- Intuit (Bellport, NY)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.… more
- Wilson Language Training (Albany, NY)
- Senior Customer Success Manager **Department:** Customer Experience **Location:** Here at Wilson Language Training, we are committed to working together for our ... training is growing and is looking to hire a Senior Customer Success Manager. Our company is growing and...Our company is growing and looking to hire a Sr . Customer Success Manager (SCSM) to join our team.… more
- LiveRamp (New York, NY)
- …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... value realization across LiveRamp's measurement solutions. Acting as a trusted advisor , you'll build strong executive and operational relationships while delivering… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...attending on-site meetings during all project phases, reporting to senior and executive leadership on the status of the… more
- KeyBank (NY)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Sr . Compliance Manager - Trust & Fiduciary is responsible for leading and executing ... CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. +...Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or… more
- TD Bank (New York, NY)
- …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... **Ability to independently identify, assess, and escalate issues requiring senior management attention.** **Customer Accountabilities:** + Proactively advises the… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and...whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the… more
- Charles Schwab (New York, NY)
- …candidate for this role to work on site in the specified location.** As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.… more
- Raymond James Financial, Inc. (New York, NY)
- …branch exam program + Building strong relationships based on mutual respect, trust , and understanding + Establishing credibility with others, presenting oneself with ... confidence, and holding one's ground when faced with pushback + Delivering difficult messages with sensitivity, tact, and diplomacy + Proactive identification of emerging risk areas and/or adverse trends and escalations of same to exam management for… more
