- City National Bank (New York, NY)
- …movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. ... and Sr. Investment Consultant. Monitor the process of the transfer , handle any potential issues with the transfer...trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the… more
- TD Bank (New York, NY)
- …for the Compliance Program Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP) and be responsible for ... & Subject Matter Expertise:** + Act as a strategic advisor and SME to Compliance Program Management vertical leads,...of expertise in own area and participates in knowledge transfer within the team and business unit + Grows… more
- JPMorgan Chase (New York, NY)
- …guidelines (Mandate). * Comprehensive knowledge of trust and estate law, income, transfer , and generation skipping taxation, with ability to apply that knowledge to ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New… more
- JPMorgan Chase (Rochester, NY)
- …(Mandate) + Comprehensive knowledge of trust law, gifting techniques, income, transfer , and generation skipping taxation, with ability to apply that knowledge ... client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships… more
- CUNY (Bronx, NY)
- …medicinal plants, and model systems); CCNY (photosynthesis and energy transfer ; plant polymers); Brooklyn (algae, stress, biomass, biofuels; computational biology; ... contact information. Describe the nature of the relationship (eg PhD advisor , postdoctoral advisor , etc.). Letters will be requested after the applications are… more
- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by...of expertise in own area and participate in knowledge transfer within the team and business unit + Keeps… more
- SUNY Westchester Community College (Valhalla, NY)
- …will: + Coordinate major campus events, including but not limited to: New & Transfer Student Orientation & programming related to a students' transition into and out ... community building events for students. + Serve as an advisor to major student organizations, including the planning, execution,...leader training and support. + Serve as the primary advisor to the Westchester Events Board (WEB), the student-run… more
- Renewal by Andersen (Bedford, NY)
- …- Using your persuasion and influence skills as a knowledgeable and trusted advisor to help homeowners identify their potential issues and encouraging them into ... have the ability to show empathy and convey your position as a trusted advisor - Resilient and goal-oriented - comfortable handling rejection and staying motivated -… more
- Tradeweb (New York, NY)
- …responsible adoption of AI technologies. The ideal candidate is a proactive advisor who can integrate privacy considerations into the entire data lifecycle-ensuring ... and draft data-sharing agreements, privacy notices, consent frameworks, and cross-border transfer mechanisms. + Oversee data subject rights request processes and… more
- Alfred University (Alfred, NY)
- …provide well-rounded, guided, and positive experiences for all first year and transfer students, helping students transition and successfully engage with the campus ... their time at Alfred University. Will serve as the advisor or liaison for the Alfred University Student Senate...and events that they are responsible for Acts as advisor and attends all Student Senate meetings + Provides… more
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