- PIMCO (New York, NY)
- …tailored marketing strategies that drive engagement, growth, and retention within specific financial advisor segments. You will oversee the holistic advisor ... but are not limited to: New role: Deliver exceptional and tailored financial advisor experiences for the Field segment through a combination of digital and… more
- Morgan Stanley (New York, NY)
- …estate needs as examples Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... and take appropriate action on client account alerts OTHER Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Citigroup, Inc. (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor Family Benefits : Paid parental leave & reimbursement program for family… more
- ASCAP (New York, NY)
- …allocations; Oversee the organization's investment portfolio in concert with the organization's financial advisor , the board of directors and finance staff; ... ensuring growth and consistent achievement of the organization's mission and financial objectives. The Executive Director must be a dynamic, visionary leader… more
- The City University of New York (New York, NY)
- POSITION DETAILS The Academic ASAP Student Advisor reports to the Director of ASAP or his/her Designee. Kingsborough Community College was founded in 1963 and is one ... Community College is seeking multiple Academic ASAP Student Advisors. The Academic ASAP Advisor will report to the Director of the Accelerated Study in Associate… more
- Apex Group Ltd (New York, NY)
- …industry-changing realities. For our business, for clients, and for you Senior Sustainability Advisor , Holtara New York, NY | Full-time (In Office) About Holtara (by ... team and form part of our growing Americas practice. As Senior Sustainability Advisor you will leverage deep sustainability and finance expertise to lead high-stakes… more
- Houlihan Lokey, Inc. (New York, NY)
- Business Unit: Financial and Valuation Advisory Industry: Generalist/REVS Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in ... mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory....for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- EisnerAmper LLP (New York, NY)
- …the autonomy to reach your goals. We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are ... Conduct audit tests to verify fair representation of client financial statements Document workpapers and develop accounting worksheets Perform...create and foster. We act as a trusted business advisor every step of the way, from a client's… more
- Goldman Sachs, Inc. (New York, NY)
- …Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial ... how lenders set rates across its portfolio of products, using financial return-on-equity models Funding optimization: Design quantitative models to help understand… more
- CVS Health (Northvale, NJ)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Citigroup, Inc. (New York, NY)
- …generation. Anticipate events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. Build relationships with client families that cross...of client goals and risk tolerance to ensure that financial strategies are appropriate. Uncover needs that are not… more
- Macy's (Ramsey, NJ)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... Annual merit review Employee Assistance Program with mental health counseling and legal/ financial advice Access the full menu of benefits offerings here. What You… more
- EY (New York, NY)
- …build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business ... unit dedicated to the financial services industry - the Financial Services...market trends, to maintain your credibility as a trusted advisor Developing clear, intelligent plans and approaches to improve… more
- Voya Financial, Inc. (New York, NY)
- Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for ... enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in… more
- JPMorgan Chase & Co. (New York, NY)
- …Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage...for sponsorship About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Tephra (New York, NY)
- …*Integrate consulting skills to OUR CLIENT' sales and delivery *Act as trusted advisor to the client and consulting partner of choice internally *Build domain ... SAP, SAP S/4 HANA, Oracle, Oracle Cloud, Salesforce or Microsoft *Banking and financial services industry domain experience: 10 - 12+ years preferred *Worked at… more
- CVS Health (Tarrytown, NY)
- …Seek out customers to ensure they have a world class beauty advisor experience. Provide personalized sales service based on customer needs, productive upselling ... competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest… more
- Freshfields Bruckhaus Deringer (New York, NY)
- …ownership of tasks assigned Support limited personal administration with external advisor activity (eg charities, Boards, etc.) Attend meetings with stakeholders as ... team Expected behaviors Displays discretion, good judgment and acts as trusted advisor Ensure all activities and duties adhere to risk and compliance requirements… more
- International Rescue Committee (New York, NY)
- …asylum and integration programs, driving impact and operational excellence. Serve as a key advisor to the SVP of RAI on performance, areas for expansion, gaps in ... Europe and Asia, ensuring high performance and well-being. Maintain rigorous financial and operational oversight of a $250-$300 million portfolio, ensuring… more
