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.
Salesforce Business Analyst
Company: Pontera
Location: New York City, NY
Posted Mar 21, 2024
Pontera, a FinTech SaaS company, is seeking a Salesforce Business Analyst to join their RevOps Business Systems Team. The role involves managing, building, and enhancing Salesforce solutions for sales, marketing, and account management processes. The ideal candidate should have 3+ years of Salesforce.com administration experience, proficiency in Excel, and strong communication skills. Pontera offers competitive compensation, impactful work in a fast-growing startup, a collaborative team culture, equity, comprehensive healthcare benefits, retirement plans, family benefits, professional development opportunities, food perks, and flexible work arrangements.
Strategic Projects Lead, Generative AI
Company: Scale AI
Location: New York City, NY
Posted Mar 21, 2024
Scale's Generative AI business unit is experiencing rapid growth, and the company is seeking a Strategic Projects Lead (SPL) to drive new revenue. The SPL will lead cross-functional projects, develop products, manage data labeling operations, and provide updates to the executive team. Ideal candidates have a strong technical background, leadership experience, problem-solving skills, and an entrepreneurial mindset. The role offers a competitive salary, equity, and benefits package, and is part of a mission-driven company transforming AI across industries.
Senior Corporate Counsel
Company: Own Company
Location: New York City, NY
Posted Mar 21, 2024
Own is a leading data platform that empowers customers to protect and activate SaaS data. The company is looking for a Senior Corporate Counsel, Commercial to play a critical role in its commercial and legal growth strategy.
Strategy Senior Consultant
Company: Capco
Location: New York City, NY
Posted Mar 21, 2024
Capco is a dynamic and innovative firm in the financial services industry, offering a unique work environment that encourages intellect, innovation, and teamwork. The company specializes in growth, digital, and organizational strategies, and provides opportunities for strategic client engagements, thought leadership, and practice building. Capco is the world's largest financial services consultancy, serving a range of clients from global banks to emerging FinTechs. The firm is known for its entrepreneurial spirit, minimal bureaucracy, and competitive benefits, including medical insurance, a 401(k) plan, and tuition reimbursement.
Senior Lead Software Engineer- Fusion Platform SRE
Company: JPMorgan Chase
Location: New York City, NY
Posted Mar 21, 2024
The job description outlines a Senior Lead Software Engineer role at JPMorgan Chase within the Corporate and Investment bank, Architecture and Infra Management team. The role involves being an integral part of an agile team, driving significant business impact, and applying deep technical expertise to tackle diverse challenges. Key responsibilities include providing technical guidance, developing secure and high-quality production code, influencing product design and technical operations, and serving as a subject matter expert. Required qualifications include formal training or certification in software engineering, hands-on experience in system design and application development, advanced knowledge in programming languages and technical disciplines, and practical cloud native experience. Preferred qualifications include in-depth knowledge of the financial services industry and its IT systems, hands-on experience managing platforms/systems on Public Cloud, and experience in Computer Science, Computer Engineering, Mathematics, or a related technical field.
Content Support Analyst
Company: Spotnana
Location: New York City, NY
Posted Mar 21, 2024
Spotnana, a company modernizing the travel industry with over $115M in funding, is seeking individuals to join their team. The role involves monitoring and auditing airline and hotel deals, implementing and executing deals, and owning the relationship with key operational suppliers. The company values customer needs, innovation, global mindset, ownership, adaptability, and respect. Compensation includes a salary of $65,000 - $85,000, equity, comprehensive benefits, and a flexible work environment in New York City.
Software QA Specialist
Company: OpenEye
Location: Kansas City, MO
Posted Mar 21, 2024
OpenEye, a subsidiary of Alarm.com, is seeking a Software QA Specialist to work onsite at their Liberty Lake, WA headquarters. The role involves assisting software developers in testing products, verifying customer use scenarios, and adhering to the company's Code of Ethics. The position offers a competitive salary, benefits including medical, dental, vision, and prescription coverage, a 401k match, and a collaborative, fun work culture. OpenEye is also an Equal Opportunity Employer.
Services Admin, Assistance
Company: Yext
Location: New York City, NY
Posted Mar 21, 2024
Yext is hiring for a Services Admin role on the Assistance team. The role involves managing a book of enterprise customers, providing proactive platform configuration, content management, and optimization recommendations. The ideal candidate should have 3+ years of relevant experience, be detail-oriented, excellent communicator, and a creative problem solver. The role offers a competitive salary range of $71,100—$130,900 USD and a comprehensive benefits package. Yext is committed to diversity and inclusion.
Substation Physical Engineer
Company: Leidos
Location: Salt Lake City, UT
Posted Mar 21, 2024
Leidos is seeking a Substation Physical Engineer with experience in executing substation physical projects, excellent communication skills, and the ability to read and design substation physical drawings. The role offers opportunities for career development, including obtaining EIT, PE, and PMP certifications, and technical training. The position is available remotely for candidates within the client servicing territory (WA, OR, UT, CA, MT, ID). Leidos is a Fortune 500 company committed to innovation, diversity, and employee growth.
