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.
Business Solutions Advisor - Freeport Financial Center
Company: Bank of America
Location: Garden City, NY
Posted Oct 30, 2024
Bank of America is seeking a specialized and personalized service provider to offer financial advice and guidance to clients. The role involves acquiring new clients and deepening existing relationships, analyzing client financial needs, and recommending suitable financial services. Key responsibilities include conducting client meetings, presenting customized solutions, and effectively balancing sales performance, operational risk, and client relationship care. The ideal candidate should have demonstrated experience in business-to-business sales or small business banking, strong communication skills, effective customer service skills, and a proven sales track record. Bilingual skills and experience with financial information, spreadsheets, and financial skills are desired. The role offers a competitive pay range, formulaic incentive eligibility, and industry-leading benefits.
Business Development Representative Intern
Company: Celonis
Location: New York, NY
Posted Oct 30, 2024
Celonis, a global leader in Process Mining technology and one of the world's fastest-growing SaaS firms, is seeking a Business Development Intern. The role involves identifying and developing new enterprise business opportunities, generating qualified pipelines to support revenue growth, and acting as a trusted advisor to BDR leadership. The ideal candidate should have an analytical mind, project management skills, and an understanding of demand generation campaigns. The position offers a competitive base pay range, investment in personal growth, and a global, diverse team culture. The intern will design programs, oversee global campaigns, and manage BDR bill of materials, among other responsibilities.
Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions
Company: Bloomberg LP
Location: New York, NY
Posted Oct 30, 2024
Bloomberg, a global leader in business and financial information, is seeking a Financial Services professional with at least 3 years of experience. The role involves consulting with clients to develop and implement investment strategies using Bloomberg's Excel APIs, VBA, BQL, and Python Quant platform. The successful candidate will work closely with account management teams to create tactical desktop applications to sell Bloomberg Terminals, and may have opportunities to progress into other tech positions. Bloomberg offers a competitive salary, comprehensive benefits, and a fast-paced, collaborative work environment.
Beauty Sales Consultant
Company: CVS Health
Location: New York, NY
Posted Oct 30, 2024
CVS Health is seeking a sales-oriented Beauty Sales Consultant to join their beauty retail division. The role involves providing top-notch client experience, engaging in personalized sales service, and building lasting relationships. The consultant will be expected to be a brand expert, answer customer questions with product knowledge, and participate in company sales programs. The position requires a flexible schedule, manual dexterity, and the ability to perform ear-piercing services. Preferred qualifications include prior beauty sales experience, current knowledge of beauty products, and a strong passion for beauty. The pay range is $16.00 - $22.00, and the company offers a range of benefits including medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, education assistance, and PTO.
Project Coordinator
Company: Jabil
Location: Salt Lake City, UT
Posted Oct 30, 2024
Jabil is a global company offering comprehensive engineering, manufacturing, and supply chain solutions. They strive to make anything possible and everything better, with a commitment to sustainability and community development. The job involves synchronizing project operations, supporting customer relationships, and managing project success. Essential duties include gathering project requirements, identifying risks, facilitating communication, and managing budgets. The ideal candidate has a Bachelor's degree, 0-1 year of project management experience, and proficiency in Microsoft Office products.
Merrill Financial Solutions Advisor - Park Ave Market
Company: Merrill
Location: New York, NY
Posted Oct 30, 2024
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services, specializing in goals-based wealth management. The job involves working with high-net worth clients, identifying needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. The role requires SAFE Act registration and involves providing tailored advice, communicating solutions, and partnering with Financial Advisor teams. The Advisor Development Program (ADP) Journey offers training, mentorship, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills.
Product Excellence Manager, Apps, Ads Enablement, gTech
Company: Google
Location: New York, NY
Posted Oct 30, 2024
Google's gTech Ads team is seeking a Product or Program Manager with 6 years of experience, preferably with an MBA and expertise in Internet products and technologies. The role involves designing effective communications for product launches, driving activation of marketing objectives, and improving product features through partner feedback. The team collaborates closely with Product Management, Engineering, and Global Sales to ensure product success. The US base salary range for this full-time position is $141,000-$209,000 + bonus + equity + benefits.
Sr. Sales Executive, Digital Marketing (East Coast)
Company: Thomson Reuters
Location: Queens, NY
Posted Oct 30, 2024
Thomson Reuters is seeking experienced Senior Sales Executives to join their FindLaw Field Sales Team. The role involves developing and growing new accounts within a base of small to mid-sized law firms, utilizing prospecting and consultative selling skills. The ideal candidate should have a Bachelor's degree, 4+ years of B2B online marketing, media sales, or digital marketing experience, and consultative sales experience. They should also have legal industry knowledge and technical aptitude. The company offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work. The target total cash compensation range is $182,000 - $338,000.
Strategy and Operations Director
Company: New York Life
Location: Jersey City, NJ
Posted Oct 30, 2024
New York Life is seeking a Strategy and Operations Director for its Institutional Annuities (IA) business. The role involves driving strategic initiatives, enhancing operational efficiency, and fostering a positive culture. The ideal candidate will have 10+ years of experience in strategy, operations, or consulting, preferably in financial services, with a strong focus on business storytelling and operational acumen. Key responsibilities include partnering with business leaders, conducting competitive analysis, and communicating business insights to senior leadership. The position offers a hybrid work environment, competitive salary, and comprehensive benefits.
Vice President M&A Integration
Company: Mastercard
Location: Scarsdale, NY
Posted Oct 30, 2024
Mastercard is seeking a Vice President of M&A Integration to lead and enhance global M&A integration efforts. The role involves overseeing integration efforts, partnering with business sponsors, and acting as a trusted advisor. The ideal candidate should have an MBA, demonstrated M&A integration experience, strong strategic thinking, and global business experience. Mastercard offers competitive compensation and benefits, including health insurance, flexible spending accounts, and 401k with a company match.
Registered Wealth Management Client Associate
Company: Merrill
Location: Manhasset, NY
Posted Oct 30, 2024
Merrill Wealth Management, a leading global provider of wealth management and investment services, seeks a client service support role. The position involves supporting multiple Financial Advisors, ensuring operational excellence, and customizing solutions for clients' needs. Key responsibilities include providing excellent client service, aligning practices with bank policies, and maintaining client relationships. The ideal candidate should have FINRA certifications, be detail-oriented, and have strong communication skills. Benefits include a competitive hourly pay range, discretionary incentive eligibility, and industry-leading benefits.
People Business Partner
Company: Lead Bank
Location: Kansas City, MO
Posted Oct 30, 2024
Lead is a fintech company building banking infrastructure for embedded financial products and services. They operate an FDIC-insured bank and have offices in Kansas City, San Francisco, and New York City. The company is committed to fostering strong relationships and supporting local economic growth.