- Raymond James Financial, Inc. (New York, NY)
- …adverse trends are identified and escalated + Provide compliance support to business partners, as needed + Maintain regular interaction with Compliance and ... investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation… more
- Bank of America (New York, NY)
- …the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
- Oracle (Albany, NY)
- … economics while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership ... company. In OCI Finance, members of the Workload Health team are responsible for all aspects of cloud infrastructure...end P&L ownership of Product P&Ls + Develop scenario-based financial and business models, with a specific… more
- Oracle (Albany, NY)
- … economics while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership ... company. In OCI Finance, members of the Workload Health team are responsible for all aspects of cloud infrastructure...all products within the IaaS Portfolio. + Develop scenario-based financial and business models, with a specific… more
- Bank of America (Staten Island, NY)
- …to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping ... Senior Banker - 2196 Forest Avenue Financial Center *Bilingual Spanish Required Staten Island, New... Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business … more
- KeyBank (Baldwin Place, NY)
- …St - Baldwin Place, New York 10505 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... Financial Wellness Associate (FWA) splits their time between client...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will… more
- St. George's University (Great River, NY)
- …experience and institutional mission. The Executive Director will guide a talented team of financial aid professionals dedicated to service, compliance, and ... financial aid programs, a strong track record of team leadership, and the ability to anticipate and adapt...financial aid associations, and serving as a trusted advisor to campus leadership on trends, policies, and best… more
- Microsoft Corporation (New York, NY)
- **Overview** Microsoft's Worldwide Financial Services Industry Team focuses on empowering every customer to achieve more by optimizing operations, integrating ... regional strategy and technical leader to help the industry team to lead this transformation for our Financial... Services_** , you will serve as a trusted advisor to Microsoft's top Financial Services Industry… more
- Amazon (New York, NY)
- …applying. Key job responsibilities - Leading and directing the AWS customer account team . - Identifying and building trusted advisor relationships with key ... cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our… more