- Bank of America (New York, NY)
- …who then teams with the DMC Group. The DMC Group partners with the Advisor to provide investment advice and recommendations to clients, securities execution, and ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Citigroup (New York, NY)
- The Investment Banking Senior Associate is an...of this role is to act as a strategic advisor to our clients by formulating investment ... financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Associate also serves as an intermediary in trading for… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to forecast team revenue and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- Humana (Albany, NY)
- …cross functional investment sizing workstreams and provide high-level support for senior leaders to make informed decisions + Identify new growth avenues of ... customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... We are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team… 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 ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- Microsoft Corporation (New York, NY)
- …in targeted business outcomes, driving revenue growth for Microsoft. As an **Industry Advisor - Capital Markets** , you will have the opportunity to lead ... **Industry Leadership & Strategic Planning** + Serve as a trusted industry advisor on digital and Artificial Intelligence (AI) transformation, bringing a multi-year… more
- Oracle (Albany, NY)
- …at prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive ... as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise… more
- Neuberger Berman (New York, NY)
- …accurate and timely calculations, collections, and invoicing + Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause ... requests, and special analyses to identify actionable insights for senior management **Compensation Management:** + Oversee the monthly compensation process… more
- Oracle (Albany, NY)
- **Job Description** You will act as a senior thought partner to customer CISOs and regulators, engage with industry forums and standards bodies, support field and ... Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more