- Santander US (New York, NY)
- Financial Advisor - Centralized , NY, NY Country: 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
- Santander US (Edison, NJ)
- Financial Advisor - Centralized , Edison, NJ Edison, United States of America USA Job Family Description: Identifies and pursues new sales prospects within ... by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation Strong relationship management and… more
- TD Bank (Forest Hills, NY)
- …details for 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 advisors or planners who will be selling investment...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- JPMorgan Chase (New York, NY)
- …both leaders and advisors in the branch, in the field & HNW space, and centralized advisor centers. This is a highly visible team with extensive interaction with ... of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter...field + At least 5 years of experience in financial services + Proven experience in a leadership role,… more
- CUNY (Brooklyn, NY)
- Onboarding Academic Advisor (aHEO) - STAR Center **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a ... City Tech welcomes applications for the position of Onboarding Advisor to join our team. The STAR Center is...STAR Center at City Tech provides academic information and centralized advising services to all undergraduate students, clarifying degree… more
- CUNY (Queens, NY)
- Academic ASAP Student Advisor **POSITION DETAILS** Founded in 1971 in Long Island City, Queens, LaGuardia Community College is one of seven community colleges of the ... a Hispanic-Serving Institution (HSI). Sixty-six percent of LaGuardia students receive financial aid. Slightly less than half attend part-time, often because they… more
- Morgan Stanley (New York, NY)
- … Planning Group, National Sales and Field Training organizations, and the Sales/ Financial Advisor /Sales Support Professional population in general. The team ... Financial Planning Product team, Regional Planning Managers and Financial Planning Directors, and centralized Financial...design and deliver onboarding and training programs for new Financial Advisor programs, including Financial … 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
- Bank of America (New York, NY)
- …Wealth Advisor business practices in ways that minimize regulatory, financial , and reputational risks. **Required Skills:** " **MUST** " have these skills ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Neuberger Berman (New York, NY)
- …Assistant will provide comprehensive operational support to a seasoned Wealth Advisor Team at Neuberger Berman Private Wealth. Additionally, the candidate will ... rotational role within the department, assisting various Portfolio Management or Wealth Advisor Teams as needed. This position provides broad exposure to Neuberger… more
- Morgan Stanley (Purchase, NY)
- …investors and small to medium-sized businesses and institutions covering: financial advisor -led brokerage and investment advisory services; self-directed ... Morgan Stanley is a global financial services firm that maintains significant market positions...and compliance with regulatory and Bank expectations. * Perform centralized risk oversight responsibilities and collaborate with Share Services… more
- Morgan Stanley (Jersey City, NJ)
- …the integration of data assets to create a unified customer experience between digital, financial consultant and financial advisor channels * Be the product ... owning the integration of data across digital direct and financial advisors. The ideal candidate would have deep expertise...* Define, implement, and manage the business logic for centralized curated and derived data assets along with ODL… 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
- Synchrony (New York, NY)
- …and optimization), reporting governance, as well as serving as the liaison with centralized analytical teams for Digital and Product. This role will be part of ... to ensure business profitability + Act as a trusted advisor to solve complex business problems and provide actionable...management, marketing, or loyalty programs in credit card and/or financial service business, or credit card risk strategy. +… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Amazon (New York, NY)
- …customer behavior and sales performance. The successful candidate will be a trusted advisor to Global Mile sales leaders across the US & EMEA. Their insights ... on investments, opportunities, and performance. You will collaborate with our centralized Business Intelligence and Data Engineering team to leverage existing data… 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
- Morgan Stanley (New York, NY)
- …to create a unified customer experience between digital, relationship managers, and financial advisor channels -Enable the migration and consolidation of Morgan ... Marketing Analytics teams. *_Responsibilities:_* -Design, build, and manage state-of-the-art centralized client engagement products and capabilities leveraging data, analytics… more
- Morgan Stanley (Jersey City, NJ)
- …the integration of data assets to create a unified customer experience between digital, financial consultant and financial advisor channels. Be the product ... making and analytics. Define, implement, and manage the business logic for centralized curated and derived data assets along with ODL creation techniques and… 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