- JPMorgan Chase (New York, NY)
- …US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You ... and the wealth management industry, providing support to our advisor and client population. You will strengthen our client...and meeting deadlines + Must be comfortable with overnight travel + Ability to collaborate with partners and provide… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… 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, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel -… more
- New York State Civil Service (Bronx, NY)
- …Employment Type Full-Time Appointment Type Permanent Jurisdictional Class Unclassified Service Travel Percentage 10% Workweek Mon-Fri Hours Per Week 40 Workday From ... and available Monday - Friday, 9am-5pm. Occasional overnight and weekend travel will be expected.Responsibilities: - Develop partnerships with area workforce… more
- Anywhere Real Estate (Buffalo, NY)
- This is a 100% remote position with travel throughout the sales territory identified. The ideal candidate for this position will reside within the territory: OH, MI, ... role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to...CRM systems and MS Office + **Other:** Approximately 50% travel and comfortable working in a hybrid work environment.… more
- Celestica (New York, NY)
- Advisor , Material Costing and Awards Req ID: 129503 Remote Position: Yes Region: Americas Country: USA **Summary** The Material Costing Advisor leverages ... of Materials for competitiveness, and negotiates with suppliers as needed. The advisor interacts with global customer units and counterparts in other regions.… more
- Anywhere Real Estate (Buffalo, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...systems and MS Office + **Other:** Approximately 50 -75% travel and comfortable working in a hybrid work environment.… more
- H&R Block (New York, NY)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... you also had + Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax training library + Tax… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- Guardian Life (Albany, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a… more
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