Trusted Advisor Jobs in New York City, NY
164,470 open positions · Updated daily
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.
Customer Experience Representative - OKC Airport
Company: Enterprise Mobility
Location: Oklahoma City, OK
Posted Dec 20, 2024
Enterprise Mobility, which operates Enterprise Rent-A-Car, National Car Rental, and Alamo, is hiring for a Customer Experience Representative (CXR) position. The role involves providing superior customer service, facilitating the rental process, and offering company services and products. The position offers a starting wage of $16.00 per hour plus bonuses, and comes with benefits like paid time off, employee rental car discounts, and health insurance. The ideal candidate should be at least 18 years old, have a high school diploma or GED, and at least 2 years of customer service or sales experience. They must also have a valid driver's license with a clean driving record.
EDD Operations Training Program- Director (AVP)
Company: Morgan Stanley
Location: New York, NY
Posted Dec 20, 2024
Morgan Stanley is seeking a Director for the EDD Operations Training Program in Wealth Management Operations. The role involves creating and editing training materials, tracking training completion, identifying training gaps, and coordinating with cross-functional stakeholders. The ideal candidate will have comprehensive knowledge of the functional area, strong communication skills, and at least 4 years of relevant experience. Morgan Stanley is committed to diversity and inclusion, offering competitive benefits and a culture that values individual intellect and cross-collaboration.
Lead Incident Management Associate
Company: DTCC
Location: Jersey City, NJ
Posted Dec 20, 2024
DTCC is seeking a skilled professional for the Enterprise Production Stability (EPS) team, focusing on Incident Management. The role involves owning and managing key processes, triaging incidents, and collaborating with support and business operations. The ideal candidate should have 5+ years of IT delivery/support experience, proficiency in Incident Management, and strong communication skills. DTCC offers competitive compensation, comprehensive benefits, and a flexible work model.
Senior Associate, Product Manager-Enterprise Payments
Company: Capital One
Location: New York, NY
Posted Dec 20, 2024
Capital One's Enterprise Payments team is revolutionizing the bank's digital payments strategy, moving from mainframe systems to a cloud-based, real-time data environment. The Senior Associate, Product Manager-Enterprise Payments role offers an opportunity to shape the future of financial services, focusing on innovative and sustainable customer experiences. The ideal candidate will be intellectually curious, a strong communicator, a do-er, passionate about customers, a learner, and a team player.
Senior Marketer, Campaign Activation - Demand Generation
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Dec 20, 2024
Thomson Reuters is seeking a Senior Marketer for the Demand Generation Campaign Activation team. The role involves collaborating with campaign planning and marketing strategy, standardizing data for lead management, managing rewards programs, analyzing channel performance, creating insightful reports, and serving as a project manager. The ideal candidate should have a marketing degree, 4+ years of experience in marketing activation, strong understanding of demand generation technologies, and excellent project management skills. Benefits include a hybrid work model, comprehensive wellbeing plans, learning & development opportunities, and a purpose-driven work environment.
HRO TotalSource - Small Business Specialist
Company: ADP
Location: Troy, NY
Posted Dec 20, 2024
ADP is seeking a Sales Representative for Human Resources Outsourcing (HRO). The role involves closing sales, winning new business, and cultivating relationships with HR decision-makers. The successful candidate will join a fast-paced, inclusive environment with a culture of collaboration and belonging. ADP, a global leader in HR technology, offers industry-leading compensation, benefits, and opportunities for career growth. The ideal candidate is a positive self-starter with a proven track record in B2B sales, able to manage multiple sales processes and thrive under pressure.
Senior Customer Success Manager
Company: BlackLine
Location: New York, NY
Posted Dec 20, 2024
BlackLine, a leading provider of cloud software since 2001, is committed to modernizing the finance and accounting function. The company values passion, customer focus, and innovative technology. The Senior Customer Success Manager role involves delivering post-sales efforts, optimizing customer adoption, preventing churn, and enhancing customer health and satisfaction. The ideal candidate should have 6+ years of customer-facing experience, strong presentation skills, and domain expertise in accounting/auditing. BlackLine fosters a kind, open, and accepting culture, emphasizing diversity, professional development, and equal opportunity.
Wealth Management Associate
Company: Morgan Stanley
Location: Kansas City, KS
Posted Dec 20, 2024
The Wealth Management Associate role at Morgan Stanley involves being the primary client contact for account servicing, financial planning, and investment portfolio management. This professional, under the guidance of a Financial Advisor/Private Wealth Advisor, builds and maintains client relationships, assists in developing financial strategies, and ensures a positive client experience. Key responsibilities include client support, business development, operational support, and event management. The ideal candidate has 5+ years of relevant experience, a college degree or professional certification, and knowledge of financial industry products and regulations. Strong communication, problem-solving, and leadership skills are required, along with proficiency in Microsoft Office.
Merrill Financial Solutions Advisor - Western NY
Company: Bank of America
Location: Buffalo, NY
Posted Dec 20, 2024
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients for investment strategies, and building a sustainable book of business. The successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. Merrill values diversity and offers continuous training, professional development, and opportunities for career growth. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills.
Solutions Consultant
Company: Thomson Reuters
Location: Jefferson City, MO
Posted Dec 20, 2024
The Solution Consultant role at Thomson Reuters involves demonstrating software value props to transform client tax processes, maximizing sales, and driving revenue growth. Key responsibilities include understanding complexities of Corporate Tax Departments, showcasing ONESOURCE solutions, and partnering with stakeholders for successful demonstrations. The role requires a Bachelor's degree in Accounting, Finance, or related field, minimum 5 years of corporate tax experience, and strong knowledge of U.S. international tax laws. Outstanding communication skills, presentation experience, and familiarity with tax or accounting software are essential. Thomson Reuters offers comprehensive benefits, a culture of equality and diversity, and opportunities for professional growth.
Circular Economy Operations Specialist
Company: Lenovo
Location: Mexico City, Mexico
Posted Dec 20, 2024
Lenovo, a global technology powerhouse, is seeking a candidate with extensive experience in project management, product lifecycle management, and vendor contracting. The role involves collaborating with internal teams and vendors to provide circular economy expertise, creating business case collateral, and educating customers and stakeholders on circular economy services. The ideal candidate should have a Bachelor's degree, preferably in Supply Chain Management or Business, and at least 5 years of experience in solution development, business development, project management, and/or services operations. Strong data analysis skills, excellent communication abilities, and proficiency in SAP are required. The position is based in Mexico D.F.
Business Banking Relationship Manager/Senior Relationship Manager - Albany, New York
Company: Bank of America
Location: Albany, NY
Posted Dec 20, 2024
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. They are devoted to being a diverse and inclusive workplace for everyone, offering competitive benefits to support their physical, emotional, and financial well-being.