Treasury Capital Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity on analytics to evaluate… more