- Evolent (Albany, NY)
- …outcomes and a more connected care journey. We are hiring for a Part-Time Practice Performance Advisor to join our Evolent Care Partners Performance Team. ... for value-based care initiatives. **Collaboration Opportunities:** The Part-Time Practice Performance Advisor will travel throughout designated territory to… more
- Evolent (Albany, NY)
- …start-up and leave your mark on health care. **Collaboration Opportunities:** The Practice Performance Improvement Advisor will serve as the local expert and ... maturation of the assigned region for value-based care initiatives. The Practice Performance Improvement Advisor will travel throughout designated territory to… more
- Humana (Albany, NY)
- …Health Network Advisor will be accountable for leading the contracting strategy to support the implementation of Humana Healthy Horizon's (Medicaid) virtual care ... capabilities interrelate within the enterprise to develop and execute on network strategy . The Advisor exercises independent judgment and decision making on… more
- KeyBank (East Greenbush, NY)
- …New York 12061 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...year-over-year revenue. + Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. +… more
- Bank of America (Albany, NY)
- Market Leader - Advisor Development Program Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** **As a Market Leader for the Advisor Development Program (ADP), you will:** + Provide regulatory supervision and… more
- H&R Block (Hicksville, NY)
- **524594BR** **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
- KeyBank (Poughkeepsie, NY)
- …Poughkeepsie, New York 12603 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more
- Citizens (Brooklyn, 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
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market… more
- TD Bank (Merrick, 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 (White Plains, 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
- M&T Bank (Buffalo, NY)
- …needs, industry challenges, and various business problems. Works with technology, strategy , and innovation teams throughout the piloting process, from concept ... teams delivering emerging technology solutions to support the overall vision, strategy , and execution of the solution. **Primary Responsibilities:** + Define the… more
- M&T Bank (Buffalo, NY)
- …within the Bank. Works closely with key team members, including heads of Strategy , Product, Engineering, and Operations, as well as a broader group of internal ... opportunities for improvement. Communicate progress on key priorities and overall performance as appropriate. + Design and manage proof of concept development… more
- Northwell Health (Lake Success, NY)
- …for all site HR activities. Partners with site leadership in HR strategy alignment and implementation. Facilitates change and ensures that core HR processes ... the HR resources they need to build skills, drive strategy and produce results. 4. Ensures accuracy, quality, timeliness,...and develops, with site leadership, optimal solutions that maximize performance . 6. Serves as a member of site department… 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