- Intuit (Hackensack, NJ)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... and self-driven with a business ownership mindset to grow your customer portfolio . Exceptional customer service skills, high empathy, and a friendly, professional… more
- Neuberger Berman (New York, NY)
- …clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building ... presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …our patients, employees, and communities. We are currently hiring for the ** Senior Director, Finance, Business Development** position. In this role, you will ... collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development initiatives. You will drive all… more
- SMBC (New York, NY)
- …incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC's Special Credit Group ... Product team. Among other activities, the person will monitor and manage a portfolio of assigned distressed Project Finance, manage the credit cost, and work… more
- SMBC (New York, NY)
- …to identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Overview** SMBC is seeking an experienced… more
- Gresham Technologies PLC (New York, NY)
- …relationships with senior stakeholders at enterprise clients; become a trusted advisor and advocate. Account Strategy & Growth: Develop account plans to drive ... will be responsible for owning the end-to-end relationship with a portfolio of high-value enterprise clients. You'll work cross-functionally with product,… more
- Wyndham Hotels & Resorts (Parsippany, NJ)
- …projects move smoothly from concept to completion. You'll act as an advisor and liaison between hotel owners, interior designers, and Wyndham's internal teams. ... your opportunity to make a meaningful impact across our portfolio . **What you'll do** Design Review & Support +...+ Participate in meetings and presentations with owners and senior leadership. + 10%-20% Travel to properties and project… more
- Citigroup (New York, NY)
- …ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment ... **Be a strategic partner** **to broader CIO Team** (research, portfolio management, the Lab, product) on messaging, advisor...the Global Investment Committee** , a management team of senior thought leaders who provide the strategic and tactical… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure...* Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management… more
- SAP (New York, NY)
- …New York SAP, a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to ... Innovation Management (BRIM) and Configure, Price, Quote (CPQ) solutions. As a trusted advisor , you will engage C-level executives and senior stakeholders, align… more
- City of New York (New York, NY)
- …You'll Solve This position is based out of the Albany, NY Office. The Senior Advisor will be assigned a portfolio of City agencies and be responsible for all ... activity, hearings and member requests related to the specific agencies. The Senior Advisor will act as a liaison between the Mayor's Office, agencies, and… more
- Citigroup (Paramus, NJ)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many… more
- SAP (New York, NY)
- …SAP Cloud applications and technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for any solution or product questions ... in enabling them to articulate a clear value proposition around our solution portfolio . + Engage with our sales and demand organizations to provide solution… more
- The Cigna Group (New York, NY)
- …the Office of the COO and collaborate closely with Communications Colleagues and senior leaders across the enterprise to ensure alignment with The Cigna Group's ... documents, and post-event recaps. + Provide strategic counsel to the COO and senior leadership on message positioning, tone, and delivery. + Ensure consistency of… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within our Commercial Banking group. This is a great opportunity ... **In this role, you will:** + Act as an advisor to senior leadership, clients, and credit...to leadership **Required Qualifications:** + 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or… more
- KeyBank (Tarrytown, NY)
- …growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors ... and modifies investment portfolio construction in accordance with client objectives and investment...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- Turner & Townsend (New York, NY)
- …**Job Description** **Turner & Townsend** is seeking an experienced and proactive ** Senior Construction Scheduler** to join our **Program Advisory** team. This role ... will support a high-value, multi-site data center construction portfolio , providing expert-level scheduling and project controls leadership across a complex,… more
- Dow Jones (New York, NY)
- Summer 2026 Internship - Barron's Advisor Intern Application Deadline: November 14, 2025 We encourage you to submit your application as early as possible, as ... and today operates one of the world's largest news-gathering networks. Our portfolio includes leading publications and products such as The Wall Street Journal,… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... alternatives with traditional asset classes including portfolio planning tools, performance reporting, and marketing of new opportunities. We are early in our… more
