- Wells Fargo (Rhinebeck, NY)
- …**In this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such as providing ... direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes +… more
- Lumen (Albany, NY)
- …with SEC regulations and disclosure requirements. Stay abreast of proxy advisor trends and shareholder expectations, global tax requirements, and financial reporting ... benefits, including deferred compensation plans and perquisites. + External Advisor Management: Manage relationships with external consultants, advisors, and proxy… more
- Albany Housing Authority (Albany, NY)
- …compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the secondary ... promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training . GENERAL COUNSEL DISTINGUISHING FEATURES OF THE CLASS: The incumbent… more
- CVS Health (Middle Village, 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 ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
- TD Bank (New York, NY)
- …to ensure regulatory compliance. + Ensure compliance for the Digital Advisor platform, ensuring regulatory adherence and integration with core business functions. ... + Provide oversight and guidance on compliance requirements specific to Digital Advisor tools and systems. + Collaborate with product and operations teams to ensure… 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 financials, ... Recognizes team members' contributions + Strong presentation skills when delivering training and presentation at the division level, industry conferences, workshops,… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development...and large workshop settings + Provide ongoing coaching and training to advisors to help them deliver an exceptional… more
- Wells Fargo (New York, NY)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + Comprehensive knowledge… more
- City National Bank (New York, NY)
- …estate needs in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects and values ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
- Saint Lawrence Seaway Development Corporation (Massena, NY)
- …methods, and verifying marine engineering issues. Serves as a Corporation marine advisor or representative at industry meetings. Position is typically scheduled on a ... systems, or machinery as a marine surveyor, inspector, engineer, auditor, advisor ; shipboard engineer officer, deck (navigational) officer, or similar. To qualify… more