Legal Intern (Summer)
Company: Capgemini
Location: New York City, NY
Posted Mar 21, 2024
Capgemini is seeking a first-year law student for a ten-week internship with its Legal Department. The internship offers a broad range of legal practices, consulting services, and the role of in-house lawyers. Capgemini supports all aspects of employees' well-being and offers various benefits.
Recruiter / Senior Recruiter
Company: Angi
Location: New York City, NY
Posted Mar 21, 2024
Angi is seeking a Recruiter/Senior Recruiter to join their team in NYC. The role involves building a best-in-class recruiting platform, sourcing candidates, conducting interviews, and guiding them through the recruitment process. The ideal candidate will have 3-6 years of recruiting experience, strong research skills, excellent communication, and a sense of urgency. The position offers a competitive salary, benefits, and the opportunity to work with a motivated team.
Investment Operations Analyst
Company: Cerity Partners
Location: New York City, NY
Posted Mar 21, 2024
<p><strong>Job Details<strong> <p> <p><strong>Level<strong> <p> <p>Entry <p> <p><strong>Job Location<strong> <p> <p>New York Office 1 New York NY <p> <p><strong>Remote Type<strong> <p> <p>Fully Remote <p> <p><strong>Salary Range<strong> <p> <p>$5000000 $7000000 Salaryyear <p> <p><strong>Job Category<strong> <p> <p>Finance <p> <p>As a member of the operations team your responsibilities would include the following activities <p> <ul><li>Support of the Orion system which is used for client performance reporting This includes <ul><li>New account setup including coding linking to custodians and ensuring proper reporting of all investments<li> <li>Daily updatereconciliation <ul><li>Monitor reporting and integration of alternative assets<li> <ul><li> <li>Monthly performance updates<li> <li>Proactively monitor dashboards to ensure system integrity and data accuracy<li> <li>Develop custom templates and summary reports as needed<li> <ul><li> <li>Serve as a point of contact for all operations issues for advisor teams custodians and thirdparty solution providers<li> <li>Maintain a working understanding of the metrics calculations key user workflows and operational processes involved in endtoend maintenance of the reporting platform<li> <li>Document required processes for ongoing system support participate in requirements gathering for ongoing system updates and help facilitate user integration and acceptance testing<li> <li>Support the integration of new advisors onto the Orion system This includes <ul><li>Establish the clients accounts<li> <li>Link to custodians<li> <li>Conversion of history transactions balances and performance<li> <li>Reconciliation of history conversion<li> <li>Population of custom attributes<li> <li>In conjunction with users create and test client packages<li> <ul><li> <li>Ensure the existence of adequate internal controls and compliance with regulatory requirements<li> <li>Assist with improvement projects adhoc projects and complete assigned research projects<li> <li>Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies<li> <ul><p><strong>Ideal Candidate Profile Our Casting Call<strong> <p> <ul><li>Proven history of being a selfstarter and a track record of working effectively in a remotevirtual environment with a distributed team<li> <li>Ability to manage up and have direct open and progressive conversations with Management and Partners across the firm<li> <li>An appetite for analytical problemsolving and desire to maintain a solutionsoriented approach to addressing opportunities and challenges<li> <li>Team player who welcomes feedback with the goal of continuous improvement<li> <li>Detailoriented with strong verbal and written communication skills professional presentation and organizational skills<li> <li>Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time<li> <li>Proficiency in technologyapplications a must experience with excel required<li> <li>Bachelors degree in Business or related field required<li> <ul><ul><li>13 years related investment services industry experience preferred<li> <li>Proficient in Microsoft Excel<li> <li>Experience with portfolio accounting and performance management software such as Orion a plus<li> <ul><p><strong>Company Overview<strong> <p> <p>Cerity Partners is a leading national registered wealth management and institutional consulting firm serving highnetworth individuals and their families businesses and their employees and nonprofit organizations from its offices across the country Our inhouse experts of attorneys tax advisors financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight <p> <p>Our mission is to positively impact the financial wellbeing of our clients by delivering objective financial advice Our culture allows us to deliver this mission We believe in a simple formula that drives our actions and pushes us every day to do better than the day before People First + Accountability = Winning Outcomes We expect our team members to deliver on their responsibilities understand how every component of our company works to generate success and hold themselves and their colleagues accountable to the highest standards As a result we will enjoy talking to you if <p> <ul><li>You understand the need to provide a worldclass client experience<li> <li>You value the collaboration of insightful experienced colleagues to deliver our services<li> <li>You demonstrate a strong affinity in financial services exceptional communication organization and prioritization skills<li> <ul>