- Charles Schwab (Jersey City, NJ)
- …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the … more
- NetApp (New York, NY)
- …Candidate must reside in or around New York City.** **Industries: Financial Services** **Job Overview** **The ideal candidate profile:** Customer Obsession + ... implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. +...legal services, and access to discounts. Finally, we provide financial savings programs to help you plan for your… more
- Neuberger Berman (New York, NY)
- …serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- United Nations Federal Credit Union (New York, NY)
- …and engage in diligent problem solving. Take responsibility for resolving members' financial inquiries. Ensure compliance with federal and state laws and regulations ... excellence behaviors. Utilize the service excellence model to become a trusted advisor and deepen member connections by identifying members' needs and presenting the… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Capco, a Wipro Company (New York, NY)
- …Team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ... driving product innovation have made us sought after thought leaders in the financial services industry. Our global team of specialized consultants partners with a… more
- SMBC (New York, NY)
- …as an advisor to SMBC business and functional departments for financial and risk management topics in connection with regulatory engagements including regulatory ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and… more
- Capco, a Wipro Company (New York, NY)
- …the Capco Technology Delivery Center, we are dedicated to the financial services industries. Our professionals combine innovative thinking with unrivalled industry ... As an **AI Transformation Managing Principal** , you will guide financial services clients through their AI transformation journeys-defining strategy, shaping… more
- Principal Financial Group (New York, NY)
- …**Operational Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund operations, shareholder ... fund operations teams to ensure appropriate controls exist to prevent financial losses, regulatory penalties, or reputational damage. **Risk Framework & Governance**… more
- Neuberger Berman (New York, NY)
- …continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. + ... operations, front-office support, or middle office roles at a global asset manager or financial institution. (Buy Side experience is a must have) + 5+ years of… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …on team and organizational needs. + Partner with hiring managers as a trusted advisor , using data and storytelling to help them make well informed hiring decisions. ... continually looking for ways to improve efficiency, consistency, and prioritize financial stewardship. + Passionate about candidate experience and equity in hiring.… more
- SMBC (Jersey City, NJ)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...technology related risks. - Ability to act as trusted advisor to technology management using discretion and sound judgment… more
- Merck & Co. (Rahway, NJ)
- …principles are interpreted properly and consistently applied; our company's external financial reporting is accurate, adhering to regulations, can be relied upon ... accounting guidance.-The individual in the role is a trusted business partner/ advisor to a variety of groups including, tax, treasury, business development, the… more
- Jet Aviation (Teterboro, NJ)
- …seeking a dynamic, business-minded Client Aviation Director to serve as the trusted advisor for our most discerning clients. Located at our flagship FBO, this ... full-spectrum advisory role sits at the intersection of aviation expertise, financial stewardship, and client advocacy, while representing a globally renowned brand.… more
- Pinkerton (Elizabeth, NJ)
- …values of integrity, vigilance, and excellence. + Establish and maintain "trusted advisor " relationships with new and existing clients. + Regularly contact clients ... trends relative to fixed and variable costs and the financial impact of present and anticipated business activity. +...and maintain strong client relationships through a trusted risk advisor approach. + Serve as an effective team leader.… more
- Wyndham Hotels & Resorts (Parsippany, NJ)
- …skills include product strategy and architecture roadmap, business model and financial forecast, KPIs, market research and validation; tactical skills include ... products by development and operation teams. This role acts as a trusted advisor to clients, guiding them through digital transformation initiatives. This role leads… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed, non-commission based, advisor… more
- Thrivent Financial (Newark, NJ)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of ... commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (New York, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (New York, NY)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
