- Paychex (Queens County, NY)
- …payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With ... and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure… more
- City National Bank (New York, NY)
- …in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum… more
- GE Aerospace (Schenectady, NY)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- Axis (New York, NY)
- …enterprise-wide continuity strategies, leading cross-functional initiatives, and serving as a key advisor to senior leadership and the Board. The incumbent will act ... standards. + Lead the architecture and implementation of continuity solutions that support long-term business goals. + Serve as...goals. + Serve as a subject matter expert and advisor to senior leadership and the Board on continuity… more
- Renewal by Andersen (Mount Kisco, NY)
- …leads - Educating potential customers on our industry-leading window and door solutions - Using your persuasion and influence skills as a knowledgeable and ... trusted advisor to help homeowners identify their potential issues and...show empathy and convey your position as a trusted advisor - Resilient and goal-oriented - comfortable handling rejection… more
- AECOM (New York, NY)
- …Sr Director for PMCM Services and will perform the following: Serve as top advisor on projects of large scope and complexity and is recognized as industry leader ... a small number of direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and is recognized as industry leader… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... insurance companies and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners… more
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... lines and be effective in a global organization. + ** Solutions Oriented:** Uncovers and meets the needs of external...SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the… more
- Neuberger Berman (New York, NY)
- …and investment teams, with access to a deep breadth of customized investment solutions , the platform is truly unique in the industry. The Client Associate will ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis.… more
- Palo Alto Networks (New York, NY)
- …SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent… more