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 Engineering Manager - Product-Led Growth
Company: Octopus Deploy
Location: Australia,New Zealand
Posted Jan 18, 2025
Octopus Deploy, a remote-first company founded in Australia in 2012, is seeking a Senior Engineering Manager to lead a new team focused on Product-Led Growth. The company, which has grown consistently and been profitable for 10 out of the past 11 years, offers a transparent approach to compensation, a supportive and collaborative environment, and a remote-first work policy. The role involves setting team goals, working closely with cross-functional teams, and contributing to the company's strategy. The compensation for this role is Level 5 Senior Engineering Manager, ranging from $205k AUD to $230k NZD, with benefits including generous laptop and home office allowances and stock options.
1st VP, Business Development, National Accounts
Company: CIM Group
Location: New York City, NY
Posted Jan 19, 2025
CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. They aim to create value in real assets, benefiting the communities in which they invest. The company is seeking a First Vice President of Business Development for National Accounts. This role involves building and maintaining relationships with existing and prospective partners and coinvestors, identifying investment objectives, and presenting CIM products effectively. The ideal candidate should have a positive attitude, strong negotiation skills, and extensive experience in financial sales, relationship management, and leadership within the real estate or private equity industry. CIM offers a competitive compensation package, comprehensive benefits, and a collaborative work environment.
Commercial Sales Professional
Company: Rentokil Terminix
Location: Salt Lake City, UT
Posted Jan 13, 2025
Terminix Nation offers a competitive role as a Commercial Sales Professional with benefits starting on the first day. The job involves inspecting and identifying pest infestations, proposing solutions, and growing a career with opportunities for training, skill development, and advancement. The company values relationship building, problem solving, and community involvement. Essential functions include physical demands like lifting up to 20 lbs and navigating various surfaces.
Deposit Operations Specialist
Company: IDB Bank
Location: New York City, NY
Posted Jan 14, 2025
Israel Discount Bank of New York is seeking a candidate with 23 years of deposit operations experience for a full-time position. The role involves assisting with item processing, deposit transactions, and account maintenance. Responsibilities include check verification, return mail, fee modifications, monetary transactions, ATM/debit/credit card maintenance, activation, travel alerts, limits, and account status maintenance. The candidate should be proficient in Microsoft Office Suite and financial accounting software, have a basic understanding of data security and compliance standards, and possess strong written and verbal communication skills. The expected annual salary is between $65,000 and $75,000, with additional benefits including medical, dental, vision plans, life and disability insurance, and retirement savings plans. The bank offers reasonable accommodations for employees with disabilities, pregnant individuals, victims of domestic violence, and those with religious observance obligations.
Director of Finance
Company: Floodbase
Location: New York City, NY
Posted Jan 19, 2025
Floodbase, a company specializing in parametric flood insurance, is seeking a full-time Director of Finance. The role involves managing day-to-day finance and legal operations, financial modeling, investor relations, financial operations, legal operations, people operations, and strategic projects. The ideal candidate should have 47 years of work experience, including finance or accounting, and experience with legal work. They should be detail-oriented, have excellent communication skills, and thrive in ambiguity. The role is hybrid, requiring regular in-person attendance at the Brooklyn, NY office. The salary range is $110,000 - $150,000, with equity compensation and a competitive benefits package.
Lead Financial Advisor
Company: Claire Myers Consulting
Location: Kansas City, MO
Posted Jan 19, 2025
A boutique financial services firm in Kansas City is seeking a licensed Advisor to join their team. The ideal candidate will spend 75% of their time seeking new business opportunities and 25% servicing existing clients. Key responsibilities include proactively identifying new business, building relationships, providing exceptional service, presenting financial products, collaborating with internal teams, handling client inquiries, and maintaining a positive mindset. Qualifications include Series 7 and Life & Health Insurance licenses, proven ability to generate new business, strong communication skills, ability to thrive in a boutique environment, comfort with rejection, self-motivation, and a strong work ethic. Compensation includes a base salary of $90,000 - $110,000 and total compensation of $135,000 - $185,000 with performance-based incentives. Benefits include health and wellness benefits, professional development opportunities, and a close-knit team culture.
