- Intuit (Orangeburg, NY)
- …Live - Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- HSBC (New York, NY)
- …legal risk and issue advisory. Responsible for providing comprehensive legal advice to senior management and all global businesses and functions, the team offers a ... define, manage and achieve divisional business targets. As our Senior Legal Counsel, Markets and Regulatory you will: +...are identified, reported and mitigated + Be a trusted advisor to the businesses and functions in the US… 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)
- …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 financial efforts for a diverse portfolio of business development...projects, joint ventures, partnerships, and affiliations. Key Responsibilities: + ** Financial Business Development** : + Provide financial … more
- Tradeweb (New York, NY)
- …Processing Activities (RoPAs) and ensure audit readiness. + Act as a trusted advisor to senior management on emerging risks and regulatory expectations. ... trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset… 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, ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...clearly articulate results, conclusions and recommendations for review with senior audit management and auditees. + Challenge the ongoing… 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
- 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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … 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 customer-facing presentations and demonstrations. You will leverage your deep expertise in specific solutions to support the entire sales cycle, from identifying opportunities to post-sale customer support. Additionally, you will assist customers in… more
- Bank of America (New York, NY)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- Bank of America (New York, NY)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
- CUNY (New York, NY)
- Academic Senior Advisor - Pre-Health Professions **POSITION DETAILS** The Academic Senior Advisor will report to the Academic Advising Director in the ... and allied health professions. In addition to the CUNY Title Overview, the Academic Senior Advisor for Pre-Health Advising will be responsible for the following… more
- City of New York (New York, NY)
- …almost 88,000 individuals (single adults, adult families, and families with children). The Senior Advisor for the First Deputy Commissioner of the Department of ... advising on policy and programmatic initiatives and fostering cross-departmental collaboration. The Senior Advisor reports directly to the DHS First Deputy… more
- Citigroup (Greenburgh, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Nanuet, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (White Plains, NY)
- **Job Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- City of New York (New York, NY)
- …Chief Medical Officer, which sits in the CHECW division, seeks to hire a Senior Advisor , Maternal Mental Health and Epidemiologist, Office of Chief Medical ... Officer. Reporting to the Deputy Chief Medical Officer, the Senior Advisor , Maternal Mental Health and Epidemiologist...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- Zurich NA (New York, NY)
- Senior Compliance Advisor 125662 **Let's grow together!** Zurich Cover-More is one of the world's largest travel insurance and assistance providers and part of ... providers and leading retailers. **What's the job?** As our Senior Compliance Advisor for Zurich Cover-More North...in compliance, legal, or risk roles within insurance or financial services. + You will have a solid understanding… more
- City of New York (New York, NY)
- …Problems You'll Solve As a member of the Intergovernmental Affairs (IGA) team, the Senior Advisor for Federal Affairs will: - Prepares the City's Federal Agenda ... the flow of key information to CH and Federal officials. - Regularly briefs senior staff, OMB, and other high-level City officials on legislative and budget issues.… more
