- Bank of America (Stamford, CT)
- Market Leader - Advisor Development Program Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** **As a Market Leader for the Advisor Development Program (ADP), you will:** + Provide regulatory supervision and… more
- H&R Block (Lindenhurst, NY)
- **524505BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025....stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Neuberger Berman (New York, NY)
- …economic and industry trends, product and portfolio updates; offer clients accurate performance attribution, portfolio strategy , and market performance ... The RIA Client Advisor is responsible for furthering the growth of...strategic dialogue + Liaise with other internal teams (marketing, performance , analytics, operations, legal & compliance) to ensure client… more
- Citizens (New York, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... wealth management practice that provides a personalized wealth management strategy . + Enhance and preserve relationships with key partners...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- JPMorgan Chase (New York, NY)
- …manufacturers and mutual fund companies. JPMAM seeks a National Accounts Client Advisor (CA) to provide sales coverage to asset management firms, insurance companies ... marketing and distribution support programs. As a National Accounts Subadvisory Client Advisor within JPMAM, you will be responsible for establishing credibility and… more
- TD Bank (Merrick, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... as a mentor to new FAs, to ensure strong performance , collaboration and enthusiasm + Represents TD Wealth to...Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... as a mentor to new FAs, to ensure strong performance , collaboration and enthusiasm + Represents TD Wealth to...Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... **Desired Skills:** + Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Northwell Health (Lake Success, NY)
- …for all site HR activities. Partners with site leadership in HR strategy alignment and implementation. Facilitates change and ensures that core HR processes ... the HR resources they need to build skills, drive strategy and produce results. 4. Ensures accuracy, quality, timeliness,...and develops, with site leadership, optimal solutions that maximize performance . 6. Serves as a member of site department… more
- World Wide Technology (New York, NY)
- …ability in account planning, partner relationship management, and sales strategy execution. + Outstanding communication, presentation, and organizational skills. + ... an environment where all employees are empowered to succeed based on their skills, performance , and dedication. Our goal is to cultivate a culture of belonging that… more
- Kyndryl (New York, NY)
- …complex challenges? Then we have a unique opportunity for you as a Business Strategy Consultant. In this role, you will lead and guide dynamic consulting projects ... and providing innovative recommendations for enhancements and improvements. As a Business Strategy Consultant, you will have the opportunity to make a real impact.… more
- BlackRock (New York, NY)
- **About this role** **Sr. VP/Director, Marketing Strategy -Portfolio Design Service** **Our Team** BlackRock SMA Solutions manages over $208B, making it one of the ... seeking a mission-oriented teammate excited to expand our Whole Portfolio marketing strategy and messaging, marrying our managed models product offerings with our… more
- Publicis Groupe (New York, NY)
- …in other CJ functions to ensure client needs are met. The Client Growth Strategy Manager is the trusted advisor to our advertisers and collaborates with ... description** From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a...of our great perks! **Overview** As a Client Growth Strategy Manager, you are responsible for a portfolio of… more
- City of New York (New York, NY)
- …realize their goals. This position supports the executive team, the Executive Director for Strategy and HR Innovation works as an advisor , sounding board, and ... and possesses in-depth knowledge of daily operations. The Executive Director for Strategy and HR Innovation is responsible for relaying information between executive… more
- Citigroup (New York, NY)
- …Citi's Corporate Strategy and M&A function, serves as a trusted advisor to senior leadership to address high impact strategic issues across Citi's businesses ... Citi's Finance Division is comprised of various global functions, including Corporate Strategy and M&A, Treasury, Controllers, Financial Planning & Analysis, as well… more
- Kyndryl (New York, NY)
- …and skills. Joining us as part of our consult team as a **Junior IT Strategy Consultant** you will become the trusted advisor accountable for delivering highly ... **The Kyndryl Graduate Program & beyond** Your journey as a **Junior IT Strategy Consultant** will start with an immersive learning program, focused on building a… more
- Publicis Groupe (New York, NY)
- …data, analytics, and insights, content and creative production, communications and strategy , finance and marketing, and sociology, psychology, and other liberal arts ... disciplines. **Overview** The Associate Director of Strategy will lead strategic initiatives for one of the...* Develop full-funnel strategies that balance brand growth with performance outcomes. **Client Partnership:** * Serve as a trusted… more
- Google (New York, NY)
- …discipline. + Experience with contact center forecasting, workforce management, and performance management. + Experience in data analysis and modeling, including ... of our creators. Your work in this organization will directly impact support strategy and contribute to a thriving creator experience and ecosystem. By understanding… more
- TD Bank (Melville, NY)
- …Takes a One TD approach to delivery of Wealth Practice Management for Advisor and Manager support including advanced development and coaching + Ensures common ... recommendations aligned to multi business and/or organizational needs to enhance advisor production and manager supporting resources + Top level consultant role… more
- World Insurance Associates, LLC. (New York, NY)
- …Leadership team and key stakeholders to ensure delivery of Division performance expectations. + Supports Division Leaders, Unit Leaders, Division Service Leaders, ... + Drives accountability for growth results with each client advisor in the Division. + Promotes the sale of...of target accounts and spheres of influence, developing a strategy for the sales efforts required for a client… more