Trusted Advisor Jobs in New York City, NY
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Looking for Trusted Advisor jobs in New York City, NY? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the New York City, NY area.
Pharmacy Technician
Company: CVS Health
Location: New Castle, IN
Posted Jan 24, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.
Sr Director, GTM Strategy & Planning - MLF
Company: Thomson Reuters
Location: New York, NY
Posted Jan 24, 2025
The Sr Director, GTM Strategy & Planning - MLF role at Thomson Reuters involves supporting subsegment leadership and operations, driving the creation and measurement of sub-segment OKRs, and facilitating leadership meetings. The role requires strategic thinking, analytical skills, and strong financial acumen. The individual will lead organic and inorganic growth initiatives, internal communications, and C-Level reporting. They will also liaise with commercial, product, and other key partners to assess, implement, and track key initiatives. The role demands GTM experience, customer centricity, and leadership skills. In return, Thomson Reuters offers a comprehensive benefits package, including flexible work arrangements, mental health days, and a focus on wellbeing, diversity, and inclusion.
Sales Development Representative
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Jan 24, 2025
Financial Advisor - Paid Training Provided
Company: Edward Jones
Location: Shirley, NY
Posted Jan 24, 2025
Head of Tax Services (Hybrid - Flexible Options)
Company: Broadridge
Location: New York, NY
Posted Jan 24, 2025
Broadridge is seeking a visionary leader for a high-impact role in Client Reporting Services. The successful candidate will report to the President, driving strategic direction, leading a global team of 200, and growing the business. Key responsibilities include expanding product offerings, leveraging emerging technology, delivering superior client service, and driving thought leadership. The ideal candidate will have a Bachelor's degree (Master's preferred), 8-10 years of leadership experience in client reporting, and a proven track record in financial services, digital product development, and sales. Strong analytical skills, business acumen, and change management skills are essential. The compensation range is $250,000-$280,000, and the role is bonus-eligible.
Senior Solution Consultant
Company: Thomson Reuters
Location: Long Island, NY
Posted Jan 24, 2025
The Sr. Solution Consultant role at Thomson Reuters involves understanding complexities of Corporate Tax Departments, showcasing ONESOURCE solutions, and partnering with stakeholders for successful demonstrations. Key responsibilities include maximizing sales, driving revenue growth, and efficiently communicating tax technology benefits. The role requires a consultative approach, strong interpersonal skills, and expertise in indirect tax automation, tax compliance, and business process technology. Thomson Reuters offers comprehensive benefits, a culture of equality and diversity, and opportunities for professional growth.
J.P. Morgan Wealth Management - Private Client Investment Associate - New York, NY
Company: JPMorgan Chase
Location: New York, NY
Posted Jan 24, 2025
J.P. Morgan Chase is seeking a Private Client Investment Associate for JPMorgan Wealth Management. The role involves providing exceptional client service, operational marketing, and administrative support. Key responsibilities include supporting Advisors' business operations, building and maintaining client relationships, managing account reviews, and engaging in risk management. The ideal candidate will have a Series 7 license, and must obtain Series 66 (63/65), and Life and Health Insurance licenses within 60 days of starting. The company offers a competitive total rewards package, comprehensive benefits, and a diverse, inclusive work environment.
Trust & Estate Specialist - MSPWM Team Global - VP/ED
Company: Morgan Stanley
Location: New York, NY
Posted Jan 24, 2025
J.P. Morgan Wealth Management - Private Client Advisor -Brooklyn, NY (Brooklyn South)
Company: JPMorgan Chase
Location: New York, NY
Posted Jan 24, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a commitment to goals-based planning. They must possess a Series 7 and Series 66 (63/65) license, and preferably a Life, Health, and Long Term Care Insurance license. A Bachelor's degree is preferred but not required. The role offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. J.P. Morgan Chase values diversity and inclusion, and is an equal opportunity employer.
Senior Solution Consultant
Company: Thomson Reuters
Location: New Orleans, LA
Posted Jan 24, 2025
The Sr. Solution Consultant role at Thomson Reuters involves understanding complexities of Corporate Tax Departments, showcasing ONESOURCE solutions, and partnering with stakeholders for successful demonstrations. Key responsibilities include maximizing sales, driving revenue growth, and efficiently communicating tax technology benefits. The role requires a consultative approach, strong interpersonal skills, and expertise in indirect tax automation, tax compliance, and business process technology. Thomson Reuters offers comprehensive benefits, a culture of equality and diversity, and opportunities for professional growth.
IFS Cloud Solution Architect, Senior Manager
Company: PwC
Location: Kansas City, MO
Posted Jan 24, 2025