- Northwell Health (Manhasset, NY)
- …internal stakeholders to recommend growth initiatives. * Serves as technical advisor to management as needed; Collaborates with internal stakeholders to organize ... and analyze information related to business models for new initiatives. * Provides technical guidance in terms of evaluating the likely financial impact of proposed… more
- Cardinal Health (Albany, NY)
- …States. Candidates must be able to work within the EST or CST business hours._ **_What Pricing Strategy contributes to Cardinal Health_** Revenue Management ... for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at… more
- Capital One (New York, NY)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Edward Jones (Port Jefferson, NY)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...branch, and positively impact communities in alignment with firm strategy . Our Associate Financial Advisors are an essential part… more
- Tompkins Community Bank (Pittsford, NY)
- …and guidance to colleagues. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals ... plans using structured processes and planning software. + Assemble and lead cross-functional client strategy teams. + Act as a key advisor and resource to team… more
- Microsoft Corporation (New York, NY)
- …Microsoft technologies by plotting the strategic, long-term vision of the customer's/partner's business strategy and driving appropriate actions to bring it to ... stakeholders at assigned customer. + Acts as an industry advisor to the executive-level business decision makers... business by applying deep understanding of their business strategy , market dynamics, relevant technology trends… more
- JPMorgan Chase (New York, NY)
- …Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll play a key role in ... JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy...and prequalification programs for advisors, ensuring alignment with the business ' strategic goals and enhancing advisor effectiveness.… more
- JPMorgan Chase (New York, NY)
- … tools on the Sales Strategy and Support team, you will own the business prioritization and roadmap for Advisor Tools in Chase Wealth Management. This teams ... strategically to business objectives and ensure tools are built with advisor behavior and practice management fundamentals at the forefront. + Own field testing,… more
- KeyBank (Mahopac, NY)
- …staff. + Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business , lead lists, and closing on ... New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...year-over-year revenue. + Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. +… more
- JPMorgan Chase (New York, NY)
- …into clear, actionable narratives. You will operate at the intersection of business strategy , advanced analytics, and HR leadership, driving data-driven outcomes ... HR functions + Establish the function as a trusted advisor to senior executives, including HR business ...10+ years of progressive experience in analytics, data, and business strategy within a large, complex, global… more
- JPMorgan Chase (New York, NY)
- …that ultimately help advisors service their clients and continue to grow their business . This includes owning the strategy and implementation of goals-based ... **About The Team:** The JP Morgan Wealth Management Business fits into the larger Consumer Business...of solutions for every client. The **Practice Management and Advisor Development team** is responsible for delivering subject matter… more
- Citigroup (New York, NY)
- Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The ... Wealth business delivers solutions to help meet the wealth needs...critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- SAP (New York, NY)
- …Do** The Value Advisor is a strategic role supporting general industry business to grow sales, pipeline, customer adoption and satisfaction. The Value Advisor ... with senior business executives and provides a business process and industry perspective, develops business ...thought leadership to support sales cycles. In addition, the Advisor will drive pipeline growth and contribute to building… more
- TD Bank (Middle Village, NY)
- …who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) ... of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once...they work, are customer facing. As we build our business and deliver on our strategy , we… more
- Tompkins Community Bank (Mount Kisco, NY)
- …plans using structured processes and planning software. + Assemble and lead cross-functional client strategy teams. + Act as a key advisor and resource to team ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...a dynamic and client-focused environment. Position Goals: + Drive business development and client acquisition by cultivating relationships with… more
- Nuveen Investments (Albany, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...+ Working in a team environment, grows book of business through identifying value-add products and services for clients… more
- JPMorgan Chase (New York, NY)
- …Owner in GAIS, you will be aligned with the rapidly growing Alternatives business within AWM, focused on building digital solutions that help clients discover and ... engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending… more
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... defined in the business plan. This involves being the primary contact for...to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. + Regularly meets… more
- Cisco (New York, NY)
- …ROLE MAY BE PERFORMED ANYWHERE IN THE USA MEET THE TEAM As a Business Value Consultant, you will develop and implement strategies that build pipeline opportunities, ... the key buying centers and into the lines of business . Strategic priorities and execution will be governed by...Value alignment, definition, creation + Attend forecast calls, deal strategy , planning and review calls + Meeting with Economic… more