- RGP (New York, NY)
- …engagements across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. + ... in at least 2-3 areas within financial services, such as capital markets, wealth management, or insurance. + Advanced proficiency in data strategy, architecture, and… more
- CIBC (New York, NY)
- …financial plan. Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. + **Relationship building -** ... members, partners and CIBC clients. + **Relationship Management** - You'll create trusted advisor relationships. Who You Are + **You put our clients first.** You… more
- System One (New York, NY)
- …reflects the brand voice, and supports key prospect-, client-, and advisor -facing content marketing efforts-all while navigating the compliance requirements of a ... related to financial markets, investing, economics and policy, and personal wealth management and planning. + Narrative clarity across all content assets-especially… more
- CH Robinson (New York, NY)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... all employees feel welcomed, valued and respected. EOE//Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… more
- Citigroup (New York, NY)
- …to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product ... + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and… more
- JPMorgan Chase (New York, NY)
- …and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic ... stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management. + Foster a positive work environment and drive employee… more
- NTT America, Inc. (NY)
- …strategic financial institutions, including top US banks, global payment providers, and wealth management firms. A significant aspect of this role is achieving an ... needs, and delivering value-added services that exceed expectations. Cultivate trusted advisor relationships by demonstrating empathy, integrity, and a commitment to… more
- Cherry Bekaert (Albany, NY)
- …serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services + ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert… more
- Bank of America (New York, NY)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Carrington (Albany, NY)
- …and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson in area of expertise. + ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more