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.
Senior Home Lending Advisor - Hartsdale, NY - Hartsdale Branch
Company: JPMorgan Chase
Location: Scarsdale, NY
Posted Oct 03, 2024
Chase Home Lending is seeking a Senior Home Lending Advisor to join their high-energy team. The role involves coaching and mentoring the branch team, collaborating on marketing efforts, and building strong relationships with customers. The ideal candidate will have a Bachelor's degree, 3+ years of mortgage lending experience, and knowledge of FHA, VA, FNMA, and FHLMC guidelines. Preferred qualifications include FHA/VA sales experience, marketing skills, and intermediate PC skills. The position requires NMLS registration and compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. Chase offers a competitive total rewards package and is an equal opportunity employer.
Alteryx Developer (Automation, Individual Contributor)
Company: JPMorgan Chase
Location: Bonifacio Global City, Philippines
Posted Oct 03, 2024
The job posting is for an Alteryx Developer position within the Mortgage Backed Securities team in Home Lending. The role involves managing the allocation and delivery of mortgage-backed securities, ensuring compliance with investor and regulatory requirements. The developer will also promote end-to-end loan quality, identify operational reengineering opportunities, and lead citizen developer/automation initiatives. The ideal candidate should have advanced knowledge of Alteryx, Tableau, or UIPath, strong analytical and technical skills, and experience in mortgage banking. The role requires a fast-paced multi-tasker with excellent communication and presentation skills, and the ability to manage projects and risks effectively.
Senior Manager, GTM Strategy
Company: Miro
Location: New York, NY
Posted Oct 03, 2024
Miro is seeking an experienced Sr. Manager, GTM Strategy to articulate the customer journey, drive alignment, and optimize conversion points. The role involves leading projects that impact key metrics like pipe gen, bookings, MAU, and GRR. The ideal candidate should have 6+ years in Revenue Operations or GTM Strategy, strong communication skills, and experience in designing operational processes. Miro offers a competitive compensation package, including 401k matching, health benefits, and a flexible work environment.
Customer Success Manager, Mid Market
Company: Wunderkind
Location: New York, NY
Posted Oct 03, 2024
Wunderkind is seeking a Customer Success Manager with 2+ years of experience in customer success, account management, or consulting. The role involves managing the customer lifecycle, developing strategies, and ensuring excellent client outcomes. The ideal candidate should have strong communication skills, be detail-oriented, and have experience working with email service providers or text message marketing. Wunderkind offers a supportive work environment with growth opportunities, a strong commitment to DEI initiatives, and a generous work-life balance.
Mid-Level C#/C++ Software Engineer
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Oct 03, 2024
Thomson Reuters is seeking a Mid-Level C#/C++ Engineer to join their growing team for the Firm Management software. The role involves designing, developing, and testing high-quality code, collaborating with various teams, and contributing to the software development lifecycle. The company offers a flexible hybrid work model, comprehensive benefits, and opportunities for professional growth. Thomson Reuters is committed to diversity, inclusion, and making a positive social impact.
Financial Advisor
Company: Empower
Location: New York, NY
Posted Oct 03, 2024
This job posting is for a Financial Consultant (Retirement Consultant) position at Empower, 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.
Department Manager
Company: H&M
Location: New York, NY
Posted Oct 03, 2024
The Department Manager at H&M is responsible for supporting sales and profit goals, ensuring the best customer experience, managing a team, and maintaining store operations. The role involves analyzing sales and profit KPIs, planning actions to impact selling, and coaching team members. The ideal candidate is inclusive, positive, creative, and passionate about customer service with 1-2 years of relevant experience. H&M offers a dynamic work environment, growth opportunities, and a staff discount on all brands.
Senior Home Lending Advisor - New York, NY
Company: JPMorgan Chase
Location: New York, NY
Posted Oct 03, 2024
Join Chase Home Lending as a Senior Home Lending Advisor, where you'll serve as a customer's primary point of contact throughout the loan process. Utilize your extensive knowledge of home lending products to guide clients towards home ownership, while adhering to regulatory requirements. Collaborate with the branch team, providing training and mentorship, and partner with marketing efforts to deliver exceptional customer experiences. This role offers opportunities for career growth and a competitive total rewards package.
Financial Advisor
Company: Empower
Location: The Bronx, NY
Posted Oct 03, 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.
Servicing Travel Advisor III - Chase Travel
Company: JPMorgan Chase
Location: Bonifacio Global City, Philippines
Posted Oct 03, 2024
Chase Travel is offering a new travel solution with personalized experiences, upgraded stays, and seamless planning. As a Servicing Travel Advisor III, you will own the customer servicing experience, acting as a travel expert and problem solver. The role requires at least two years of travel industry experience, proficiency in GDS and other technology platforms, and excellent communication and time management skills. The position involves working flexible hours, including evenings and weekends, and attending mandatory training.
Lead Software Engineer - Big Data
Company: JPMorgan Chase
Location: Jersey City, NJ
Posted Oct 03, 2024
JPMorgan Chase is offering an exciting opportunity for a Lead Software Engineer to join their Corporate Technology Engineering and Architecture team. The role involves designing and delivering trusted technology products, leading data catalog initiatives, and overseeing metadata identification, standardization, and updates. The ideal candidate should have a strong background in data platforms, ETL pipeline setup and analysis, and experience with data cataloging tools. The position requires excellent communication skills, a keen eye for detail, and the ability to work effectively in a fast-paced environment.
Private Client Relationship Manager
Company: Epic Insurance Brokers and Consultants
Location: Melville, NY
Posted Oct 03, 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.