- Amazon (New York, NY)
- …analysis. You will develop and own strategic stakeholder engagements that resolve business problems impacting on deal outcomes, improve team processes, and ... business results for AWS. * Act as trusted advisor and thought leader to the SCE Deal Team in the development of commercial strategy and deals. * Partner… more
- Bank of America (New York, NY)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... https://trustworthyshopping.aboutamazon.com/approach Key job responsibilities - Act as a trusted advisor to the Business , operation, and product teams, creating… more
- JPMorgan Chase (New York, NY)
- …meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout the firm + ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Citigroup (New York, NY)
- …is also a strategic advisor to the Private Bank business team . **Responsibilities** + Responsible for all financial management aspects of global Private ... LFO is a key member of the Private Bank business management team and supports the development...serving as a key strategic / financial advisor and partner to executive level business … more
- Guardian Life (New York, NY)
- …compliant, and aligned with business and colleague needs. This position oversees a team of retirement and benefits professionals and serves as a key advisor ... seeking a talented and motivated individual to join our team as a Head of Retirement Plans. In this...in retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's… more
- JPMorgan Chase (New York, NY)
- …global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... of new products and features. + Familiarity with an array of financial instruments. + Extensive experience authoring business requirements, defining user… more
- Tompkins Community Bank (Ithaca, NY)
- …expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance ... with rules and regulations. + Execute advisor marketing plans by coordinating client events; client mailings.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- KeyBank (Tarrytown, NY)
- …the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship ... Prepares and delivers client presentations, individually and as part of a team , presenting appropriate financial solutions via consultative review and proactive,… more
- JPMorgan Chase (New York, NY)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... then we have the role for you. Joining our Advisor Training Program means you will be joining a... Training Program means you will be joining a team committed to building client relationships and making meaningful… more