- HSBC (New York, NY)
- Head of Financial Technology Coverage Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Office ... is to develop HSBC's business with clients in the Financial Technology sector. The ICG team provides the full...and a track record of C-Suite engagement and 'trusted advisor ' status + Strong risk management skills and a… more
- HSBC (New York, NY)
- …(Global Private Bank and Wealth) business financials with analysis to improve underlying financial performance acting as a trusted advisor to senior management, ... of pricing, revenues and cost of all products and the integration of financial and non- financial information will be key for the role holder to drive deep… more
- NetApp (New York, NY)
- …Candidate must reside in or around New York City.** **Industries: Financial Services** **Job Overview** **The ideal candidate profile:** Customer Obsession + ... implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. +...legal services, and access to discounts. Finally, we provide financial savings programs to help you plan for your… more
- Neuberger Berman (New York, NY)
- …serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… 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
- Pinkerton (Newark, NJ)
- …values of integrity, vigilance, and excellence. + Establish and maintain "trusted advisor " relationships with new and existing clients. + Regularly contact clients ... trends relative to fixed and variable costs and the financial impact of present and anticipated business activity. +...and maintain strong client relationships through a trusted risk advisor approach. + Serve as an effective team leader.… more
- SMBC (New York, NY)
- …as an advisor to SMBC business and functional departments for financial and risk management topics in connection with regulatory engagements including regulatory ... 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, including banking, leasing, securities, credit cards, and… more
- HSBC (New York, NY)
- …ancillary business and economic profits for the Group + Develop "Trusted Advisor " and "First Call" relationships for event-driven transactions by developing and ... brokers and healthcare + Significant experience with GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt /… more
- Neuberger Berman (New York, NY)
- …Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group ... internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- SMBC (Jersey City, NJ)
- 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, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...technology related risks. - Ability to act as trusted advisor to technology management using discretion and sound judgment… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (ie, brokers) for employer groups ranging from 3 to 499 ... employees. + Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor … more
- Neuberger Berman (New York, NY)
- …continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. + ... operations, front-office support, or middle office roles at a global asset manager or financial institution. (Buy Side experience is a must have) + 5+ years of… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …on team and organizational needs. + Partner with hiring managers as a trusted advisor , using data and storytelling to help them make well informed hiring decisions. ... continually looking for ways to improve efficiency, consistency, and prioritize financial stewardship. + Passionate about candidate experience and equity in hiring.… more
- Wyndham Hotels & Resorts (Parsippany, NJ)
- …skills include product strategy and architecture roadmap, business model and financial forecast, KPIs, market research and validation; tactical skills include ... products by development and operation teams. This role acts as a trusted advisor to clients, guiding them through digital transformation initiatives. This role leads… more
- Edward Jones (Mountain Lakes, NJ)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed, non-commission based, advisor… 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 ... commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (New York, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (New York, NY)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- TD Bank (Middle Village, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be a ... you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is… more
