- Santander US (New York, NY)
- Financial Advisor - Centralized , NY, NY New York, United States of America The Financial Advisor - Centralized is responsible for identifying ... compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- JPMorgan Chase (New York, NY)
- …team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers. As a Vice President, Field Leadership Strategy Advisor ... comprehensive solutions for every client. The Practice Management and Advisor Development team, a highly visible team with significant...field + At least 5 years of experience in financial services + Proven experience in a leadership role… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Amazon (New York, NY)
- …fintech, and lending space. This is a unique opportunity to join a centralized team that manages strategic partnerships across all Amazon businesses. You will be ... This includes creating deals which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You will interact with… more
- TD Bank (New York, NY)
- …for and trades executed in the TDPCW Broker Dealer and Registered Investment Advisor , as well as our fixed annuity insurance platforms. In addition, the Principal ... to help identify trends areas of concern * Executes centralized control report activity used to issue inquiries to...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- Amazon (New York, NY)
- …working on deals and projects which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You will interact with senior ... expertise and ability to develop conviction independently - Act as a trusted advisor to internal executives at Amazon Basic Qualifications - Bachelor's degree (MBA… more
- Amazon (New York, NY)
- …to: * Build strong relationships with your Selling Partners; be a trusted advisor and thought leader in defining success criteria and understand business needs of ... skills and the ability to work independently while using centralized resources, policies and procedures. * Develop a thorough...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Amazon (New York, NY)
- …limited to: * Build relationships with your Selling Partners; be a trusted advisor and thought leader in defining success criteria and understand business needs of ... skills and the ability to work independently while using centralized resources, policies and procedures * Develop a thorough...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you… more
- MTA (Jamaica, NY)
- …& the MTA Code of Ethics. As such, you will be required to complete a Financial Disclosure Statement that will be provided to you by the New York State Joint ... to Engineering system failures and derailments. Coordinate and develop centralized Engineering report for multi-division investigations, including after-action response,… more