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.
Senior Director of Product Marketing
Company: Wunderkind
Location: New York, NY / Remote
Posted Jan 22, 2025
Wunderkind is hiring for a Senior Director of Product Marketing position. The role involves strategic leadership, go-to-market strategy development, customer insights, messaging & positioning, team leadership, and performance measurement. The ideal candidate should have 10+ years of product marketing experience, with at least 3 years in a leadership role, and a strong background in performance marketing, personalization, or eCommerce. The base salary range is $175,000- $215,000.
Customer Assistance Representative - Jefferson City
Company: Enterprise Mobility
Location: Jefferson City, MO
Posted Jan 22, 2025
J.P. Morgan Advisors - Relationship Manager - New York, NY
Company: JPMorgan Chase
Location: New York, NY
Posted Jan 22, 2025
J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management, offers personalized wealth management services to ultra-high net worth clients. As a Relationship Manager, you'll collaborate closely with Financial Advisors, acting as the primary liaison for affluent clients. Your role involves building strong relationships, understanding clients' life milestones, and providing tailored investment solutions. Required qualifications include 5+ years in Financial Services, FINRA Series 7 and 66 licenses, and a Bachelor's degree. Preferred skills include CPA designation, adaptability to technology and regulatory changes, and strong relationship-building abilities.
Director, Account Management - Insurance
Company: EPAM Systems
Location: Jersey City, NJ
Posted Jan 22, 2025
EPAM is seeking a Director of Account Management with extensive experience in strategic planning and execution, particularly in the Data, Cloud, and Digital sectors, with a focus on the Insurance industry. The role involves developing new business relationships, fostering growth opportunities, and leading cross-functional global teams. The ideal candidate should have a minimum of 10 years of business leadership experience, strong communication skills, and a strategic vision for business development. EPAM offers a comprehensive benefits package and a dynamic, inclusive culture.
Wealth Management Client Associate
Company: Merrill
Location: New York, NY
Posted Jan 22, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a client service support role. The position involves supporting multiple Financial Advisors, ensuring operational excellence, and customizing solutions based on clients' needs. Key responsibilities include providing excellent client service, managing client materials, aligning practices with bank policies, and deepening client relationships. The role requires strong account management, client management, customer focus, issue management, oral and written communication skills, business development, and administrative services. The position is eligible for a pay range of $25.00 - $37.00 hourly, discretionary incentive, and benefits.
American Girl NYC - Asset Protection Lead (full time/benefitted)
Company: Mattel
Location: New York, NY
Posted Jan 22, 2025
Mattel, the parent company of American Girl, is seeking a dynamic Asset Protection Lead for its New York City retail store. The role involves maintaining a safe environment, providing excellent customer service, preventing loss of company assets, and mentoring store employees. The ideal candidate should have 1-2 years of experience in loss prevention, law enforcement, criminal justice, military, or security, a valid NYS security license, and proficiency in Microsoft Office. Mattel values creativity, inclusivity, and collaboration, aiming to empower the next generation through innovative products and experiences.
Registered Client Service Associate
Company: Morgan Stanley
Location: Purchase, NY
Posted Jan 22, 2025
Healthcare Operations Manager (Facility Administrator)
Company: DaVita
Location: Boulder City, NV
Posted Jan 22, 2025
Wealth Management Client Associate
Company: Bank of America
Location: New York, NY
Posted Jan 22, 2025