- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- City National Bank (New York, NY)
- …Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate ... on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data using...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**...General Agents and Sponsor Partners + Able to gain trust and respect of multiple contingent internal and external… more
- Bank of America (New York, NY)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- US Bank (New York, NY)
- …sales tools and capabilities and serving more clients' operational needs. As a key advisor to the Head of Institutional Client Group, this leader will play a pivotal ... sales of $50 million and above. ICG cultivates clients' trust through customized service and access to the bank's...& Integrated Client Sales** + Serve as a key advisor to the Head of ICG, contributing to enterprise-wide… more
- Amazon (New York, NY)
- …Services (SPS) team is looking for a Finance Manager for the Customer Trust (CT) org. The SPS organization employees over 20,000 employees who provide support ... to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while...in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... ahead of trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards transformation), ensuring… more
- CBRE (New York, NY)
- …strategic management of a large P&L * A history of developing strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. ... Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… 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
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
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