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.
Director - Mexico Payments Technology
Company: JPMorgan Chase
Location: Mexico City, Mexico
Posted Jan 24, 2025
Traveling Embryologist
Company: Kindbody
Location: New York, NY
Posted Jan 24, 2025
Kindbody, a leading fertility clinic network, is seeking a Traveling Senior Embryologist. The role involves performing assisted reproductive technology methods, maintaining accurate laboratory records, and coordinating with reproductive endocrinologists and OB/GYNs. The ideal candidate should have 6+ years of clinical embryology experience, proficiency in IVF laboratory methods, and strong communication skills. Kindbody offers competitive benefits including health insurance, paid parental leave, and IVF/IUI cycles. The position requires nationwide travel to any of the 36 clinics.
Global Corporate Bank- Multinational Client Analyst- Philippines
Company: JPMorgan Chase
Location: Bonifacio Global City, Philippines
Posted Jan 24, 2025
Senior Home Lending Advisor - Valley Stream, NY - Green Acres MallBranch
Company: JPMorgan Chase
Location: Garden City, NY
Posted Jan 24, 2025
Chase Home Lending is seeking a Senior Home Lending Advisor with at least three years of mortgage lending and proven sales experience in retail banking. The role involves coaching and mentoring the branch team, partnering with the team to create an outstanding customer experience, and building strong partnerships with assigned retail branches. The advisor will serve as the internal and external mortgage expert, providing recommendations based on financial analysis and expertise. The position requires knowledge of FHA, VA, FNMA, and FHLMC guidelines, and is subject to Dodd Frank/Truth in Lending Act qualification requirements. JPMorgan Chase offers a competitive total rewards package, including base salary, commission-based pay, and benefits such as comprehensive health care coverage and retirement savings plan.
Account Strategist, Engage, Google Customer Solutions, Vietnam Market
Company: Google
Location: Ho Chi Minh City, Vietnam
Posted Jan 24, 2025
The job posting is for a role in Google Customer Solutions (GCS) sales teams, focusing on managing a portfolio of medium-sized businesses. Key responsibilities include understanding growth drivers, identifying opportunities for growth, managing risks, and creating plans for achievement. The role involves collaborating within the sales team, conducting outbound calls to establish relationships, and coaching junior team members. The ideal candidate should have experience in advertising, sales, marketing, consulting, or media, with a preference for technology, account management, and quota achievement. Strong analytical skills, excellent communication, and presentation abilities are required. The role offers opportunities to work with company owners, make a real difference in their businesses, and shape the future of innovation.
Financial Advisor- Marine Park, NY
Company: TD Bank
Location: New York, NY
Posted Jan 24, 2025
TD is offering a Transitional Financial Advisor role in Brooklyn, New York, with a salary of $100,000 - $100,000 USD. The role is a three-year program for financial advisors or planners, focusing on providing financial planning guidance and selling investment management solutions to the Mass Affluent segment. The advisor will serve as the primary point of contact for clients, ensuring they receive a comprehensive onboarding experience and regular Annual Client Review meetings. The role requires 2+ years of selling investments and providing financial planning, along with Series 65 or 66, Series 7, Life and Health insurance licenses. TD is committed to fair compensation, growth opportunities, and a positive work environment.
Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market
Company: Bank of America
Location: Long Island, NY
Posted Jan 24, 2025
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients to review financial goals, building a financial plan, and recommending brokerage products. The ideal candidate should have Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong relationship-building skills. The position offers a competitive salary, incentives, and benefits, with opportunities for career growth and making a difference.
Key Account Executive
Company: Diageo
Location: Bonifacio Global City, Philippines
Posted Jan 24, 2025
Diageo, a global leader in premium drinks, is seeking a Key Account Executive for its Modern Trade Team in the Philippines. With over 200 brands sold in 180 countries, Diageo values diversity and encourages individual passions and skills. The role involves driving growth through revenue management, sales strategy execution, and customer relationship nurturing. The ideal candidate should have at least three years of Key Account Management experience, strong interpersonal skills, and the ability to leverage technologies for data-driven insights.
Manager, Applied Research, IR/NLP
Company: Thomson Reuters
Location: New York, NY
Posted Jan 24, 2025
Anti-Money Laundering - Compliance Advisor Manager
Company: Capital One
Location: New York, NY
Posted Jan 24, 2025
The Anti-Money Laundering (AML) Fraud Compliance Advisor Manager plays a crucial role in ensuring corporate initiatives and business processes comply with AML laws and regulations. This role involves providing AML compliance advice, leading department training, and reviewing controls over regulatory AML requirements. The manager also identifies trends in data, advises on emerging risks, and supports lines of business through large initiatives. Basic qualifications include a Bachelor's Degree or military experience, at least 5 years of fraud or AML experience, and experience supporting internal business clients. Preferred qualifications include certifications like CFE, CRCM, CFCS, or ACAMS.
UX Manager [Growth Team]
Company: Meta
Location: New York, NY
Posted Jan 24, 2025
Meta is seeking a UX Research Leader to oversee a team of world-class researchers across key product verticals. The ideal candidate should possess exceptional research skills, understand the balance between scrappy and rigor, and be able to translate research into design and product decisions. The role involves managing a large and complex research team, identifying problems and solutions, setting clear expectations, and communicating effectively across all organizational levels. The candidate must have a track record of translating research into business impact, experience managing across different research methodologies, and a graduate degree is preferred. Meta is committed to fostering a diverse and inclusive environment.