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.
Sales Development Representative
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Jan 22, 2025
Thomson Reuters is seeking a Sales Development Representative for an expansion project in Mexico. The role involves prospecting new sales opportunities, developing pipelines, and closing deals. The ideal candidate should have 2+ years of B2B sales experience, excellent communication skills, and the ability to work in a fast-paced environment. The company offers a competitive compensation package, a flexible hybrid work model, comprehensive benefits, and opportunities for professional growth. Thomson Reuters is committed to diversity, inclusion, and creating a more transparent, just, and inclusive future.
Credit Research Analyst (loan-only structures), Consumer Sector
Company: Lord Abbett
Location: Jersey City, NJ
Posted Jan 22, 2025
Lord Abbett, an independent asset management firm founded in 1929, is seeking a Research Analyst with 8-15 years of credit analysis experience in the Consumer Sector. The role involves conducting detailed industry and company fundamental analysis, identifying investment opportunities, and communicating with issuer management teams. The firm values intellectual curiosity, teamwork, and collaboration. Lord Abbett offers a competitive compensation package, including an annual base salary of $200,000-$225,000, and is committed to being a respected asset manager with a strong culture.
Latin America Private Bank - Investment Professional - Brazil - New York
Company: JPMorgan Chase
Location: New York, NY
Posted Jan 22, 2025
J.P. Morgan's International Private Bank is seeking exceptionally talented, collaborative, and motivated individuals. The role involves providing first-class client experience, executing brokerage trades, creating mandates for discretionary accounts, and monitoring risk metrics. Required qualifications include Portuguese fluency, Series 7, 66, and Insurance licenses, a Bachelor's Degree, and at least one year of industry experience. Preferred qualifications include familiarity with JP Morgan Private Bank systems, experience in financial markets, and excellent interpersonal skills.
Sr Director, Transformation and Innovation
Company: Thomson Reuters
Location: New York, NY
Posted Jan 22, 2025
Thomson Reuters is seeking a Senior Director of Transformation & Innovation to support the Chief Marketing Officer. The role involves driving strategic and operational initiatives, leading cross-functional projects, optimizing marketing operations, and driving strategic initiatives. Key responsibilities include developing and implementing OKRs, conducting analytical insights, enhancing organizational effectiveness, managing change, fostering innovation, leading cross-functional initiatives, managing projects, communicating effectively, and maintaining broad business knowledge. The ideal candidate should have a relevant degree, 10+ years of experience, superior communication skills, mastery of Microsoft Excel and PowerPoint, and strong strategic thinking. Thomson Reuters offers a comprehensive benefits package, flexible work model, and opportunities for professional growth.
Client Value Executive (Account Manager) - Financial Services
Company: TransUnion
Location: New York, NY
Posted Jan 22, 2025
TransUnion is seeking a Client Value Executive with at least 5 years of experience in a complex selling environment. The role involves managing a large base of existing Financial Services clients, retaining and growing a client base of $30M+, and developing trusted relationships for upsell and cross-sell opportunities. The individual will be responsible for defending existing revenue, driving client value, and uncovering new revenue opportunities. They will coordinate internal resources to resolve client issues and maintain client information in Salesforce. The position is remote with potential for occasional in-person attendance. Benefits include flexible time off, health benefits, parental leave, tuition reimbursement, and more. The U.S. base salary range is $65,100.00 - $101,000.00 annually with potential for commission earnings.
Market Development Advisor - Cyber Insurance & Breach
Company: TransUnion
Location: New York, NY
Posted Jan 22, 2025
TransUnion is seeking a candidate for the Insurance Market Development team to manage growth strategy for cyber and breach business within insurance. The role involves driving internal coordination, influencing key priorities, and executing high-exposure projects. The ideal candidate should have 6-8 years of experience in business development, strategy, market intelligence, or strategic planning. They should possess an understanding of the insurance industry and cyber risk, with strong verbal, analytical, written, and presentation skills. The role offers opportunities for professional development, working with cutting-edge technology, and a competitive benefits package.
Business Intelligence Developer III, Google Cloud (English)
Company: Google
Location: Mexico City, Mexico
Posted Jan 22, 2025
The job posting is for a Business Intelligence (BI) Developer role at Google Cloud. The successful candidate will be responsible for driving data-driven decision-making, designing and implementing BI solutions, and creating actionable insights. Key responsibilities include partnering with stakeholders, developing robust data infrastructure, transforming raw data into actionable insights, and leading projects from conceptualization to delivery. The ideal candidate will have a Bachelor's degree or equivalent experience, 8 years of experience in data modeling, and proficiency in SQL and BI tools. Preferred qualifications include a PhD in a STEM field, experience in Data Science, NLP, LLMs, Generative AI, and R, and publications or presentations in AI/ML conferences.
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY (Queens Central)
Company: JPMorgan Chase
Location: Queens, NY
Posted Jan 22, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. 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 valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The company offers a competitive total rewards package, including commission-based pay, discretionary incentive compensation, and a range of benefits. J.P. Morgan Chase is committed to diversity and inclusion, and is an equal opportunity employer.
Internal Audit Director - Institutional Securities Technology
Company: Morgan Stanley
Location: New York, NY
Posted Jan 22, 2025
Morgan Stanley is seeking a Director for the Technology Audit team to provide audit coverage for application and system infrastructure. The role involves formulating and leading assurance activities to assess risks and state of controls, proactively identifying risks, and articulating actionable insights to management. The ideal candidate will have advanced knowledge of industry, global markets, and regulations, strong understanding of audit principles, and ability to leverage and analyze data. Morgan Stanley offers competitive compensation, comprehensive benefits, and a commitment to diversity and inclusion.