- Stantec (New York, NY)
- …two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. + Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. +… more
- Axis (New York, NY)
- …enterprise-wide continuity strategies, leading cross-functional initiatives, and serving as a key advisor to senior leadership and the Board. The incumbent will act ... goals. + Serve as a subject matter expert and advisor to senior leadership and the Board on continuity...medical plans for employees and their families, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... team to escalate potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that may impact multiple customers.… more
- JPMorgan Chase (Rochester, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and experience serving as a key strategic / financial advisor and partner to executive level business leaders +...vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages,… more
- SHI (Albany, NY)
- …in the US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness , and financial benefits to offer peace of mind to you and your ... existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the New York/New Jersey...as the primary Cisco subject matter expert and trusted advisor to SHI account executives and customers, providing deep… more
- JPMorgan Chase (New York, NY)
- …Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. ... + Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. + Serve as the primary liaison between JPMA and Centralized Due… more
- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work autonomously and… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more