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.
J.P. Morgan Wealth Management - Private Client Advisor-Brooklyn, NY (Russian Language Preferred)
Company: JPMorgan Chase
Location: New York, NY
Posted Oct 04, 2024
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management and digital innovations. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and relevant licenses. The company values diversity and inclusion, and offers a competitive total rewards package, including benefits like health care coverage, retirement savings, and tuition reimbursement.
Private Client Relationship Manager
Company: Epic Insurance Brokers and Consultants
Location: Melville, NY
Posted Oct 04, 2024
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients. This role involves becoming a trusted advisor, working as a team, participating in thought leadership, providing mentorship, managing renewal activity, and delivering complete and accurate renewal reviews. The ideal candidate should possess excellent written, verbal, and organizational skills, and have 5+ years of client management experience. EPIC offers competitive compensation, awesome benefits, and a diverse and inclusive work environment.
Data Scientist, Growth
Company: Match Group
Location: New York City, NY
Posted Oct 04, 2024
Hinge is a dating app that aims to create genuine relationships and is seeking a Data Scientist to work on product development initiatives. The company offers various benefits and values diversity and inclusion.
Financial Advisor
Company: Empower
Location: Brooklyn, NY
Posted Oct 04, 2024
The text describes a job opportunity for a Financial Consultant (Retirement Consultant) at Empower Personal Wealth. The role involves providing guidance on retirement savings options, such as 401K and IRA products, to customers at key life moments. The company offers a competitive compensation package, including a base salary and incentive compensation tied to sales goals. The position is remote and offers a range of benefits, including health insurance, retirement savings, tuition reimbursement, and generous paid time off. The company values diversity and inclusivity, and the role is open to candidates with a growth mindset and relevant sales experience.
Named Commercial Account Manager - North India
Company: Palo Alto Networks
Location: New Delhi, India
Posted Oct 04, 2024
Palo Alto Networks is seeking a seasoned sales professional with 12+ years of experience in handling large enterprise customers across domains in North India. The role involves acquiring and managing key commercial accounts, developing strategic account plans, and displacing competing technologies. The ideal candidate should have a BS technical degree, strong communication skills, and practical knowledge of network infrastructure security appliances. The company offers personalized work programs, a solutions-focused sales environment, and a commitment to diversity and inclusion.
Audit Manager II Treasury and Balance Sheet Management
Company: TD Bank
Location: New York, NY
Posted Oct 04, 2024
TD Bank is offering a job for an Audit Manager position in the United States. The role involves overseeing the planning and execution of audits for specific business units or functional corporate areas. The job requires a Bachelor's degree, advanced degree preferred, and 8+ years of related experience. The salary range is $92,220 - $149,310 USD. TD Bank is committed to fair compensation and career development, with opportunities for growth and advancement. The role involves leading a team, managing risks, and ensuring audits are completed within set parameters. The bank offers a comprehensive Total Rewards package and is dedicated to colleague development and training.
Financial Advisor
Company: Empower
Location: The Bronx, NY
Posted Oct 04, 2024
This job posting is for a Financial Consultant (Retirement Consultant) position at Empower Personal Wealth, a growing organization. The role involves providing guidance on retirement savings goals, such as 401K and IRA products, and supporting customers at key life moments. The compensation package includes a base salary and incentive compensation tied to sales goals. The company offers a range of benefits, including medical, dental, vision, and life insurance, retirement savings with company matching, tuition reimbursement, and flexible work arrangements. The ideal candidate has a Bachelor's degree, at least 1 year of sales experience, and current FINRA licenses or the ability to obtain them. Previous experience with inbound sales, proficiency with Microsoft Suite, and understanding of retirement investment products are plusses. The position can be done fully remote, and the base salary range is $52,000.00 - $64,000.00.
Analytics Lead, Revenue Strategy & Operations
Company: Compass
Location: Manhattan, NY
Posted Oct 04, 2024
Compass, a real estate company founded in 2012, is seeking an Analytics Lead for their Revenue Strategy & Operations team. The role involves driving strategic planning, analytics, and reporting for customer renewals and pricing functions. The ideal candidate will have advanced analytical skills, experience in revenue strategy or operations, and a proven track record of driving revenue growth. The position offers a competitive salary, bonuses, and a comprehensive benefits package. Compass values diversity, equity, inclusion, and growth, fostering a collaborative and energetic culture.
Liquidity Stress Testing & Modeling Lead
Company: Flagstar Bank
Location: New York City, NY
Posted Oct 04, 2024
The Liquidity Stress Testing amp Modeling Lead is responsible for developing monitoring and testing plans, conducting testing activities, and implementing improvements to ensure compliance with applicable laws and regulations. The position requires a strong work ethic, outstanding communication and interpersonal skills, and a deep knowledge of business operations and finance.
Customer Success Manager, Enterprise
Company: Wunderkind
Location: New York, NY
Posted Oct 04, 2024
Wunderkind is seeking a Customer Success Manager with 2+ years of experience in customer success, account management, or consulting. The role involves owning the customer lifecycle, developing a trusted advisor relationship with key stakeholders, and collaborating with internal teams. The ideal candidate will have a strong understanding of digital marketing analytics, excellent communication skills, and a proven track record in results-driven roles. The base salary range is $60,000-$90,000, with opportunities for growth and development. The company values performance, hunger, carrying each other, bouncing back, and respect.
Branch Office Administrator
Company: Edward Jones
Location: Saratoga Springs, NY
Posted Oct 04, 2024
Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Saratoga Springs, NY. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. The BOA will be the first point of contact for clients, responsible for delivering exceptional personalized service, actively listening for additional service needs, and driving marketing activities. The company offers comprehensive training, a wide support network, and a culture of continuous improvement and professional development. Benefits include a competitive compensation package, paid time off, and a rewards program promoting long-term career growth and financial security.
Director, Field Sales - Production
Company: Getty Images
Location: New York City, NY
Posted Oct 04, 2024
The job posting is for a senior sales professional to drive new business revenue, expand market share, and establish strong relationships with key decision makers in the Broadcast and Production industry. The ideal candidate has significant sales, business development, and client experience, and is a strategic thinker and effective storyteller.