- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard ... relationships for special needs trusts, conservatorships and guardianships. This...participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as… 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 financial ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...1. Resident Empowerment: Center your efforts on the voices, needs , and leadership of residents in all aspects of… more
- City National Bank (New York, NY)
- …Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform ... for coding/tax treatment accuracy. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary discretion… more
- City National Bank (New York, NY)
- …reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the Wealth Advisors, that may be repetitive ... servicing. * Participate in profiling across the full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored… more
- Palo Alto Networks (New York, NY)
- …we respect each employee as a unique individual. Knowing we all have different needs , our development and personal wellbeing programs are designed to give you choice ... opportunities to align Palo Alto Networks' product capabilities to client needs uncovered during assessments. This role requires deep technical and architectural… more
- Palo Alto Networks (New York, NY)
- …we respect each employee as a unique individual. Knowing we all have different needs , our development and personal wellbeing programs are designed to give you choice ... will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos...and strategic solutions to align company resources with customer needs + Bachelor of Science or Business. MBA strongly… more
- CIBC (New York, NY)
- …to our mobile banking applications, enabling them to better manage their banking needs . + **Strategic Minded** - You'll build and execute on communication strategies ... CIBC clients. + **Relationship Management** - You'll create trusted advisor relationships. Who You Are + **You put our...self to work and you live our values - trust , teamwork and accountability. + **You have a degree/diploma**… more
- US Bank (New York, NY)
- …tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk ... and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net… more
- Sprinklr (New York, NY)
- …Promote product usage across teams and markets. + **Build Relationships** - Establish trust with clients and key stakeholders. + **Be a Strategic Partner** - Provide ... Ensure customers gain maximum value from the platform. + Translate customer needs into Sprinklr solutions. + Optimize configurations and manage change throughout the… more
- CIBC (New York, NY)
- …-** Foster relationships across US strategic business units, becoming an advisor on risk-related matters and provide support where needed, including regulatory ... range of benefits and programs to meet our employee's needs ; including Medical, Dental, Vision, Health Savings Account, Life...and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members._ **What CIBC… more