- Bank of America (Stamford, CT)
- …and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: ... Market Leader - Advisor Development Program Stamford, Connecticut **Job Description:** Merrill...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- H&R Block (Lindenhurst, NY)
- …and making everyone feel like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan ... **524505BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...** means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of… more
- M&T Bank (Hauppauge, NY)
- …on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Citizens (Manhasset, 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 ... growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.… more
- TD Bank (Melville, NY)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors ... matter where they work, are customer facing. As we build our business and deliver on our strategy , we are innovating to enhance the customer experience and build… 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 ... planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement… more
- Guardian Life (Stamford, CT)
- …organization, focusing on leadership needs and key themes identified as part of the business strategy and organizational and talent review processes. + Play an ... and ability to create and implement human capital initiatives that enable the business strategy . + The ability to work effectively within the organization's… more
- HUB International (Melville, NY)
- …to join our HR leadership team. This role is pivotal in aligning HR strategy with business objectives, fostering a high-performance culture, and driving talent ... to develop and implement HR strategies that align with business goals. + Serve as a trusted advisor... business goals. + Serve as a trusted advisor to senior leaders on workforce planning, talent development,… more
- CBRE (Stamford, CT)
- …of all client-facing meetings, and contract negotiations. Acts as a thought partner and advisor to the business lines in their own specific marketing and ... Business Development Director: NY, NY- Stamford, CT- East...to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy , and Workplace Experience. About the role Job Summary… more
- TD Bank (Melville, NY)
- … business requirements + Makes comprehensive recommendations aligned to multi business and/or organizational needs to enhance advisor production and manager ... + Role requires knowledge and expertise across areas of advisor sales process, support, business management, and...they work, are customer facing. As we build our business and deliver on our strategy , we… more
- Deloitte (Jericho, NY)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk… more
- Deloitte (Jericho, NY)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do...and help clients optimize their tax functions and take strategy to the next level. (1) Learn more about… more
- Deloitte (Jericho, NY)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do...and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte… more
- ADP (Melville, NY)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...and reach sales goals by implementing a top-down sales strategy . + **Turn Prospects into Loyal and Referring Clients:**… more
- Robert Half Office Team (Melville, NY)
- Description Overview We are seeking experienced and adaptable Contract HR Business Partners to collaborate with leadership teams and deliver strategic workforce ... solutions across industries. The HR Business Partner (HRBP) role is ideal for professionals skilled...Employee Relations and Engagement + Serve as a trusted advisor to managers and employees by fostering open communication,… more
- Deloitte (Stamford, CT)
- Are you a business development professional with a passion for leveraging relationships to drive revenue growth opportunities? Do you thrive on coaching and ... progress, and track action items. + Be a trusted advisor to the office and growth leaders in your...growth efforts. + Help develop and execute internal communications strategy in support of the market's A&A growth program… more
- Bank of America (Melville, NY)
- …is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded ... staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires,… more
- Foresters Financial Services (Westbury, NY)
- …This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience ... products including ESAs and 529 plans + Asset allocation strategy + Time value of money + Prospecting and...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- ADP (Stamford, CT)
- …**Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and ... company that offers autonomy to run a book of business , flexibility to make your own schedule, and gives...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Forrester (Norwalk, CT)
- …that will drive client growth in the age of the customer. As a trusted advisor to business and technology C-suite leaders, you will build long-term relationships ... trusted to work on trailblazing, mission critical problems that business and technology leaders face today. That's why we're...and enrichment goals. + Lead the development of a strategy and plan for the growth of premier accounts… more