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.
Major Accounts Retirement Services District Manager
Company: ADP
Location: New York, NY
Posted Dec 20, 2024
ADP is recruiting a Sales Representative for Retirement Services, emphasizing unlimited earning potential, continuous learning, and a collaborative team environment. The role involves selling ADP's 401(k) solutions to businesses with over 50 employees. ADP highlights its inclusive culture, recognition as a Best Place to Work, and opportunities for career growth and learning. The ideal candidate should have 5+ years of B2B sales experience, be a self-starter, and possess strong relationship-building skills.
Distinguished Engineer - Capital One Travel
Company: Capital One
Location: New York, NY
Posted Dec 20, 2024
Capital One is seeking a Distinguished Engineer with a travel background to join their Capital One Travel team. The role involves leading through technical contribution, driving innovation, and promoting a culture of engineering excellence. Key responsibilities include articulating a bold technical vision, decomposing complex problems, ensuring quality of technical design, and serving as an expert on non-functional system characteristics. The ideal candidate should have at least 7 years of software development experience, 3 years in public cloud implementations, and a Master's Degree in Computer Science or related field. AWS Solution Architect Certification and travel industry experience are preferred. The role offers a competitive salary, performance-based incentives, and comprehensive benefits. Capital One is an equal opportunity employer committed to diversity and inclusion.
Manager, Customer Success Management (Government)
Company: Thomson Reuters
Location: Albany, NY
Posted Dec 20, 2024
Thomson Reuters is seeking an experienced Customer Success Manager to oversee a team of CSMs, ensuring their success in managing customer relationships and delivering value. The role involves coaching and developing CSMs, driving team performance, supporting customer engagement, fostering collaboration, advocating for customers, optimizing processes, and promoting a customer-centric culture. The ideal candidate should have 5+ years in customer success or related roles, preferably in SaaS or legal tech industries, with a law degree or substantial legal experience. Government expertise, leadership skills, a customer-centric mindset, operational excellence, and strong communication skills are essential. Thomson Reuters offers a comprehensive benefits package, including a flexible hybrid work model, wellbeing programs, learning and development opportunities, and a purpose-driven work environment.
Director, Business Capability Owner - Payments
Company: TD Bank
Location: New York, NY
Posted Dec 20, 2024
TD Securities is seeking a Business Capability Owner for their Payment and Deposits Solutions team in New York, NY. The role involves product & capability ownership, agile methodologies, stakeholder management, and people leadership. Required qualifications include an undergraduate degree, 7+ years of relevant experience, and expertise in payment & deposits product domains. Familiarity with SWIFT messages, ISO20022, MX and MT formats, and payment systems like Canada Lynx, US CHIPS, and FedWire is essential. TD Securities offers competitive compensation, a comprehensive Total Rewards package, and a commitment to colleague development and well-being.
J.P. Morgan Wealth Management - Private Client Advisor - East Meadow, NY
Company: JPMorgan Chase
Location: Garden City, NY
Posted Dec 20, 2024
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 role requires a commitment to goals-based planning, integrity, and digital innovation. J.P. Morgan Chase offers a competitive total rewards package, including health care coverage, retirement savings, and various benefits.
Director of Investments **
Company: Morgan Stanley
Location: New York, NY
Posted Dec 20, 2024
The Director of Investments at Morgan Stanley is a senior role responsible for providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. This professional develops and oversees strategic investment policies, reviews performance metrics, and maintains relationships within the investment community. Key skills include strong leadership, financial services knowledge, technical proficiency, and excellent communication. The role requires 10+ years of relevant experience and various certifications.
Retail Banker {Brighton Beach} 30 Hours-Bilingual Russian preferred
Company: TD Bank
Location: New York, NY
Posted Dec 20, 2024
TD Securities is offering a Retail Banker I position in Brooklyn, New York. The role involves delivering TD's brand promise by providing financial expertise and consultative advice to customers. The banker will identify appropriate banking solutions to help customers achieve their financial goals. The position requires a high school diploma or equivalent, 1+ years of related experience, and proficiency in Microsoft Office. The banker will also need to maintain an active registration status with NMLS. TD Securities is committed to providing fair compensation opportunities and growth opportunities for its colleagues. The company offers a comprehensive Total Rewards package, including health and well-being benefits, savings and retirement programs, and career development opportunities.
Legal Operations Specialist, TD Securities (USA) LLC
Company: TD Bank
Location: New York, NY
Posted Dec 20, 2024
TD Securities is hiring a Legal Operations Specialist in New York, NY. The role involves managing legal operations, providing backup support, office management, document assistance, legal support, and participating in special projects. The ideal candidate should have a bachelor's degree, 3+ years of experience in operations or administration, strong organizational skills, and proficiency in Microsoft Office. TD Securities offers competitive compensation, growth opportunities, and a comprehensive Total Rewards Package.
Senior Staff Software Engineer, Infrastructure, Google Cloud Security and Privacy
Company: Google
Location: New York, NY
Posted Dec 20, 2024
Google is seeking a software engineer with extensive experience in software development, large-scale infrastructure, and technical leadership. The ideal candidate will have a Bachelor's degree or equivalent practical experience, 8 years in software development, 7 years in building and developing large-scale infrastructure, 5 years in design and architecture, and testing/launching software products. Preferred qualifications include a Master's degree or PhD, 5 years in a technical leadership role, and 3 years in complex, matrixed organizations. The role involves providing technical leadership, influencing and coaching a distributed team, managing project priorities, and designing, developing, testing, deploying, maintaining, and enhancing large-scale software solutions. The US base salary range is $237,000-$337,000 + bonus + equity + benefits.
Alternative Investments, Head of Alternative Investment Strategy and Market Intelligence
Company: JPMorgan Chase
Location: New York, NY
Posted Dec 20, 2024
The Alternative Investments Group (AIG) is responsible for managing alternative asset managers for Global Wealth Management clients, including hedge funds, private equity funds, private credit funds, and real estate funds. With over $115 billion in client capital invested, AIG offers a unique perspective on sourcing and offering alternative investment opportunities. The Head of Alternative Investment Strategy and Market Intelligence will develop private market perspectives and thought leadership content, produce research, collaborate with the Global Investment Strategy team, and deliver educational webcasts. The role requires 10 years of experience in investment and wealth management, strong communication skills, and the ability to collaborate across organizational levels. JPMorgan Chase, one of the oldest financial institutions, offers a competitive total rewards package and values diversity and inclusion.
Site Reliability Engineer
Company: Kyndryl
Location: Mexico City, Mexico / Remote
Posted Dec 20, 2024
Kyndryl is seeking a Site Reliability Engineer with 10+ years of operational management experience. The role involves ensuring reliability, resiliency, and innovation in information systems, collaborating with a talented team, and driving continuous improvement. The ideal candidate will have expertise in building trusted relationships with customers, implementing strategies to cap operations load, and experience with Windows server, Linux server, UNIX, and cloud platforms. Kyndryl values diversity and offers opportunities for professional growth and innovation.
Solutions Analyst III - Payments Technology - IT Governance
Company: JPMorgan Chase
Location: Mexico City, Mexico
Posted Dec 20, 2024
Join J.P. Morgan's dynamic team as a Solutions Analyst III in the Payments Technology Team. Utilize your analytical skills and tech-savviness to create impactful solutions, bridging the gap between product owners, business, operations, and software developers. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into technically feasible solutions, and contributing to innovative architecture designs. Excellent communication skills are essential for fostering collaboration and alignment across departments.