- Unknown (New York, NY)
- …Industry Computer Software Type Privately Held Founded 1997 Employees 201-500 Specialties service advisor & tech management service pricing effective ... labor rate improvement fixed-ops price optimization service department auto dealerships service department enhancement pricing compliance expert coaching revenue… more
- Unknown (New York, NY)
- Senior Vice President, Financial Advisor About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role The Company ... is in search of a Senior Vice President, Financial Advisor to join its team. The ideal candidate will...requires an individual with an entrepreneurial mindset, a strong client- service orientation, and experience within an RIA, private bank,… more
- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior ... Wealth Advisor to join their dynamic team. The successful candidate...taking a collaborative approach to business development and client service , and will have the opportunity to make a… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The Company ... is in search of a Senior Wealth Advisor to become a key member of its leadership...is pivotal in the company's mission to deliver high-touch service and to foster the growth of the client… more
- Unknown (Fort Lee, NJ)
- Vice President, Business Service Management About the Company Globally-renowned financial institution Industry Banking Type Privately Held, VC-backed Founded 2008 ... capital markets deposits/cds small business lending banking as a service wire transfers real time payments and compliance Business...The VP BSM will also act as a trusted advisor to the CIO/CTO, influence the technology transformation agenda,… more
- Unknown (New York, NY)
- …The company is a fast-growing, independently owned, fee-based RIA with an advisor -centric, fully remote culture. They offer a full- service W-2 support ... candidate will be responsible for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role involves serving as the… more
- Unknown (New York, NY)
- …the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as ... a trusted advisor to High Net Worth (HNW) and Ultra High...excellent communication, and relationship management skills, and a white-glove service mindset. The ideal candidate will be a collaborative,… more
- Unknown (New York, NY)
- …the success of the account management function and serving as a strategic advisor for the company's largest and most complex client accounts. This role requires ... The Vice President will be responsible for leading up to 2 large, multi- service accounts, defining program goals and strategies, and ensuring the delivery of… more
- Unknown (New York, NY)
- Vice President of People About the Company AI-driven platform for automated service recall management in the automotive industry Industry Software Development Type ... software dealership software ai artificial intelligence recall automation mobile service mobile service app automated recall management...The VP of People will serve as a trusted advisor to the CEO and executive team, with a… more
- Unknown (New York, NY)
- …roadmap for a defined group of client businesses, and acting as an executive advisor to client VP and C-suite leaders. This role also involves directing the creation ... involves engaging with senior leadership across all agency departments to optimize service delivery and drive initiatives for scalable growth. Travel Percent Less… more
- Unknown (New York, NY)
- …for providing field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved parts of the ... be adept at analyzing sales data, managing a budget, and making recommendations to enhance sales and client service . Travel Percent 80% Functions Sales/Revenue more
- Unknown (New York, NY)
- …the effectiveness of the Chief Clinical Officer by acting as a trusted advisor and thought partner. The successful candidate will be responsible for streamlining ... should have a minimum of 5 years' of experience in healthcare, operations, consulting, service delivery, or strategy work, with a proven track record in a Chief of… more
- Unknown (New York, NY)
- …investments, and a career progression oriented toward becoming a trusted advisor in investment matters. Key responsibilities include sourcing and tracking real ... deliverables, monitoring market trends, and a commitment to high standards of service and communication. Candidates for the Vice President position should have a… more
- Unknown (New York, NY)
- …educate clients and outline data-driven recommendations * Develop and maintain trusted advisor relationships with new and existing executive clients * Support and ... at a reputable firm * 7+ years of experience leading client service -oriented projects, including direct engagement with executive-level stakeholders * Proven ability… more
- Unknown (New York, NY)
- …sports complexes multi-use facilities innovation technology guest experience and customer service About the Role The Company is seeking a Vice President, ... security measures that align with business objectives, serving as the primary advisor on cybersecurity risks to executive leadership, and ensuring compliance with… more
- Unknown (New York, NY)
- Vice President, Investment Banking About the Company Flourishing full- service investment bank Industry Accounting Type Privately Held About the Role The Vice ... and contribute to revenue growth. You will also act as a trusted advisor throughout the deal lifecycle, coordinate across internal teams and external advisors, and… more
- Unknown (New York, NY)
- …for managing relationships with the Board of Directors, investors, and external service providers. Applicants for the CFO position at the company should have ... management, knowledge of accounting standards, and experience in a regulated investment advisor environment. The CFO will also be involved in the strategic financial… more
- Unknown (New York, NY)
- …corporate and foundation donors. The VP will also serve as a strategic advisor , fostering a culture of philanthropy, and activating relationships with the Regional ... Familiarity with securing in-kind gifts and experience in a military or veteran service organization are also key qualifications. The VP will be expected to work… more
- Unknown (New York, NY)
- …software legal software cloud-based software time tracking invoicing case management software as a service and mobile app About the Role The Company is in search of ... building a culture of excellence and inclusion, and acting as a trusted advisor to executives and senior leaders. Applicants for the Global Vice President of… more
