- H&R Block (New York, NY)
- **524504BR** **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 (Ridgewood, 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 (New York, 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
- 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
- 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
- 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
- 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
- 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
- TD Bank (New York, NY)
- …the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary ... generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials,… more
- CBRE (New York, NY)
- …Alliance Director (Global) manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... the following: **P&L, Contract Management and Governance:** + Accountable for financial performance of global, 3X account + Indirectly leads the resources to deliver… more
- Bank of America (New York, NY)
- …Senior Investment Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management philosophy through ... the development of portfolio strategy , and leading a sound investment management process. Would...client goals and strategies. Oversee preparation and present client performance review reports to measure progress to goals. Serves… more