- Intuit (New York, NY)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience , professionalism, and genuine… more
- Neuberger Berman (New York, NY)
- …roadmap to position NB's Private Wealth business as an innovator in client and advisor experience . + Own and optimize the entire client and advisor ... Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows. + Experience leading cross-functional teams and managing… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …pursue?our mission?at MSK and around the globe. Exciting Opportunity at MSK: **Safety Advisor ** We are seeking a **Safety Advisor ** to join our **Environmental ... with workplace investigations. **Key Qualifications:** + 2-4 years of experience in EHS, Facilities, or Hospital Operations + Proven...believe in fair, competitive pay that reflects your job, experience , and skills. MSK is an equal opportunity and… more
- Port Authority of New York and New Jersey (New York, NY)
- …Role Reporting to the Office of the Chief Engineer, the Executive Advisor will be responsible for overseeing and delivering key Engineering Department initiatives ... the Chief Engineer's direction and vision for the Engineering Department. The Executive Advisor will act as a representative of the Office of the Chief Engineer… more
- Fannie Mae (New York, NY)
- …environment. * Experience in communicating with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * ... counsel on issues of significance for the company. *THE EXPERIENCE YOU BRING TO THE TEAM* Minimum Required Experiences...THE TEAM* Minimum Required Experiences * 8 years of experience * Juris Doctorate * Experience negotiating… more
- Neuberger Berman (New York, NY)
- …and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This ... to understand business challenges and current processes. + Lead the user experience and end-user reporting integration for various tools and technologies used or… more
- DWS Group (New York, NY)
- …Details As a/an AFC & Compliance officer, you will (be): Acting as AFC advisor for DWS including Sanctions & Embargoes Main responsibility with regard to rollout of ... Approvals (NPAs) We are looking for: 2-5 years of experience in anti-financial crimes team Experience in...years of experience in anti-financial crimes team Experience in financial services (preferably in asset management) Knowledge… more
- DWS Group (New York, NY)
- …Asset Operations (IAO) division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS. IAO is responsible for ... Standards. We are looking for: Minimum of 2 years' experience of accounting with a mix of private and...accounting with a mix of private and public accounting experience across the funds industry. Proven recent experience… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client ... experience by assisting with the service, maintenance, and growth...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- NextMed (New York, NY)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... Regularly report on sales performance and pipeline status to management. Qualifications: Experience : 1-3 years of sales or business development experience ,… more
- LiveRamp (New York, NY)
- …value realization across LiveRamp's measurement solutions. Acting as a trusted advisor , you'll build strong executive and operational relationships while delivering ... Build and maintain strong executive and operational relationships, earning trusted- advisor status and continuously identifying customer challenges and opportunities.… more
- DWS Group (New York, NY)
- …and grow existing assets and brand within partner firms. Secure, interpret and distribute advisor data to help inform areas of focus. Your Skills & Experience : ... Bachelors Degree Required. Series 7/63 licenses required. CRM Experience , preferable Salesforce. Five plus years of Account Management/Distribution experience … more
- Tradeweb (New York, NY)
- …responsible adoption of AI technologies. The ideal candidate is a proactive advisor who can integrate privacy considerations into the entire data lifecycle-ensuring ... Activities (RoPAs) and ensure audit readiness. + Act as a trusted advisor to senior management on emerging risks and regulatory expectations. **Qualifications** +… more
- Nectar Social (New York, NY)
- …This is not traditional account management-you'll act as a customer strategist, AI advisor , and success architect , helping brands fully adopt AI into their ... or brand-side marketing/ops leadership (eg Director of Social, Brand, or Digital). Experience in a fast-paced startup or AI-focused company is a strong plus… more
- LiveRamp (New York, NY)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain… more
- Neuberger Berman (New York, NY)
- …responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the ... wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter expertise on… more
- HSBC (New York, NY)
- …feedback and coaching to underperforming team members + Become a trusted advisor for top-tier clients, providing thought leadership and technical guidance. Take part ... add value to the client and promote HSBC's world class Client Connectivity experience + Keep on top of industry trends, emerging technologies (AI, cloud,… more
- ScaleOps (New York, NY)
- …savvy Sales Engineer with DevOps / Software Development / Architecture and customer-facing experience to join our start-up journey. As a Sales Engineer at ScaleOps, ... them with technical support, and serving as a trusted advisor . You will work with our sales, product, and...ScaleOps. Requirements What You Bring Along: 3+ Hands On experience working with cloud-native technologies, such as container technologies… more
- Home Depot (East Elmhurst, NY)
- **Position Purpose:** The Measure Technician (In-Home Advisor ) works independently in a traveling field role in support of The Home Depot's Field Services ... This position is responsible for providing a positive customer experience , through accurate measurements, calculations, quote review and presentation. This… more
