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.
WM FP & A Reporting Analytics Manager
Company: Morgan Stanley
Location: New York, NY
Posted Dec 21, 2024
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.
Alternative Investments, Global Product Owner, Executive Director
Company: JPMorgan Chase
Location: New York, NY
Posted Dec 21, 2024
J.P. Morgan Wealth Management Solutions employs over 2,800 professionals across 20 cities, prioritizing diversity and inclusion. They offer robust benefits, including comprehensive parental leave and family building programs. The Solutions Product Development group within WM Solutions focuses on developing and delivering products for Private Bank, JPMA, and CWM. The Alternatives Product Owner role involves leading strategy, design, and execution of initiatives across the Alternative Investments value chain.
Client Service Specialist - Luxembourg
Company: JPMorgan Chase
Location: Luxembourg City, Luxembourg
Posted Dec 21, 2024
J.P. Morgan is seeking a detail-oriented, communicative Client Service Specialist to join their Private Bank team. The role involves managing client transactions, resolving inquiries, and identifying cross-sell opportunities. The ideal candidate should have a Bachelor's degree, strong relationship management skills, and experience in the financial services industry. Fluency in English is required, with other foreign languages being a plus. The company values diversity and inclusion, and offers a dynamic work environment with opportunities for significant impact on client experience.
Director, Regulatory and Supervisory Management (RSM)
Company: TD Bank
Location: New York, NY
Posted Dec 21, 2024
TD Securities is offering a Director Trading Business Management role in New York, NY with a competitive salary of $200,000 - $250,000 USD. The role involves planning, directing, and coordinating trading operations, overseeing policy development, and ensuring regulatory compliance. The successful candidate will manage key relationships, provide guidance on procedures, and collaborate with various teams to manage risks and confirm effective controls. The position requires a bachelor's degree, strong leadership skills, and experience in project management and related fields.
Financial Services Senior Manager
Company: Deloitte
Location: New York, NY
Posted Dec 21, 2024
Deloitte's AI & Data team offers comprehensive services in data modernization, data ops, AI, and ML. They serve as a trusted advisor and managed service provider, helping clients run smarter and more efficiently. The role involves engagement management, client management, business development, and people development. Required qualifications include extensive tech consulting experience, cloud platform expertise, and leadership in technology engagements. Preferred skills encompass sales experience, understanding of emerging technologies, and data governance.
Workplace Services Assistant
Company: Box
Location: Redwood City, CA
Posted Dec 21, 2024
Box, a leading Content Cloud company founded in 2005, is seeking a dynamic individual for a Workplace Services role at its Redwood City headquarters. The successful candidate will serve as the primary point of contact at the front desk, managing employee inquiries, greeting visitors, and ensuring a positive experience. They will also support event planning, maintain office spaces, and collaborate with security and facilities teams. Box values diversity and inclusiveness, encouraging applicants to apply even if they don't meet all requirements. The role offers competitive compensation, benefits, and equity.
Senior Banker - Redwood Shore Financial Center
Company: Merrill
Location: Redwood City, CA
Posted Dec 21, 2024
Bank of America is seeking a candidate for a client-focused role in their financial center. The successful applicant will serve as the first point of contact for clients, helping to identify their banking needs and offering appropriate solutions. Key responsibilities include deepening client relationships, supporting self-service transactions, and providing exceptional client care. The role requires strong communication skills, problem-solving abilities, and the capacity to manage multiple tasks. Bank of America values a diverse and inclusive workplace, offering competitive benefits to support employees' well-being. The position is eligible for a formulaic incentive plan and benefits, with a pay range of $24.00 - $30.67 hourly.
Insurance Agent
Company: COUNTRY Financial
Location: New Century, KS
Posted Dec 21, 2024
COUNTRY Financial is seeking insurance sales agents to build a network, find prospective customers, and ensure their financial security. The role offers competitive compensation, benefits, necessary tools, and training. The ideal agent proactively communicates, values transparency, listens to customers, educates them, and makes complex matters easy to understand. COUNTRY Financial is a respected organization with a focus on customer service, offering growth opportunities and work-life balance.
Open Innovation Segment Consultant
Company: Accenture
Location: New York, NY
Posted Dec 21, 2024
The job description outlines a role for an Open Innovation (OI) segment consultant at Accenture. This consultant will be a full-time member of the Accenture OI Portfolio organization, responsible for developing partnership strategies and client pipelines. They will work on identifying key business problems, analyzing client issues, and providing recommendations for partnership development. The role involves supporting the OI segments in various aspects, including developing differentiated analysis of the ecosystem, assessing market categories and startups, and originating, developing, and executing new partnerships. The ideal candidate should have a Bachelor's Degree or equivalent with 12 years of work experience, or an Associate's Degree with 6 years of work experience. Bonus points are given for skills in synthesizing information, familiarity with system integration, and experience in working with large account teams. Excellent communication skills and program management abilities are also required.
Senior Data Management Professional - Data Engineering - Private Funds
Company: Bloomberg LP
Location: New York, NY
Posted Dec 21, 2024
Bloomberg is seeking a Data Engineer to join their Alternative Investments data team. The role involves applying problem-solving skills to handle data pipelines, automation processes, and human-in-the-loop workflows. The ideal candidate will have experience with Python programming, NoSQL databases, and large-scale distributed systems.
Deal Support Strategy Program Manager, Google Cloud
Company: Google
Location: Mexico City, Mexico
Posted Dec 21, 2024
Google is seeking a Program Manager with a Bachelor's degree and 5 years of experience in tech operations. The role involves leading complex projects, managing schedules, identifying risks, and communicating with cross-functional teams. The ideal candidate should have excellent problem-solving skills, business judgment, and communication abilities. They will facilitate contracting workflows, manage vendor relationships, and drive operational excellence. Google Cloud aims to digitally transform businesses globally, and this role supports sales through the contracting process.
Beauty Sales Consultant
Company: CVS Health
Location: New York, NY
Posted Dec 21, 2024
CVS Health is inviting applications for a Beauty Sales Consultant to join their retail division. The role involves providing top-notch customer service, sharing beauty trends, and driving sales. The company emphasizes a human-centric approach to healthcare, with a focus on personalized, convenient, and affordable solutions. The ideal candidate should be sales-oriented, knowledgeable about beauty products, and capable of working in a fast-paced environment. Benefits include exposure to new products, professional growth, and a comprehensive benefits package.