- Cardinal Health (Albany, NY)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- Citigroup (New York, NY)
- …+ **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging, advisor needs, and product development ... wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and… more
- JPMorgan Chase (New York, NY)
- …pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** ... you will assist and promote new and existing client management including managing a team of two, taking a...best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products +… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and… more
- JPMorgan Chase (Albany, NY)
- …relationship-building skills. This will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a deep ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to… more
- Bank of America (New York, NY)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to...Presence + Oral Communications + Risk Management **_Weekly Schedule: Monday thru Friday, with rotating Saturdays… more
- Edward Jones (Port Jefferson, NY)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...environment + Attention to detail, strong organizational and time management skills **Can you see yourself ** + Providing… more
- TD Bank (New York, NY)
- …The Learning Solution Advisor I acts as a strategic partner and advisor for a portfolio of business or functional groups, accountable to enable ... learning solutions aligned to strategic business priorities. The Learning Solution Advisor I develops and supports the implementation of learning strategies to… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... conditions and global economic outlook. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation, tactical shifts and security… more
- Tompkins Community Bank (Pittsford, NY)
- …This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will ... Overview The Wealth Advisor III is responsible for maintaining existing client...and strategic relationship development. Position Goals: + Client Relationship Management & Business Development Strengthen existing client relationships to… more