- Raymond James Financial, Inc. (Locust Valley, NY)
- …upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue and income. + Assists with preparation of ... goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial … more
- JPMorgan Chase (Pittsford, NY)
- …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 and ... potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that...mentoring staff, contributing to the development and growth of team members. Chase is a leading financial … more
- JPMorgan Chase (New York, NY)
- **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... in 100 countries, we hold leadership positions across various lines of business. Our team of dedicated employees strives to do the right thing for our clients and… more
- Citigroup (New York, NY)
- A Business Unit Manager is a key member of the HR Business Execution team for US Personal Banking HR and Wealth HR, that support 2 of Citi's 5 core businesses. The ... of approx. 12K employees, globally. The HR Business Execution team drives the overall organizational operations of the HR...Manager will serve as a central point of contact, advisor and enabler to Sr. HR Advisors for US… more
- CBRE (New York, NY)
- …to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers ... The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value.… more
- SolomonEdwards (Albany, NY)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- CVS Health (Roslyn Heights, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...work independently and as an integral part of a team in a fast-paced environment, handle multiple priorities, and… more
- ADP (NY)
- …Enterprise Accounts, Vertical Team .** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... and responsiveness to the table every day on a team dedicated to unparalleled partnership and unwavering relationships with...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- AON (New York, NY)
- …Group (STG) is seeking an experienced Managing Director to join our leadership team and help to accelerate the development of our advisory business focused on ... with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity...organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues… more
- Bank of America (New York, NY)
- …sales team . + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues ... client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in alternative investments… more