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.
Operations Manager, US Pest
Company: Rentokil Terminix
Location: New Berlin, WI
Posted Oct 13, 2024
The text describes a job opportunity at Rentokil, a global leader in pest control and related services. The role involves directing and training staff to provide quality service to customers, inspecting work, responding to complaints, and maintaining inventory. The job requires a high school diploma or equivalent, related experience, and various physical abilities. Benefits start on the first day for full-time employees, including health, dental, vision, disability, and life insurance, as well as a 401(k) retirement plan with company matching. Rentokil promotes from within, offers training and development programs, and values a work-life balance.
J.P. Morgan Wealth Management - East Division - Select Sales and Execution Lead - New York, NY
Company: JPMorgan Chase
Location: New York, NY
Posted Oct 13, 2024
J.P. Morgan Chase is seeking a Strategy and Execution Lead for their Select Advisor Group in Wealth Management. The role involves partnering with divisional and regional directors to develop strategies for engaging with Select Advisors, driving priorities, and delivering investment solutions. The candidate must have 10+ years of experience in coaching and managing advisors, strong investment acumen, and excellent communication skills. The role requires collaboration with various businesses and functional areas, and the ability to travel 50% of the time. The company offers a competitive total rewards package and values diversity and inclusion.
Desktop Support Technician - Field Tech
Company: NTT DATA Services
Location: Mexico City, Mexico
Posted Oct 13, 2024
NTT DATA is currently seeking a Desktop Support Technician - Field Tech in CDMX, Mexico. The role involves basic configuration of desktop/notebook/printers, simple parts replacement and repair, and travel may be required. The company is a trusted global innovator with a commitment to diversity and inclusion, offering opportunities for growth and development.
Financial Planner Consultant
Company: Ellevest
Location: New York, NY
Posted Oct 13, 2024
Ellevest is seeking a Financial Planner with CFP® certification and 5+ years of experience. The role involves delivering financial planning services to clients online and over the phone, recommending suitable services based on their needs, and providing education on topics like budgeting, debt repayment, and retirement planning. The planner will also conduct webinars and workshops for groups of 20+ people. The position is initially expected to require 10-15 hours per week, with potential for growth. Compensation is $70-85/hour, not including benefits. Ellevest is a remote-first company with a mission to empower women financially.
Lead Analyst, External Reporting
Company: BNY Mellon
Location: New York, NY
Posted Oct 13, 2024
BNY Mellon, a leading global financial firm, is seeking an External Reporting Lead Analyst for its Finance Regulatory Reporting Team in New York. The role involves ensuring sound and accurate reporting and analysis, investigating and resolving issues, and contributing to the establishment of the external reporting strategy. The ideal candidate should have a bachelor's degree, preferably in Accounting, C.P.A. certification, knowledge of GAAP, and 3-5 years of experience in Banking, Regulatory Reporting, or related Finance Industry. BNY Mellon is known for its inclusive culture, competitive compensation, and wellbeing programs, and has been recognized for its commitment to diversity and inclusion.
Family Office Strategist- Managing Director
Company: Bank of America
Location: New York, NY
Posted Oct 13, 2024
Bank of America is offering a Family Office Strategist position with a salary range of $209,000 to $334,200 annually. The role involves working with high net worth and ultra-high net worth clients, customizing wealth management strategies, and driving market share for Family Office solutions. The ideal candidate should have 7+ years of experience in Family Office or Wealth Management, a proven track record in sales, and strong communication skills. The position is eligible for discretionary incentives and benefits.
Digital Media Transformation Consultant, Data & Tech
Company: Accenture
Location: New York, NY
Posted Oct 13, 2024
Accenture Interactive is a dynamic agency that offers a comprehensive suite of analytics, consulting, and technology services to drive marketing performance and create relevant consumer experiences. The role of Digital Media Transformation Consultant involves supporting consulting projects, driving client information gathering, identifying business challenges, and designing new ways of working. The ideal candidate should have a bachelor's degree, 3-5 years of experience in media or digital marketing, and strong analytical skills. Accenture is committed to diversity and inclusion, and the role involves working with both technical and non-technical client stakeholders.
Alteryx Developer (Automation, Individual Contributor)
Company: JPMorgan Chase
Location: Bonifacio Global City, Philippines
Posted Oct 13, 2024
The job posting is for an Alteryx Developer position within the Mortgage Backed Securities team in Home Lending at J.P. Morgan. The role involves managing loan sales operations, ensuring compliance with investor and regulatory requirements, and promoting end-to-end loan quality. The ideal candidate should have advanced knowledge of Alteryx, Tableau, or UIPath, strong analytical and technical skills, and the ability to work in a fast-paced, multi-tasking environment. The position offers opportunities for automation initiatives, data transformation, and project management. J.P. Morgan is a global leader in financial services, valuing diversity and inclusion.
Membership Sales Advisor, Upper East Side
Company: Equinox
Location: New York, NY
Posted Oct 13, 2024
Equinox Group, a high-growth collective of influential lifestyle brands, is seeking a Membership Sales Advisor. The ideal candidate should have previous sales experience, an entrepreneurial spirit, and a passion for health and fitness. The role involves selling club memberships, prospecting new business, hosting events, and achieving sales goals. The company offers competitive compensation, benefits, and industry-leading commission opportunities. The candidate must be able to work evenings, weekends, and holidays, and have strong time management skills.
Senior Banker
Company: Bank of America
Location: Salt Lake City, UT
Posted Oct 13, 2024
Bank of America is seeking a candidate for a client-focused role in a financial center. The position involves serving as the first point of contact for clients, identifying their banking needs, and offering appropriate solutions. Key responsibilities include deepening client relationships, supporting self-service activities, and providing exceptional client care. The ideal candidate should have at least one year of sales experience or equivalent roles at Bank of America, strong communication skills, and the ability to learn and adapt to new information. The role offers opportunities for career growth and making a difference in clients' financial lives.
Diesel Technician/Mechanic II
Company: Penske Motor Group
Location: Commerce City, CO
Posted Oct 13, 2024
Penske is seeking an experienced vehicle technician for a Technician II position in Commerce City, CO. The role involves performing preventative maintenance and repairs on a fleet of vehicles, working independently, and mentoring new technicians. Penske offers a competitive salary, shift premiums, career stability, growth opportunities, excellent benefits, and strong training programs. The ideal candidate should have 3 years of practical experience, a high school diploma or equivalent, and specialized training in vehicle repair. They must also possess excellent customer service and communication skills, and be willing to work in non-climate-controlled conditions.
Senior Specialist, Solutions Consulting - Data & Platform Solutions
Company: BNY Mellon
Location: Jersey City, NJ
Posted Oct 13, 2024
BNY Mellon's Data and Platform Solutions (DPS) is seeking a Senior Business Analyst for its Content Hub. The role involves providing business analysis for the Data Integration Services (DIS) team, focusing on integrating external systems and data vendors with DPS. The candidate will work collaboratively with DIS analysts, developers, and quality assurance to coordinate deliverables. Primary tasks include documenting and validating business requirements, creating functional specifications, and liaising between DIS developers, professional services, and clients. The ideal candidate should have a Bachelor's degree or equivalent, 5-7 years of experience, and securities, financial products, or finance industry experience. Desired skills include SQL, Snowflake, Eagle STAR/PACE/Message Center, client-facing experience, ETL of file formats, and Scrum. The position offers a competitive compensation package, with a base salary between $77,750 and $169,000 per year.