- TD Bank (New York, NY)
- …and implement a forward-thinking compliance program for the future. Beyond technical expertise, we're looking for someone with an entrepreneurial mindset-someone who ... Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP)...& Subject Matter Expertise:** + Act as a strategic advisor and SME to Compliance Program Management vertical leads,… more
- Copeland (Albany, NY)
- …driving account strategies to enhance customer relationships, striving to achieve Trusted Advisor status with customers and driving a strong preference for Vilter ... consultants and contractors. + Advance Vilter's value proposition and technical advantages through frequent visits to key stakeholders, tradeshow attendance,… more
- Deloitte (Rochester, NY)
- …and regularly scheduled training offerings designed to help our interns develop technical and client service skills. The interns will understand first-hand what a ... assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of...senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer… more
- JPMorgan Chase (New York, NY)
- …that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New… more
- New York Power Authority (Albany, NY)
- …aligns with the organization for implementation, and manages P&L. Leverages technical sales expertise to forge strategic business relationship with NYPA customers ... and market trends to position NYPA as trusted energy advisor to enable customers to make informed decisions, anticipate...interations that build NYPA's status as a trusted energy advisor . + Direct staff on managing and maintaining key… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to… more
- Paychex (Buffalo, NY)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... reputation to clients and the community. + Achieves and continually develops technical , competitive and sales skills knowledge to ensure excellence in lead… 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 ... sales opportunities and closing deals. Understands business, financial and technical terminology, including how organizations operate, compete, profit and grow.… more
- EPAM Systems (New York, NY)
- …AI-powered software Engineering Services provider. You'll serve as a trusted advisor to clients, designing future-ready service landscapes that leverage GenAI, ... and implement AIOps strategies + Serve as a thought leader and trusted advisor to clients + Identify new service opportunities + Develop differentiated solutions… more
- The Research Foundation for SUNY (Albany, NY)
- …the RF's Chief Operating Officer. Key Responsibilities/Duties: + Serve as chief legal advisor to the RF and RF senior management, providing timely legal advice on ... serve as the Corporation's Chief Legal Officer and legal advisor to the Corporation, the Board of Directors, and...least ten or more years of progressively more complex technical and managerial experience in the practice of law,… more