Major Account Manager (Major Financials - BoA)
Company: Arista Channels
Location: New York City, NY
Posted Jan 17, 2025
Arista Networks is a leading company in data-driven client-to-cloud networking, known for its innovation in cloud computing, AI, and software-defined networking. The company values diversity and inclusivity, and has received prestigious awards for its engineering team, company culture, and work-life balance. The job description is for a Major Account Manager role, where the successful candidate will act as a trusted advisor and partner with large financial customers in New York City. The role requires a hunter mentality, proven track record in technology sales, and strong relationships within the territory. The compensation range is $108,000 to $165,000, with potential for bonuses, commissions, equity, and benefits.
Senior Data Engineer
Company: Luminate
Location: New York City, NY
Posted Jan 20, 2025
Luminate is a leading entertainment data and insights company, offering access to essential, objective, and trustworthy data across music, film, television, and more. They are seeking full-stack software engineers to join their team and build a next-gen cloud-native data platform. The role involves working on a SaaS platform for the music, film, and TV industries, supporting data science teams, and delivering high-quality software platforms. Luminate values trust, open-mindedness, and innovation, offering competitive benefits and a flexible work environment.
Employee Engagement and Communications Specialist
Company: Spring Venture Group
Location: Kansas City, MO
Posted Jan 14, 2025
Spring Venture Group is a leader in Medicare health insurance distribution, offering a positive work environment with great culture benefits, income potential, and a mission to be the most trusted partner for customers and employees. The company is seeking an Employee Experience Specialist to cultivate a positive and engaging employee experience, manage internal and external communications, and collaborate on employee engagement initiatives. The role involves creating content, managing social media strategies, and overseeing the company's intranet. Qualifications include a Bachelor's degree or equivalent experience in HR, communications, marketing, journalism, or branding, along with strong written and verbal communication skills, project management abilities, and basic knowledge of design software. The company offers competitive benefits, including medical, dental, vision, 401k matching, life insurance, disability insurance, generous PTO, and a donation matching program.
Financial Advisor
Company: Atria Wealth Solutions
Location: New York City, NY
Posted Jan 19, 2025
First Heritage Federal Credit Union, established in 1954, is seeking a FINRA series 7 licensed Financial Advisor to provide retirement and investment services to its members in Corning NY and surrounding areas. The ideal candidate should possess drive, passion, and excellent communication skills to deliver high-level service and manage clients' wealth. Responsibilities include identifying customer needs, developing investment strategies, staying current with market conditions, and driving integration initiatives. Required qualifications include active Series 7, 63, 65, or 66 licenses, clean U4 and background, and two or more years of sales experience in the financial services industry. Desired qualifications include an undergraduate degree in Business Finance or related field, CFP designation, and experience delivering high-quality service in a financial institution environment.
VP, Wealth Management Advisor - New York
Company: Fidelity Investments
Location: New York, NY
Posted Jan 13, 2025
Fidelity Investments is seeking a senior-level Wealth Management Advisor with extensive financial service experience and relevant licenses. The role involves developing comprehensive financial plans, implementing wealth management strategies, and providing superior service to drive client loyalty. Key responsibilities include wealth planning, trust and estate planning, and building deep client relationships. The position offers a competitive base salary range of $115,000 - $200,000 per year, along with a comprehensive benefits package and a hybrid working model.
Beauty Sales Consultant, Licensed
Company: CVS Health
Location: Manhattan, NY
Posted Jan 13, 2025
CVS Health is seeking a passionate, sales-oriented Licensed Beauty Sales Consultant to join their beauty retail division. The role involves providing top-notch beauty services, personalized product advice, and managing customer experience. The consultant will represent CVS and partner brands, perform ear-piercing services, and educate customers on product usage. They must maintain a current Cosmetology/Esthetician license, pass skills assessments, and demonstrate strong interpersonal and communication skills. The role offers opportunities for career growth, free samples, and a chance to attend an annual tradeshow. CVS Health provides comprehensive benefits including medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, and a store discount.