- Cardinal Health (Albany, NY)
- …results, increase market share and exceed customer expectations. **Job Summary** The Advisor , Portfolio Management supports the category owners by managing sales ... **What Portfolio Management contributes to Cardinal Health** Portfolio...process improvement for all atHome & Edgepark categories. The Advisor is a support function to specific… more
- Bank of America (Syracuse, NY)
- …further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated programs, ... Advisor Development Program - Financial Solutions Advisor ...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a… 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
- Bank of America (Woodbury, NY)
- …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor Registration Candidate - Woodbury Financial Center Woodbury,...Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools,… more
- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- GAF (New York, NY)
- …into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a ... back down from hard work. Under this roof, we support one another in delivering operational excellence daily, while...protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and… more
- Dow Jones (New York, NY)
- …You Will: Assist with research projects related to the wealth management industry Support compiling invitation lists from Advisor Database for Advisor ... operates one of the world's largest news-gathering networks. Our portfolio includes leading publications and products such as The...and filter to the correct department Provide information and support to attendees as it relates to Advisor… more
- City of New York (New York, NY)
- … portfolio . The First Deputy Mayor seeks an organized and results-driven Policy Advisor for Tenant Protection to support all aspects of tenant affairs in ... City Hall. The Policy Advisor will staff and support the work of the Tenant Protection Cabinet, an interagency body created to promote and advance tenant… more
- US Bank (New York, NY)
- …outstanding client experience. With a collaborative team structure, strong leadership support , a rich product portfolio and exceptional prospecting ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the...adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure… 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 for ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... broader capital markets by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for your territory through… more
- Humana (Albany, NY)
- …caring community and help us put health first** The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity ... into the company. The Acquisition Integration Advisor works on problems of diverse scope and complexity...Minimum 5 years of experience delivering project, program, and portfolio management. + Minimum 5 years of experience consulting/supporting… more
- City National Bank (New York, NY)
- …or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...sales goals around sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the… more
- CUNY (Bronx, NY)
- Admissions Advisor - NYSOP **POSITION DETAILS** The Admissions Advisor will engage in outreach efforts, with an emphasis on prospective students eligible for the ... with a special emphasis on highlighting the advantages and support offered through NYSOP. * Conduct engaging on-campus and...of admissions updates and emerging trends impacting the NYSOP portfolio . * Utilize systems such as CUNYfirst and Slate… more
- JPMorgan Chase (New York, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... advice to individuals and families. Your expertise will support a wide range of clients, from those just...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- JPMorgan Chase (New York, NY)
- …work on: + Build the client-facing portal and mobile digital capabilities to support the E2E lifecycle of alternative investments to create a seamless, efficient, ... engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending… more
- City of New York (New York, NY)
- …You'll Solve This position is based out of the Albany, NY Office. The Senior Advisor will be assigned a portfolio of City agencies and be responsible for ... member requests related to the specific agencies. The Senior Advisor will act as a liaison between the Mayor's...legislation, including but not limited to public memos in support or opposition. - Reviewing weekly interagency reports and… more
- CenterWell (Albany, NY)
- …Home Health is seeking a highly analytical and collaborative Strategy Advancement Advisor to lead strategic initiatives focused on productivity, pay structure, and ... workforce management across our business portfolio . This role serves as a critical bridge between...drive performance and engagement. The **Home Health Strategy Advancement Advisor ** will be responsible for: + Lead Productivity &… more
- City of New York (New York, NY)
- …Recreation, and the Office of Asylum Seeker Operations. The Problems You'll Solve The Policy Advisor will support the Chief of Staff team at large by performing ... and organizations as needed. - Internal/External Stakeholder Communication - Support interactions with stakeholders to communicate and receive feedback on… more