- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program .**Job Description**As a Thrivent Financial advisor ... Financial Advisor - New York City Metro page is...ability to serve clients in your chosen community.* Make client appointments by leveraging your network and Thrivent's reputation,… more
- Banco Santander SA (New York, NY)
- …Want to Talk to You! The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Brooklyn, NYCountry: United States of...meetings, training initiatives, and planning sessions related to the development and growth of the program . *… more
- TD Bank (New York, NY)
- …NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based ... advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents* Ability to partner and… more
- Eclipse Recruiting Solutions (New York, NY)
- …Networking Relationship Model. Through an intensive Sales Leadership and Director Development Program , which includes multiple workshops, three National ... Job Description Siegfried is adding Business Development professionals to its National Market Sales Team...to be an ambitious, well‑connected Sales Professional and Leadership Advisor to financial executives at Fortune 1000 companies. The… more
- CAMBA (New York, NY)
- …precautions. Communicate with peers in other CAMBA programs on issues related to client progress and best program practices. Work with direct reporting staff ... ensure quality service delivery to clients. Ensure that all client files and program files are kept...Oversee onsite and organize offsite training opportunities for professional development of staff. Confer with the Assistant Program… more
- Morgan Stanley (New York, NY)
- …Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily ... The Director of Investments is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible for… more
- Trov (New York, NY)
- …teams. This community drives business growth and ensures every Pave client achieves transformative results with compensation intelligence. Our go‑to‑market engine ... total rewards communication. The rev ops team optimizes our entire client lifecycle using data‑driven insights, while marketing translates complex compensation… more
- Marsh, Berry & Company, Inc (New York, NY)
- …prospects in the Specialty Insurance Distribution market. This includes Program Managers, Wholesale Brokerage, InsurTech, Managing General Agents (MGAs), Managing ... General Underwriters (MGUs), and Risk Retention Groups. Responsibilities: Serve as client -facing lead on merger and acquisition projects and financial consulting… more
- Control Risks (New York, NY)
- …States. To win a significant increase in retained and panel work, transforming our client traction and market penetration. To lead on the delivery of complex cyber ... To recruit, develop, and manage high quality crisis management, technical forensics and client -facing resources. To work seamlessly with our global lead for CIR in… more
- Blue Matter (New York, NY)
- …of accountability, innovation, and technical excellence. Client Engagement & Business Development (30%) Serve as a strategic advisor to senior life sciences ... stakeholders. Strengthen and expand East Coast client relationships. Lead proposal development , capability presentations, and account growth efforts. Translate… more
- Banque Nationale du Canada (New York, NY)
- …of sector focus. Additionally, they have demonstrated experience as a trusted advisor to industry participants. Your Job As an Investment Banking Vice President, ... capital markets transactions; Managing the preparation of presentations and other client materials for clients; Overseeing the building of, and maintaining complex… more
- DailyPay (New York, NY)
- …influence leaders to champion our people programs, including everything from talent development and performance management. This role isn't about following a rigid ... and routine. You'll work with a wide range of client groups, with various leaders requiring various levels of...You Will Make an Impact: Serve as a trusted advisor and strategic business partner to senior leaders in… more
- Darkroomagency (New York, NY)
- …Ops and partners closely with Paid Media, Social Commerce, Digital Product, and Client Strategy to shape the creative engine behind Darkroom's growth programs. What ... high‑performance ads 2. Creative Strategy & Omnichannel Campaigns Lead concept development for multi‑platform campaigns across DTC, retail, Amazon, CTV, social… more
- Ernst & Young Oman (Stamford, CT)
- …or program value, finance, budget and quality management System Development Lifecycle Technology Landscape Building and Managing Relationships Client Trust ... with high-performing teams that drive growth and deliver exceptional client service while doing your part to build a...value and efficiency. As a Manager in Technology Transformation Program Delivery, you will have the opportunity to lead… more
- Gartner (Stamford, CT)
- …we stay ahead in any environment. By collaborating with leaders across corporate development , product, program , sales, and conferences leadership, we keep the ... the team: The Conferences Strategy team is a trusted advisor and strategic partner for the Conferences business. We...GLT and senior leaders in a fast-paced environment. Talent Development : Coach, develop, and manage early career talent to… more
- CBIZ Employee Services Organization (Greenwich, CT)
- …Range $200,000 - $450,000 Essential Functions and Primary Duties Demonstrate proactive client contact; viewed as a trusted business partner Expand business practice; ... existing clients including cross serving opportunities Coach staff on business development strategies Could have direct profit responsibility for specialty practice… more
- Bank of America (Garden City, NY)
- Advisor Development Program Client Associate Garden City, New York **To proceed with your application, you must be at least 18 years of age.** ... Advisor - Development - Program - Client -Associate\_26000638) **Job Description:** ** Advisor Development Program Client Associate**… more
- JPMorgan Chase (New York, NY)
- …full suite of solutions for every client . The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all ... improve client experience. The Practice Management and Advisor Development team supports both leaders and...leadership alignment and milestone completion. **Job Summary:** As the Program Specialist on the Advisor Development… more
- James Perse Los Angeles (New York, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... set forth by the company with a focus on client development and client sales....standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit, reinforce client development to grow outreach business. **Sales:** + Deepen the… more
